U.S. economic and market conditions turned on a dime more than once over the past year. Conditions went from "exceptional" in Q4 2024 to the brink of recession by Q2 2025, only to bounce back to business as usual by the end of the same quarter. The U.S. stock market has been a good reflection … Continue reading Drunken Tea Leaves
The July 8th tariff deadlines came and went without consequence. As expected, pauses were extended by another month to August. So, at the end of July, we face the same circumstances we did on June 30th. Of course, the White House did announce some "deals" following the July pause. Agreements were reached with Japan and … Continue reading Balance, Not Complacency
What a difference a day makes. Just one day after BCM's Q2 Update, we got a major global shock from the White House. The timing of President Trump's tariff announcement was not a surprise, but it was worse than anyone expected. Although we have more questions than answers, we'll walk through what these developments could … Continue reading Markets Retaliate on Tariffs
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