commentary
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.
Read MoreReinhart 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 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 MoreFixed 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.
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.
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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.