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.

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Reinhart 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.

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Reinhart 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.

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Monthly 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. 

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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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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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Fixed Income 1Q 2025: Bonds Reassert Their Role in Portfolios

As trade tensions persist and economic uncertainty rises, credit spreads have widened, signaling significant implications for fixed income markets.

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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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