Inflation Comes in Cooler Than Expected Investors anxiously awaited this week’s report of the latest Consumer Price Index data wondering if price increases resulting from higher tariffs would be reflected in the report. The report revealed month-over-month and year-over-year increases that were both lower than forecast. This would indicate that tariff related price increases are...
Welcome to Five in Five, a monthly publication from the Investment Team at BTC Capital Management. Each month we share graphs around five topics that illustrate the current state of the markets, with brief commentary that can be absorbed in five minutes or less. We hope you find this high-level commentary to be beneficial and...
Equities look past tariffs as the VIX completes a full retracement of Liberation Day spike Equities rose on the week as investors continue to build optimism that the worst of the tariff impacts have passed. The S&P 500 was up 1.3% as technology names have been driving broader market momentum. NVIDIA has moved higher post-earnings,...