The Rollercoaster Continues To Spin

 May 23, 2025 |Michael Capobianco
Following an 18.9 % plunge due to substantial tariffs, the S&P 500 shot up 19.7 % from April 8 through May 19 after very high tariffs were paused. Since then, it has backed off some but is still above the levels before big tariffs were levied and is now...
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The Fed Caught Between A Rock And A Hard Place

 May 09, 2025 |Michael Capobianco
Even as trade tensions eased further this week, the Federal Reserve continues to battle between the two sides of its mandate—price stability and full employment. Policymakers see growing risks to each, setting up a potential duel within its dual mandate...
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Europe Is The Big Winner Thus Far

 May 02, 2025 |Michael Capobianco
The U.S.’s reciprocal tariffs are on pause until early July 2025, though 10 % universal tariffs are still in effect, as are 25 % sectoral tariffs on steel, aluminum, and autos. The Trump administration is pondering tariffs on pharma, copper and lumber...
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