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Financial Markets

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Asset Inflation's Debt
Global Portfolio Strategy Second Quarter 2025

 

A trade war predicated on tariffs and the reshoring of industrial capacity is inconsistent with operational efficiency and the objective of expanding US exports. Profits will bear the burden.

 

The Scorecard

A Daily Summary of Public Market Asset Class Returns.

Source: Data from IEX Cloud. CRM calculations. All returns are expressed in percent. One, Three, and Five-Year numbers are annualized rates. MTD = Month-to-Date. YTD = Year-to-Date. ETF represents indicative Exchange Traded Fund. Data updated at the end-of-day.

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