Weekly Market Commentary

Inflation’s Importance to Financial Markets Cannot Be Overstated | Weekly Market Commentary | June 16, 2025

Inflation’s Importance to Financial Markets Cannot Be Overstated | Weekly Market Commentary | June 16, 2025

Inflation’s effects on the economy, monetary policy, and the financial markets are wide-ranging. Higher inflation can constrain economic growth, tighten financial conditions, drive interest rates higher and even restrain stock valuations — higher inflation dampens the present value of future earnings and, historically, correlates with lower stock valuations.

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Tariffs and Market Volatility Likely to  Stick | Weekly Market Commentary | June 2, 2025

Tariffs and Market Volatility Likely to Stick | Weekly Market Commentary | June 2, 2025

On Wednesday, May 28, the U.S. Court of International Trade (CIT) essentially blocked the majority of President Trump’s tariffs. A three-judge panel issued summary judgment against the tariffs enacted under the International Emergency Economic Powers Act (IEEPA), claiming they were unconstitutional and “exceed any authority granted by the President by IEEPA.”

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