Rising geopolitical tensions and renewed fears of a tariff-driven trade war have injected fresh uncertainty and volatility into global markets. To help investors make sense of it all, we sat down on April 8th with prominent Wall Street strategist, Ed Yardeni, to ask five questions that are top of mind for investors.
Commentary: FMAX
Replay: Market Outlook with Ed Yardeni (2025-02-05)
Last week, we hosted our 7th Market Outlook with Ed Yardeni where the prominent Wall Street strategist provided his current thoughts on the U.S. economy and stock market, including three potential market scenarios and his probabilities for each. See below for a replay and key takeaways from the webcast.
Positive Outlook for U.S. Banks in 2025
The U.S. reporting season for the financial sector has kicked off, and the initial results for Q4 and guidance for 2025 have been largely positive. This optimism is reflected across both large-cap and small/mid-cap (“SMID-cap”) banks, indicating a robust financial landscape ahead, which would be beneficial for the Hamilton U.S. Mid-Cap Financials ETF (HUM)