CLOI - Investing Alongside Change
2025-04-24 07:22:00 ET
Summary
- Tariffs can continue to drive market volatility.
- A focus on lower rates is understandable with the growing uncertainty of where the debt is going.
- Federal spending has been a large contributor to overall economic activity over recent years. The magnitude of cuts here will be important to watch.
- We like being a lender in Europe. Euro credit performed terrifically well on the back of the German fiscal announcement.
April's Incredible and Historic Moves:
Risk-assets struggled amidst extremely volatile price action as investors weighed the probabilities of tariffs hitting profits and valuations. ...
Investing Alongside Change