commentary
Weekly Mosaic Update
The Weekly Mosaic contains the latest market and economic news and data, including what to watch in the coming week, index returns, and current positioning of Mosaic model portfolios.
Read MoreReinhart Week in Review by Madison Investments 06.13.2025
Markets had plenty to digest this past week. Find out why GDP revisions and inflation data may not tell the full story, what the latest AAA downgrade of Treasuries means for rates, and how higher education is preparing for potential funding cuts.
Read MoreReinhart Week in Review by Madison Investments 06.06.2025
Job growth exceeded expectations in May, but downward revisions and a dip in participation suggest labor market momentum may be slowing. Learn more about the impact of these trends and the ECB’s recent rate cut in our latest Reinhart Week in Review.
Read MoreMonthly Market Update - June 2025
After taking repeated tariff-related blows, the stock market rallied in mid-May on news that the U.S. and China had reached an agreement and held steady with subsequent news, even if negative. Investors, it seemed, were becoming like the townsfolk in "The Boy Who Cried Wolf," increasingly insensitive to the regular pronouncements of outsized tariffs.
Read MoreReinhart Week in Review by Madison Investments 05.30.2025
Markets had plenty to digest this past week. Find out why GDP revisions and inflation data may not tell the full story, what the latest AAA downgrade of Treasuries means for rates, and how higher education is preparing for potential funding cuts.
Read MoreReinhart Week in Review by Madison Investments 05.16.2025
Markets rallied this week on news of a significant de-escalation in U.S.-China trade tensions, with both sides reducing tariffs. In their Week in Review, the Reinhart Fixed Income Team covers the market response, inflation trends, and consumer spending.
Read MoreReinhart Week in Review by Madison Investments 05.09.2025
Despite solid economic data, rising policy uncertainty has kept the Fed from adjusting rates. Meanwhile, markets found support from trade optimism, even as mixed signals persist, and oil prices came under pressure from both rising supply and demand concerns.
Read MoreMonthly Market Update - May 2025
After a bumpy April ride which took the S&P 500 Index across an almost 15% range, the market ended nearly flat with a -0.7% loss. Year-to-date, the Index has dropped -4.9%. The main driver of this month’s volatility was the on-again, off-again Trump administration tariff impositions and the ensuing confusion over the end result in terms of both policy and impact.
Read More
“Madison” and/or “Madison Investments” is the unifying tradename of Madison Investment Holdings, Inc., Madison Asset Management, LLC (“MAM”), and Madison Investment Advisors, LLC (“MIA”). MAM and MIA are registered as investment advisers with the U.S. Securities and Exchange Commission. Madison Funds are distributed by MFD Distributor, LLC. MFD Distributor, LLC is registered with the U.S. Securities and Exchange Commission as a broker-dealer and is a member firm of the Financial Industry Regulatory Authority. The home office for each firm listed above is 550 Science Drive, Madison, WI 53711. Madison’s toll-free number is 800-767-0300.
Any performance data shown represents past performance. Past performance is no guarantee of future results.
Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of, or guaranteed by, any financial institution. Investment returns and principal value will fluctuate.
This website is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security and is not investment advice.
Any performance data shown represents past performance. Past performance is no guarantee of future results.
Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of, or guaranteed by, any financial institution. Investment returns and principal value will fluctuate.
This website is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security and is not investment advice.