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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.
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.
Read MoreReinhart 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.
Read MoreReinhart 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.
Read MoreReinhart 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.
Read MoreFixed Income Market Update - March 12, 2025
Market volatility is rising amid fiscal and trade policy uncertainty, with rates moving lower and credit spreads staying tight. These shifts highlight the importance of active risk management in today’s fixed income markets. In our update, we outline key market trends and how we’re positioning our portfolios.
Read MoreReinhart Week in Review by Madison Investments 03.07.2025
February job growth fell short of expectations, with only 151,000 jobs added. Meanwhile, tariff uncertainty continues to shake markets as new trade restrictions on China, Mexico, and Canada are implemented and then partially reversed. Get the full analysis in this week’s Week in Review.
Read MoreMonthly Market Update - March 2025
A well-worn phrase states that the stock market hates uncertainty. February was a case in point, as the S&P 500 Index dipped -1.3%. This brought the year-to-date index return to 1.4%, though the gain feels increasingly fragile. While there appear to be no deep cracks in what remains a fundamentally strong domestic economy, there were reasons for concern. As tariffs moved from negotiating strategy towards implementation, economists and corporate leaders scrambled to ascertain the complex impacts.
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“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.
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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.