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March market recap: Heightened uncertainty

Money

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Heightened uncertainty surrounding tariffs and other policies drove investors to reduce risk in U.S. equities in March. The total U.S. stock market fell nearly 6%. 

Capital markets perspective: Unknown unknowns

Money

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Amid a new set of tariffs, Portfolio Strategist Tom Nunn reviews the "known knowns," "known unknowns," and "unknown unknowns" shaping the markets.

Taking Stock: March jobs report positive as tariffs drive volatility

Work

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With markets reacting to new tariff announcements, the March jobs report stands out.

The tariff pinch: Estimating the impact on earnings

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Marta Norton walks through an analysis of tariffs and what could be coming for financial markets and consumers in Q2 2025.

Capital markets perspective: The final countdown

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With tariffs looming, markets, businesses, and consumers are waiting with anticipation for the Fed’s upcoming economic outlook.

Q2 markets outlook: Tariffs, inflation and AI

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The arrival of tariffs brings more complexity to U.S. fiscal policy and sets up what markets could look like in Q2 2025, according to Empower chief investment strategist Marta Norton.

Capital markets perspective: Unforced error

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Is ‘transitory’ the right way to describe what’s going on with the latest surge in inflation expectations? Only time will tell.

Taking Stock: Fed holds interest rates with wait-and-see approach

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Along with interest rates holding for the second consecutive meeting, the Fed's economic projections have shifted.

Capital markets perspective: In the dark

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Amid market volatility, mutterings about recession, and overall economic uncertainty, this week’s Fed meeting is still likely to go as expected.

Between the Margins: March 2025 market and economic commentary

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A look at what’s happening in the markets and economy with Empower’s chief investment strategist, Marta Norton.

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