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.
Read MoreWeekly 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 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.
Read MoreQ1 2025 Market & Economic Review
Download our quarterly communication with market and economics charts, and commentary on events of the previous quarter.
Read MoreReinhart 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.
Read MoreAn Update on Market Volatility - April 11, 2025
Read MoreReinhart 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.
Read MoreMonthly 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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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.