Recession risks are back in the spotlight, with a growing number of fund managers, analysts, and strategists sounding the alarm. Higher tariffs are being blamed as the usual suspects and for some, the recent market slump is flashing warning signs of an economic slowdown.
Yet, after four consecutive weeks of selling pressure, US equities finally showed some resilience. The S&P 500, Nasdaq, and Russell 2000 all posted gains for the week, ending mostly higher on Friday.
The Federal Reserve gave the S&P 500 a nice little boost, holding interest rates steady as expected. Powell’s press conference stole the show. When asked about potential inflation from Trump’s tariffs, he brushed it off as merely “transitory” which the market took as a reassuring, dovish signal.
Where do you stand on the US economy and markets? Are we seeing signs of renewed strength, or is a serious downturn ahead?
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