Q1 2025 in Review and Q2 2025 Market Outlook
We put performance trends for stocks, sectors, bonds, and funds into perspective, and offer outlooks for the next quarter.
Biopharma Industry: Exempt From Global 10% Tariff, but We Still See Margin and Tax Rate Risks
Previously implemented tariffs on pharmaceutical imports from China (raised from 10% in February to 20% in March) appear ...
For Agriculture Inputs, We See Small Impact from Tariffs, as Costs Are Largely Passed Along to Farmers
US President Donald Trump announced sweeping tariffs, with a minimum 10% tariff on all US imports and higher rates for select ...
US Defense Manufacturers: Tariff Impact Muted by Largely Domestic Supply and Limited Exports
President Donald Trump imposed new tariffs on imports from US global trading partners with the stated intention of boosting ...
My grandmother is in her 70s and has $400K in stocks. Is now the time to offload them?
My grandmother is in her late 70s and has about $400,000 investments in the stock market. She has a $250,000 house, on which she has a mortgage with a fairly low interest rate. She has retirement ...
RH stock is down nearly 40% - and 'fully at the mercy' of tariffs, analyst says
The Wedbush analysts said the tariffs placed on most of the nations where RH sources products could translate to a 38% jump in production-related costs for its merchandise, if it didn't shift ...
Medical Device Industry: Swept Up in the Tariffs, Diabetes Device Makers Bear the Brunt
Despite intensive medtech industry lobbying to secure a carve-out from the Trump administration’s expansive tariffs on all countries, medical devices have been swept up in the tariff net. Why it ...
My grandmother is in her 70s and has $400K in -2-
Philip Morris and AT&T rank among the best stocks in Q1 2025, while the worst include Trade Desk and Deckers Brands.
Opinion
"I don't want to move again': Will Trump's tariffs lead the U.S. into recession - and a drop in house prices?
Economists and consumers are, naturally perhaps, upping their own predictions of whether there will be a recession on the back of Trump's trade war. Polymarket, the U.S.-based crypto-based prediction ...
Recession fears roil markets amid Trump's tariffs. What investors need to hear from Fed's Powell on Friday.
The U.S. stock market was in free fall on Thursday, with investors getting crushed in a seemingly relentless selloff after President Donald Trump's announcement of sweeping tariffs stoked fears that ...
Here's how other countries' actual tariff rates compare with Trump's 'reciprocal' rates for them
Ahead of the Trump administration's rollout of its "liberation day" tariffs on Wednesday, administration officials said reciprocal tariffs for other countries would match each nation's tariff levels, ...
Even gold was hit by the global market selloff Thursday - but this is turning it around
Gold fell victim to a selloff in global markets Thursday after President Donald Trump announced wide-ranging tariffs on foreign imports - but it's still a clear-cut winner to hedge uncertainty, as ...