Quarterly Recap Q1 2025

Published on April 22, 2025

U.S. defensives and international lead.a

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Vanguard CEO Says U.S. Exceptionalism ‘Absolutely' Hasn't Peaked

April 22, 2025
Salim Ramji countered the view that U.S. dominance in investments is ending.      Related StoriesDOGE Asks SEC Staff for Efficiency Ideas, Promises AnonymityPaul Atkins Sworn in as SEC ChairMorgan Stanley to Launch New E-Trade Platform

Near Zero Q1, Uncertainty Ahead

April 22, 2025
We’ve expected a recession for more than a year now. Simply put…the Era of Easy Everything is Over. Expanding deficits and easy money (that have lifted the economy since COVID) are no longer with us. At the same time, tariff negotiations have created an unbelievable amount of uncertainty.