by David Wagner | Jul 11, 2025 | Blog, Market Updates
Personally, I feel like tariffs have already started to take a back seat to: 1) Q2 2025 S&P 500 Earnings (i.e., resiliency of corporate America), and 2) Labor Markets / Non-Farm Payrolls (i.e., when labor markets are strong, so is consumer spending). I believe...
by David Wagner | Jun 2, 2025 | Blog, Market Updates
Market Recap – May 2025: To some, it may feel miraculous that the S&P 500 is now positive on the year – which was a new development during the month. March and April should be categorized as having apocalyptic soft data, which is also known as survey data, but...
by David Wagner | May 30, 2025 | Blog, Market Updates
I hope that everyone had a great Memorial Day Weekend! We’ll start with two newsworthy pieces: 1. Now that the “One, Big Beautiful Bill” has passed the House and is on its way to the Senate, I’ll start shifting some Musing focus over the...
by David Wagner | May 14, 2025 | Blog, Market Updates
First, let’s touch base on Monday’s news: the US and China will temporarily lower tariffs on each other’s products in a move to cool trade tensions and give the world’s two largest economies three more months to resolve their differences. The combined 145%...
by David Wagner | May 5, 2025 | Blog, Market Updates
Market Recap – April 2025: The S&P 500 rallied to a one-month high in the last week of the quarter, rising nine straight trading days and recouped virtually all of the post-April 2, “Liberation Day” declines. First and foremost, the Trump administration has...
