Insights
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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This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information in this article is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date listed on the correspondence, and KAR does not undertake to update the information presented. This information is based on KAR’s opinions at the time of publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein. Past performance is no guarantee of future results.
