Why the Recession Call Matters for Stocks

Published on June 3, 2025

This past week, news flow around policy came in hot and heavy, with President Trump’s ‘Big, Beautiful’ tax cut bill passing the House of Representatives, and Trump threatening 50% tariffs on the European Union (EU).

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Is The U.S. Still Exceptional?

June 3, 2025
The strengths of the U.S. economy are likely to endure.

GDP Up, Inflation Down

June 3, 2025
Conventional wisdom was that the tariffs imposed by the Trump Administration would cause higher inflation and slower growth – stagflation as far as the eye could see. But this past week brought economic news that defied this prediction.