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Markets and the Economy

Put recent portfolio performance in context with market themes, our outlook and your goals.

The Weekly Five

Longer Days, Shorter Patience

As the days get longer, investor patience appears to be getting shorter, with U.S. equity markets reacting to both the news and the noise. We discuss our updated outlook in this Weekly Five.

  1. What does the release of the PCE data this week say about inflation, the state of the consumer and the growth outlook in the U.S.?
  2. Can you comment on the relative weakness of U.S. equities — particularly of U.S. large-cap growth — to the broader equity universe to date in 2025?
  3. What are relatively stable credit spreads saying about the outlook for equities and for the broader economy?
  4. What are the latest developments on the administration’s tariff negotiations?
  5. How should investors position their portfolios in today’s environment?
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Put recent portfolio performance in context with market themes, our outlook and your goals. Our Invested publication includes the Weekly Five commentary, videos, podcasts and more.

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