Our Trade Desk

Please hold your applause—yesterday’s market move was nothing more than a theatrical relief rally. Yes, we are technically still in a bull market, but don’t let that fool you into a false sense of security.

In today's episode of "Economic Theater," the stock market decided to put on a performance that can only be described as an Oscar-worthy tragedy—thanks to the White House’s bold move to contemplate tariffs on Mexico and Canada.

On Friday, January 31, 2025, President Donald Trump announced the imposition of new tariffs: 25% on imports from Canada and Mexico, and 10% on imports from China, effective February 1, 2025.

That’s ridiculous! But it shows there is a lot of dumb money in the market, and the smart money traders are more than willing to take advantage of them.

This week is shaping up to be a busy one for investors, with the Federal Reserve’s interest rate decision and remarks from Chair Jerome Powell taking center stage on Wednesday.

Between January 20 and January 24, 2025, U.S. stock markets exhibited varied performances across different indices.

My cautious optimism from my previous post has proven to be well-founded so far. The market is regaining its footing, and while sentiment has shifted positively, it remains fragile.

On January 21-22, 2025, the S&P 500, NASDAQ, and Russell 2000 had mixed performances. Are we back on track?

The Consumer Price Index (CPI) for December 2024 was released on Wednesday, January 15, 2025.

The stock market this week is particularly focused on the Consumer Price Index (CPI) reading this Wednesday because it is a critical indicator of inflation.