March 2025

One of the faster 10% thumping’s in memory put the market in the post-concussion protocol: every vital sign scrutinized, setbacks assumed, monitoring for lasting damages… Do bulls or bears face the burden of proof now?

As the US economy slows into a policy fog, investors try to focus on the centerline reflectors and listen for the rumble strips that may signal a breach of the market’s benign trend. Is a ‘New Golden Age upon us’?

The market enters March facing economic jitters and intense policy noise that’s denting confidence. Does the ‘Buy when uncertainty is high’ rule still apply? What to make of the ‘economic growth scare’ talk & can stocks find their footing?