Banks Outperformed for Q1 but Strike Cautious Tone for the Rest of 2025

Published on April 18, 2025

Banks blew Q1 earnings expectations out of the water, benefitting from high trading volumes, but CEO commentary remains cautious for 2025.

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Gauging the Fear Factor: From Volatility Peaks to Equity Returns

April 18, 2025
Stock markets have been rattled by trade war tensions and economic uncertainty driven by US tariff policies. Yet history suggests that equities have usually performed well in the aftermath of peak market volatility.

Trade War Will Take a Toll

April 18, 2025
The deferral of “reciprocal” tariffs on most U.S. trading partners suggests that the peak of tariff uncertainty may have passed.