Markets began 2025 on a strong note, with equities reaching record highs despite volatility driven by bond sell-offs, tech earnings concerns, and rising tariffs.
- Equities Rally Amid Uncertainty: S&P 500 and STOXX 600 hit all-time highs, but risks persist due to shifting monetary policy and global trade tensions.
- Tariff Risks Increase: US-imposed tariffs on Canada, Mexico, and China could escalate trade instability and impact global asset prices.
- China’s Economic Balancing Act: Policy stimulus supports growth, but deflation and high savings rates pose challenges.
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![Oil refinery Finland. Credits: Carlos "Grury" Santos / Unsplash](https://images.investmentofficer.com/cdn/ff/z7gfGi--hLqn6M3c-mcg3sluahSkctIkN_0H1WYFlfo/1774357697/public/styles/thumbnail/public/2026-03/carlos-grury-santos-Me4Vgoi9Gd8-unsplash.jpg?itok=Ojyen-Qi "Oil refinery Finland. Credits: Carlos "Grury" Santos / Unsplash")
