The Market Minute recap for February 17th, 2025, highlights equity markets reacting to policy news and macro data, with the S&P 500 hitting an all-time high despite tariff discussions. In fixed income, interest rates fluctuated with inflation data but ended lower by week's end, while bonds showed modest gains. Commodity markets saw crude prices rise slightly amid geopolitical developments, and gold continued its climb towards $3,000 an ounce. Key economic data showed higher-than-expected inflation and a significant drop in retail sales, although external factors like snowstorms may have played a role.

A weekly recap of equities, fixed income, commodities, and macroeconomic analysis from the FS Investments research team.

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