Q3 2025: Scaling the Wall of Worry or Facing the Cliff of Concerns? The third quarter of 2025 reminded investors of an old adage: “bull markets climb a wall of worry.” Each week seemed to deliver a headline that could have derailed confidence. Tariffs escalated, the Federal Reserve faced increased political scrutiny, consumer confidence eroded, […]
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At the midpoint of 2025, the gap between market optimism and macroeconomic fragility has become more evident. On the surface, the first half of the year showed gains across most major equity indices, driven by AI-powered enthusiasm, resilient consumer spending, and expectations of accommodative central bank policies. However, beneath the surface, the underlying currents are […]
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The first quarter of 2025 offered a striking reminder of how quickly markets can pivot. Early signs of continued recovery from late 2024 were overtaken by sweeping new trade measures that disrupted supply chains, triggered market volatility, and reshaped investor sentiment. The introduction of broad-based import tariffs, announced on April 2 and dubbed “Liberation Day,” […]
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