May 16, 2025
Download Welcome to our monthly briefing, where we provide a comprehensive analysis of recent economic events and their implications for the financial markets. Highlights from April’s briefing:
- April 2025 brought significant market volatility driven by sweeping new tariffs, rising Treasury yields and trade tensions in China
- While inflation and employment data remained solid, consumer and business confidence dropped sharply, with recession fears hitting their highest level since 2009.
- First quarter GDP growth was supported by consumer and business spending but a sharp rise in imports – likely tied to inventory stockpiling – weighed heavily on the final number
Read the April 2025 Monthly Briefing for insights from Chief Market Strategist Julie Biel, CFA
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