How Policy Uncertainty Is Impacting the Federal Reserve

Published on March 25, 2025

Happy National Countdown Day! Yes, you read that right—today is a day to celebrate the excitement and sometimes anxious anticipation that comes with planning for an upcoming event.

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US Economic Outlook: Path Dependent

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Whenever political questions arise, we always encourage a broader view: politicians don’t control the economy, and policy changes rarely move markets. But the past month has raised serious questions over that assertion.

Fed Holds Steady as Markets Brace for Tariff Clarity

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First, the market is rallying on news that the targeted tariffs that Trump is planning to introduce on April 2 may be more limited than initially feared. Let’s hope that is the case.