May 2025 Markets & Economy скачать в хорошем качестве

May 2025 Markets & Economy

In our latest Market & Economy Update, Jarrod Musick and Tim Doyle explore how trade policy shifts are influencing key economic indicators. Key takeaways include: Tariff Whiplash: Tariff rates between the U.S. and China spiked to historic highs this spring before recently pulling back, creating some market confusion and supply chain stress. Market Rebound: After sharp declines in March and early April, major indexes have appeared to rebound. The S&P 500 is up nearly 2% year-to-date, as of this recording. Volatility Down, Uncertainty Up: Market volatility has dropped, but investors are still making some big assumptions about future trade policy. Q1 GDP Contraction: A surge in imports ahead of tariffs led to negative GDP growth—likely a temporary blip, but something we’re watching. Inflation & Labor: Inflation remains muted for now, and the labor market is holding steady with around 7.1M job openings and 4.1% unemployment. Tax Legislation on the Move: Early drafts of a new tax bill suggest the potential for larger deficits ahead, which could pressure bond markets and long-term interest rates. Read our blog for more: https://destinycapital.com/markets-and-eco...