Worst case
[Editor’s note: Federated Hermes investment professionals are reviewing the Trump administration’s tariff announcement and will be providing further commentary in the coming days.] Every email in my inbox this morning starts with some form of, “this is worse than the worst-case scenario.” And, well, it’s hard to disagree. Going into the press conference, the consensus […]
Trade. Reimagined.
market snapshot
Self-fulfilling prophecy?
The S&P 500 soared 20% from early August into mid-February, to a record high of 6,147, as investors enthusiastically embraced the prospect of more constructive fiscal policy plans out of the new Trump administration. But that upbeat mood has clearly soured over the past six weeks, as many of Trump’s plans, particularly the implementation of […]
UK looks to shore-up finances amid weak outlook
market snapshot
A wary Fed
The markets can be sure of one thing about the members of the Federal Open Market Committee: they are uncertain. During his press conference after they met yesterday, Federal Reserve (Fed) Chair Jerome Powell used the word liberally with respect to the outlook, the impact of trade policies, forecasting and the balance of risks. In […]
German spending bill bolsters Europe rebound
market snapshot
The emergence of Gen-Z
Chartology
Tariff tensions shake Wall Street
market snapshot
America’s allies shore up their defences
International investors with an eye on the news will have been aware of some seismic shifts lately. At the recent Munich Security Conference, US Vice President Vance made it clear to the European NATO nations that they will have to do more to strengthen their own defence capabilities and security. Next came the much-discussed White […]
Strapped to the mast
Video transcript Overall, our outlook on equity markets around the world – from the US, Europe, and even emerging markets – is pretty positive on a two-year, even a three-year view. The issue is that in the near term there’s a lot of ‘sausage making’ and noise that could distract us and cause some volatility. We […]
