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Monthly 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 MoreMonthly Market Update - February 2025
The tailwinds of a strong 2024 combined with optimism for 2025 gave the stock market a broad boost in January, with the S&P 500 Index up 2.8%. Real GDP growth for 2024 is now projected at about 2.8%, well above the long-term trend of 2%, and for another year of 2%+ growth in 2025. Fourth quarter S&P 500 corporate profits showed a robust 13% year-over-year growth rate. The job market remained solid, consumer spending held strong, and manufacturing, long in contraction, began to slowly work its way back to growth.
Read More2025 Outlook & Positioning
What does 2025 hold for investors? US economic resilience, a strong dollar, and higher-for-longer rates remain dominant themes - but shifting economic policies could bring new market dynamics. Head of Multi-Asset Solutions, Patrick Ryan, and Portfolio Manager Stuart Dybdahl, share key insights on how to navigate the year ahead.
Read MoreReinhart Week in Review by Madison Investments 01.31.2025
GDP growth for the fourth quarter missed expectations, but strong consumer spending suggests future growth. As expected, the Fed paused rate cuts. Read about this and more in the Week in Review by the Reinhart Fixed Income Team.
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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.