commentary
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.
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.
Read MoreReinhart Week in Review by Madison Investments 02.28.2025
This week, the Reinhart Fixed Income team looks at cooling inflation trends, a surprising decline in consumer spending, and the potential implications of Florida’s proposal to eliminate property taxes.
Read MoreReinhart Week in Review by Madison Investments 02.21.2025
This week, the Trump administration signaled broader tariffs and stated that Ukraine may not be protected by NATO. Meanwhile, the Fed remained cautious as it navigates changing fiscal policies.
Read MoreReinhart Week in Review by Madison Investments 02.14.2025
January inflation data signals stalled progress toward the Fed’s 2% target. With disappointing retail sales and the ongoing tariff debate in Washington, the Federal Open Market Committee will have no shortage of topics to discuss in its upcoming meetings.
Read MoreReinhart Week in Review by Madison Investments 02.07.2025
January payrolls rose 143K, missing expectations, but upward revisions to the previous two months and falling unemployment suggest the labor market remains steady. Meanwhile, the Bank of England cut rates, and municipal issuance surged to start the year.
Read More
“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.
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.
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.