A Pivotal Week: Tech Shift, Fed Patience, Tariff Turbulence

Published on February 4, 2025

What a week! Markets were rocked by a series of developments—from AI news that could reshape the tech sector, to the Fed’s policy stance, and the tariffs on Mexico, Canada, and China that could inject fresh uncertainty into global trade.

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Northern Exposure

February 4, 2025
Tariffs could upend the U.S. auto and energy sectors.

Earnings Coming in Better-Than-Expected As Peak Season Begins

February 4, 2025
The Magnificent 7 kicked off fourth quarter reporting in a similar fashion to the Q3 season. Tesla once again missed expectations when they reported on Wednesday, on both the top and bottom-line this time (vs. only missing on revenues in Q3), yet investors seemed unbothered.