commentary

Reinhart Week in Review by Madison Investments 05.02.2025

Stronger-than-expected April job growth and signs of easing U.S.-China trade tensions offered some optimism. Still, a Q1 GDP decline and rising tariff-related uncertainty are keeping markets cautious.

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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 04.25.2025

Temporary tariff pauses from the U.S. and China brought brief market relief, but conflicting signals kept volatility high. Meanwhile, March durable goods orders rose above expectations, with the upside coming from aircraft.

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Q1 2025 Market & Economic Review

Download our quarterly communication with market and economics charts, and commentary on events of the previous quarter.

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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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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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