Weatherstone Capital Management April 2025 Manager Commentary: The Global Reset – Market Implications of a New Trade Era
Financial market performance in 2025 is increasingly being shaped by one central question: Will President Trump’s global trade reset work? Markets remained relatively stable and modestly positive through the early part of the year. That changed in February with the announcement of initial tariff policies. Concerns quickly escalated, particularly around the potential inflationary impact of…
Weatherstone Capital Management October 2025 Manager Commentary: Market Momentum Remains Strong While Labor Markets Show Signs of Weakness
Typically, the summer months bring increased volatility and subpar returns for financial markets —but this year was an exception. Market conditions remained relatively stable, and both U.S. and international equities performed well. Global bond markets were generally quiet, with yields on U.S. government bonds moving slightly lower. As signs of labor market weakness emerged, the…