Markets rebounded in January, but investor sentiment remains mixed as strong economic data delays expected interest rate cuts. Above-forecast inflation and employment reports have pushed the Fed’s timeline further out, adding to market uncertainty.

Meanwhile, new tariff threats from the Trump Administration have stirred concerns, with potential impacts ranging from border security to global trade. The lack of detail has added pressure to an otherwise earnings-strong environment.

For helpful context, we recommend this Capital Group article, which outlines how various tariff scenarios could influence future market performance.

As we move through Q2, inflation, jobs, and trade policy will remain closely watched themes, alongside a surprisingly strong earnings season: 78% of S&P 500 companies reporting through Feb. 13 have beaten profit estimates by an average of 6%.

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