Earnings Kickoff This week marks the start of another quarterly earnings season, with the major banks stepping up to the plate first as usual. Their reports will offer investors an initial look at how corporate America performed in the first quarter of 2025, while also providing valuable insights into consumer sentiment and lending activity. The…Read more
The Big One The wait is finally over. President Trump’s “Liberation Day” has arrived, with investors braced for the tariff package he has dubbed “the big one.” The impact of these tariffs is uncertain, as is whether there is room for negotiation. One thing is clear however: Global commerce may never be the same. In…Read more
Trade and Jobs This week marks a critical juncture for financial markets, with two major storylines set to converge: The implementation of broad-ranging tariffs and the Friday jobs report. Investors seem more focused on the former – which President Trump has referred to as “the big one” – but both have the potential to move…Read more
