Market Movements and Trade Tensions

This chapter explores the recent fluctuations in big-cap indexes amidst tariff concerns and evolving trade dynamics. It analyzes the cautious optimism among investors, the implications of federal stress tests for banks, and ongoing negotiations related to international trade agreements, particularly between the U.S., Canada, and China. The discussion also highlights challenges within the bond market and the anticipated changes in Federal Reserve leadership as policymakers navigate economic stability.