Until the haphazard tit-for-tat tariff threats are behind us, the uncertainty means markets will remain on edge,
Our interactions with clients indicate that the mood music is changing. While many see recession talk as premature, concerns about erratic policy from the new administration abound, with the ‘uncertainty tax’ hitting growth expectations,
The expectations of Fed rate cuts have ... declined over, say, the last six months,
We don't think that we've seen the bottom,
We say this is a correction, not a bear market in U.S. stocks,
The markets are grappling with the notion of where fair value rests for a stock market that faces headwinds from tariffs, fiscal spending cuts and potentially softening economic data,
Russia’s rejection of the US-proposed 30-day ceasefire in Ukraine has reignited geopolitical instability,
We think RELX offers reliable growth in an environment where relative safe havens may be needed,
This market is just blatantly sick and tired of the back and forth on trade policy,
Obviously the stock market can have a significant negative wealth effect if it continues to take a dive,
Markets are going to go up and they’re going to go down,
We see a material risk that the US falls into recession this year owing to extreme US policies,
You can’t really watch the stock market,
The stock market is losing its confidence in the Trump 2.0 policies,
I think a lot of the stock market going down was because of the really bad four years that we had, when you look at inflation and all of the other problems, I mean wars and inflation and so many other problems,
Whether you like the stock market or not, it’s a leading indicator — the all-time leading indicator,
I think this country is going to boom. But as I said, I can do it the easy way or the hard way,
I don't see a catalyst that would spark this huge upside we're seeing in markets,
That's pretty good news in terms of inflation but the problem is, you have a trade war that's expanding,
The only problem is we don't know exactly how long it will go,