Archive for May 2025
AEWM Wealth Report: A Recessionary Tale
Download PDF Version Is the U.S. headed for — or already in — a recession? Some of the signs point to yes, but we may not know until it’s already over. Overview After President Trump announced new tariffs against a wide range of countries early in his second term, talk of a potential recession in…
Read MoreAE Wealth Management: Weekly Market Insights | 5/18/25 – 5/24/25
Weekly Market Commentary THE WEEK IN REVIEW: May 18-24, 2025 Market focuses on reconciliation bill For the first time in some time, markets weren’t focused on tariffs last week — at least until Friday. Most of the week was consumed with discussions of the tax package, which made its way through the House and is…
Read MoreAE Wealth Management: Weekly Market Insights | 5/11/25 – 5/17/25
Weekly Market Commentary THE WEEK IN REVIEW: May 11-17, 2025 Market wipes out 2025 losses And just like that, the market is right back to where it was at the start of the year. All it took was the news of a tariff suspension for China for 90 days and that a broader deal will…
Read MoreAE Wealth Management: Weekly Market Insights | 5/4/25 – 5/10/25
Weekly Market Commentary THE WEEK IN REVIEW: May 4-10, 2025 Fed says we can afford to wait The Federal Reserve’s May meeting concluded last Wednesday but brought us no clarity about what to expect for the future direction of interest rates. What we got, instead, was one big fat “we’ll see” and unchanged rates.1 The…
Read MoreAE Wealth Management: Weekly Market Insights | 4/27/25 – 5/3/25
Weekly Market Commentary THE WEEK IN REVIEW: April 27 – May 3, 2025 Halfway to recession? After a lot of handwringing and hypothesizing, we finally got the advance reading of first-quarter gross domestic product (GDP).1 At one point a few weeks ago, the Atlanta Fed was predicting a -2.5% reading — a stunning reversal from…
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