Gary analyzes three themes driving the markets this week: the diverging performances of the primary equity indexes; volatility in the tech markets driven by AI-disruption fears; and the imminent inflation (CPI) report.
After hitting record highs, markets have pulled back as volatility returns and investors question whether the AI rally can keep up its pace. In this week’s episode, Gary breaks down what’s driving the recent swings, NVIDIA’s headline-grabbing earnings, and why expectations for another Fed rate cut are fading.
Markets balance strong tech earnings with tariff tensions, Fed uncertainty, and mixed GDP signals. Get insights on what’s driving equities, rates, and economic sentiment this week.
In the June 2025 edition of “Markets Monthly: Strategies & Perspectives,” get market updates and insights from Wealth Enhancement’s Investment Management team.
U.S. tariffs rising to 23% on April 5–9 may fuel global trade tensions, spark market volatility, and test investor resilience amid economic uncertainty.
"It's tough to make predictions, especially about the future" is a famous quote from Yogi Berra. We began the year with many predicting a recession of varying degrees, followed by a Federal Reserve rate-cutting cycle that would be welcomed by financial markets. We got neither.