The Weekly Insight

The market is awaiting President Trump’s “Liberation Day” decisions on tariffs this week. But to assume this is the end of the discussion – or the end of the volatility – is likely folly. 

Read more here: https://insightwealthgroup.com/the-weekly-insight-liberation-day/

Transitory. Powell uttered that word again. The last time he did so, it didn’t work out too well. But while tariff driven inflation is not yet a thing, we do know one thing that’s transitory: market downturns. Which is why we made some changes in our portfolios last week.

Read more here: https://insightwealthgroup.com/the-weekly-insight-transitory/

Is a recession coming? Are we already in one? And what does that mean for portfolios? The answers to some of these questions (especially the last one) are likely going to surprise you. 

Read more here: https://insightwealthgroup.com/the-weekly-insight-what-does-a-recession-mean-for-the-market/

The drama around the market (and pretty much everything else these days…) seems to be ramped up to a 10. We had a good inflation report? Yay! A bad GDP report? The world is ending! Maybe, just maybe, everything doesn’t need to be so…dramatic.

Read more here: https://insightwealthgroup.com/the-weekly-insight-drama/

Five years ago today, we wrote our first “Weekly Insight Memo” in response to the onset of COVID. It’s funny looking back on it how little we all knew about what was about to happen. But in re-reading that memo, there are some important parallels to what’s happening in the market today. And what might move markets for the rest of the year.

Read more here: https://insightwealthgroup.com/the-weekly-insight-5-years-later/

The world shouldn’t have been surprised when the Trump Administration announced sweeping tariffs against Canada, Mexico, and China. But it sure caught the market off-guard. As did the quick reversal of those tariffs. But as much as the market’s reaction matters to your portfolio, we saw some interesting consumer reactions late last week that are worth watching closely. 

Read more here: https://insightwealthgroup.com/the-weekly-insight-trade-war/

Financial markets can be humbling. And they can make you pay for hubris. Tech investors found that out the hard way last week with the release of DeepSeek’s new AI tool. In this week’s edition of the Weekly Insight Memo and Weekly Insight Podcast we take a look at the changing landscape in AI and what a new Chinese competitor means for the stock market.

Read more here: https://insightwealthgroup.com/the-weekly-insight-hubris/

The market has been focused on the (quite significant) action coming out of the Trump Administration over the last week. And so far, it has liked what it’s seen.  Markets had their best first week of a new Administration since January 1985. But this week, we’re going to get a dose of reality. A huge week in earnings, combined with the first Fed meeting of 2025 will force the market to refocus on fundamentals.

Read more here: https://insightwealthgroup.com/the-weekly-insight-the-powell-effect-vs-the-trump-effect/

It’s Inauguration Day. A time that is a celebration of our democratic republic. But also a time of uncertainty as we look to the future. Markets – as we’ve frequently said – hate uncertainty.
 
Read more here: https://insightwealthgroup.com/the-weekly-insight-the-first-100-days/

Nearly five years ago, we sent our first “Weekly Insight” to provide clients with information about the early stages of the COVID pandemic. The key lesson from that time was that – while we certainly didn’t get everything right – the patience our clients had during the pandemic was key to portfolio success. While certainly not on the same scale, we’re entering another one of those “patience” moments in the market as investors adjust to changes in expectations around inflation and interest rates.

Read more here: https://insightwealthgroup.com/the-weekly-insight-patience/