Weekly Market Report: April 4th, 2025

Last week markets delivered a historic response to a historic, more draconian than expected government policy decision, putting tariff tax revenue, a “markup”, on all free and voluntary trade of goods between businesses and consumers. The S&P 500 logged its worst two-day period since the pandemic, closing down 9% on the week while the NASDAQ entered bear market territory. Developed international (-9%) and emerging markets (-7.3%) both fell sharply as well.

Market Anecdotes

• The Trump Shock of 2025, due to announced tariffs on U.S. imports of nearly 22% were well beyond what markets were expecting, translated to a top 20 worst two days in market history.
• The unexpected and confusing logic/math from the CEA and subsequent retaliation from China tanked global equity markets and sent both bond yields and the USD sharply lower.
• Complicating things for the Fed, despite dire consumer and business confidence, the economy has yet to register a material slowdown as evidenced by the strong March jobs report and slowing but respectable GDP growth projections with Atlanta Fed at -0.8% and NY Fed at 2.6%.
• Fiscal policy narratives now include a potential tax hike on the top bracket to help fund TCJA extension and other promised tax cuts alongside skepticism on the current reconciliation deal.
• The legality and constitutionality of one single person making the decision to raise taxes is highly suspect. Expect swift and forceful challenges to the invocation of the IEEPA of 1977.
• The Cliff Clavin note of the week illustrates U.S. population migration from large cities to smaller/mid sized and from cold weather to warm is alive and well.

Bullish Asset Allocation Narratives

  • Oversold conditions are present across U.S. equity markets, presenting a compelling buy the dip
    opportunity at some point soon.
  • An expected and more material slowdown in growth has yet to materialize (corporate fundamentals, labor market, consumption) and the private sector is relatively healthy and not facing significant structural imbalances.
  • Market volatility, poor POTUS approval ratings, or concessions will ultimately trigger trade deals.
  • Stagflationary tariff policies are unlikely to persist in the intermediate or long term after which fiscal stimulus (tax cuts) and deregulation may well resume the bullish narrative.
  • Depending on relative weights of tariff related inflation and tariff related sentiment/demand destruction, we may see a more rapid removal of restrictive monetary policy.
  • The bond market, as evidenced by sharply falling interest rates, seems far more concerned with a potential slowdown in growth than with fiscal deficits, US debt ceiling, and unfunded tax cuts which lowers the cost of capital and smoothes the path to passing fiscal stimulus legislation.
  • Fiscal stimulus and structural reform are set to boost growth in Europe, Germany in particular.
  • Constructive corporate fundamentals which ultimately drive markets, remain sound.
  • AI efficiencies are in the early innings of impacting productivity, inflation, and growth.

Bearish Asset Allocation Narratives

  • Risk aversion is likely to persist until heightened uncertainty surrounding trade policy, monetary policy, and fiscal policy begins to clear up.
  • A continuation of adverse trade policy and retaliation would accelerate deterioration in sentiment and economic growth, representing a key risk to markets and the overall economy.
  • A slowing labor market and negative business and consumer sentiment have the potential to lead to a self fulfilling decline in business spending and hiring as well as personal consumption.
This communication is provided for informational purposes only and is not an offer, recommendation or solicitation to buy or sell any security or other investment. This communication does not constitute, nor should it be regarded as, investment research or a research report, a securities or investment recommendation, nor does it provide information reasonably sufficient upon which to base an investment decision. Additional analysis of your or your client’s specific parameters would be required to make an investment decision. This communication is not based on the investment objectives, strategies, goals, financial circumstances, needs or risk tolerance of any client or portfolio and is not presented as suitable to any other particular client or portfolio.