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Showing posts from May, 2025

Market and Politics Report- May 2025

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Market and Politics Report- May 2025    An extremely eventful month for the markets, Washington, and trade. From trade deals, overseas trips, to the passage of the "one-big-beautiful bill" in the house, May was by far a pretty action-packed month.  To recap the earlier parts of the month, the Fed kept rates steady, at 4.25-4.50%, and the US made trade deals with the UK, as well as China. The Fed's news about the stabilization of the economy, in contrast to earlier activity in April because of the US tariffs, kept the major indexes and markets steady. Then with the major trade deals with the UK and China brokered by the Trump Administration, markets spiked, returning to pre-tariff levels once again. Also, CPI data for April came in early May at 2.3%, lower than expected. This helped to ease some consumer fears of recession and higher prices long-term. From May 13 to May 16, President Trump and various Fortune 500 CEO's, including Jensen Huang (NVDA) and Lisa Su (AMD), ...

Market Report- May 2025

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  What a busy start to May 2025! Major developments, such as the May Fed Meeting, the US-UK trade deal on VE Day, and the long-awaited US-China trade deal sparked movement in the market, as well as in politics.  During the last Fed Meeting on May 7th, interest rates were held steady, at 4.25%-4.5%. Chairman Powell noted that the inflation rate is not particularly concerning right now, risks for higher inflation rates and higher economic uncertainty are not off the table going forward. This is due to the economic volatility caused by the reciprocal tariffs imposed by the Trump Administration on April 2nd. Powell says that Trump's policy is "in a good place," and that the Fed will act accordingly to developments in the coming months, though not hinting at lowering interest rates in the future. On May 8th, President Trump announced that the US and the UK have signed a trade deal, with the goal of bolstering economic security for both nations, as well as ensuring a fair and o...

Market and Politics Report- April 2025

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Market and Politics Report- April 2025  April 2025, a tumultuous and unpredictable month in politics and on Wall Street. In early April, the Trump Administration rolled out tariffs on over 100 countries, sending global markets and governments into a frenzy. Major indexes took major hits, on multiple occasions throughout the month, while also having major recoveries on some trading days. Through this volatility, the major indexes, on average, lost between 1-3%, with the NASDAQ getting hit the hardest. This was likely due to tech stocks taking major losses due to fears of supply chain security with Asia, since the tariffs have slowed down trade of crucial technology supplies (like computer chips) from Asia to the US. A notably hard hit stock in the US was Tesla, down over 45% from its high due to growing concern over tariffs, and CEO Elon Musk's involvement with the Trump administration as a senior advisor to the President and head of DOGE (Department of Government Efficiency). To me...