Market Commentary - November 2024

  • U.S. equity markets declined in the first quarter, weighed down by rising concerns over broad-based tariffs, decelerating growth, and renewed inflation risks

  • The Federal Reserve held rates steady at its March meeting, signaling a cautious stance and emphasizing it is not in a hurry to begin cutting, despite market pricing to the contrary.

  • Gold extended its outperformance as investors sought defensive positioning amid rising volatility, while cryptocurrencies and high-growth tech—including AI-related names—faced sharp selloffs

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Charles Schwab - Macro Monday May 19, 2025

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Charles Schwab - Macro Monday March 24, 2025