A week of two halves early AI-driven losses and geopolitical friction gave way to a sharp Friday recovery after the Supreme Court struck down sweeping global tariffs, lifting the Nasdaq to its first positive week since January.
However, the full impact of the ruling which may prove more nuanced, plus a divided Fed, sticky core PCE, and emerging private credit liquidity concerns keep the macro outlook unsettled.
Economic and policy risk were at least temporarily relegated to secondary status as geopolitical risk emanating from the…
Last week, the S&P 500 crossed 6,000 marking a bull market in a drama filled week which included…
Trump’s tariff strategy faces an unexpected speed bump, his “big, beautiful bill” awaits Senate approval and as the…
