commentary

Reinhart Week in Review by Madison Investments 04.11.2025

Escalating U.S.-China tariffs sparked renewed market volatility, despite a 90-day pause on reciprocal tariffs for other nations. Meanwhile, inflation came in below expectations, and proposed funding cuts to sanctuary cities were announced.

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An Update on Market Volatility - April 11, 2025

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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.

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Reinhart Week in Review by Madison Investments 04.04.2025

The harsher-than-expected reciprocal tariff regime triggered a sharp market reaction, while March job growth exceeded expectations and OPEC+ announced a production increase, potentially driving oil prices lower.

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Monthly Market Update - April 2025

Our February observation of investment uncertainty has morphed in a month into market cliché. This environment dragged the S&P 500 Index to a -5.6% loss in March, taking the year-to-date and first quarter return to -4.3%. Consumer and business sentiment plummeted, reflecting a number of concerns topped by the threat of tariffs and their repercussions. For much of March, investors looked to April 2 for clarity, the date President Trump promised to announce tariff policies. But as many feared, the revelations raised more questions than they answered. 

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Reinhart Week in Review by Madison Investments 03.28.2025

Fed stays patient amid elevated uncertainty, retail sales show mixed signals, and Moody's downgrades the outlook for U.S. higher education. Read more in this week's Reinhart Week In Review.

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Reinhart Week in Review by Madison Investments 03.21.2025

Fed stays patient amid elevated uncertainty, retail sales show mixed signals, and Moody's downgrades the outlook for U.S. higher education. Read more in this week's Reinhart Week In Review.

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Reinhart Week in Review by Madison Investments 03.14.2025

In this week's Week in Review, the Reinhart Fixed Income Team discusses February's inflation data moving closer to the Fed’s 2% goal, Germany’s plan to lift debt caps, and strong municipal issuance. Read how these events could impact markets here.

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