Market Commentary: 2025 Q2
Tariffs roil markets and the economy The Trump administration’s action involving tariffs have resulted in much volatility in the markets. As of inauguration day, Wall
Asher Rogovy
April 29, 2025
Tariffs roil markets and the economy The Trump administration’s action involving tariffs have resulted in much volatility in the markets. As of inauguration day, Wall
Recession avoided but uncertainty remains Many recession indicators have moderated over the past quarter. In November, The Conference Board’s Leading Economic Index increased for the
The Fed provides interest rate relief The U.S. economy is currently showing signs of resilience and stability. Inflation has moderated, approaching the Federal Reserve’s 2%
COMPANY OVERVIEW A Broad Portfolio of Industrial Components Parker-Hannifin Corporation, founded in 1938 and headquartered in Ohio, is a global leader inmotion and control technologies.
COMPANY OVERVIEW A Leader in High-Efficiency HVAC Solutions AAON Inc., established in 1988 by Norman H. Asbjornson andheadquartered in Tulsa, Oklahoma, is a leading manufacturer
COMPANY OVERVIEW Pioneering Brokerage Excellence with Global Reach Interactive Brokers Group, Inc. (IBKR), founded in 1978 by Thomas Peterffy, is a leading global brokerage firm
Inflation is a persistent economic force that erodes the purchasing power of money over time. As prices rise, investors seek ways to protect their wealth
COMPANY OVERVIEW A Stable and Growing Insurance Leader Arch Capital Group Ltd. was founded to address the surge in demand for insurance and reinsurance capacity
The usual suspects are driving this market higher The major stock market indices rose over the past quarter due mostly to only a handful of
COMPANY OVERVIEW Health Plans and Pharmacy Benefit Management The Cigna Group is a global health services company that offers a wide range of pharmacy, medical,