Newsroom, Economy & Markets gbfadmin Newsroom, Economy & Markets gbfadmin

Trump Has The Stock Market and Fed Cornered

The stock market selloff continues amid the escalation of the trade wars between the US and 180 other countries.  It’s left investors asking the questions:

  • Where is the bottom?

  • Are we headed for a recession?

Unfortunately, the answers are largely rooted in the decisions that President Trump makes in the coming days and weeks.   There have been talks about the Fed decreasing rate, tax reform getting passed sooner, negotiations beginning with 50 of the 180 countries that we placed tariff on, but in this article we are going to explain why all of these solutions may be too little too late when it comes to the overall negative impact that tariff are currently having on the US economy. 

Read More
Newsroom, Economy & Markets gbfadmin Newsroom, Economy & Markets gbfadmin

Trump’s Reciprocal Tariff: Renegotiating with the World

Yesterday, April 2, 2025, President Trump announced new tariffs, referred to as “reciprocal tariffs,” against more than 180 countries simultaneously. Both the magnitude of the tariffs and the number of countries against which they will be levied far exceeded market expectations.  This raises new concerns for investors regarding how these new tariff policies will impact the US economy, both in the short term and long term.

While policy can be debated regarding whether or not the new tariffs will bring positive long-term change to the US economy, we believe that additional risk may lie in the method by which the new policy is being implemented. As we have seen in business many times, the right strategy, executed the wrong way, can lead to unexpected negative outcomes. 

Read More
Newsroom, Economy & Markets gbfadmin Newsroom, Economy & Markets gbfadmin

The March Selloff – Trouble on the Surface

March was a tough month for the stock market, with the S&P 500 Index dropping by over 5% for the month.  With the new “Liberation Day” tariffs going into effect on April 2nd, many investors are asking if the new tariffs and the recent stock market correction warrant a change in investment strategy.   Will the selloff continue, or are we in store for a market rally in April? 

In this article, we will share our market analysis, highlight key economic data points to watch as the new tariffs are rolled out, and answer the question: Do recent events warrant a change in investment strategy? 

Read More
Newsroom, Economy & Markets, Investing gbfadmin Newsroom, Economy & Markets, Investing gbfadmin

So Where Is The Recession?

Toward the end of 2022 and for the first half of this year, many economics and market analysts were warning investors of a recession starting within the first 6 months of 2023. Despite those widespread warnings, the S&P 500 Index is up 16% YTD as of July 3, 2023, notching one of the strongest 6-month starts to a year in history. So why have so many people been wrong about their prediction and off by so much?

Read More

Posts by Topic