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Daily Market Commentary

January 27, 2025

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January 27, 2025

Bonds & Stocks

Wall Street had a rough start to the week on concern that a cheaper artificial intelligence-model from China could threaten the dominance of US technology, spurring a selloff in stocks and a flight to haven assets. From New York to London and Tokyo, equities got hammered, with the S&P 500 dropping 1.9% and the Nasdaq 100 down 3.1%.

Economy

The yield on 10-year US notes fell as much as 12 basis points — the most in almost two weeks — to 4.50%, while the policy-sensitive two-year rate dropped 10 basis points to 4.17%, the lowest in over a month. Haven currencies including the yen and the Swiss franc surged.

World

US President Donald Trump announced sweeping tariffs on Colombia before abruptly pulling the threat after reaching a deal on the return of deported migrants, a move that rattled global markets in the space of several hours.

The information represented herein was obtained from various sources, which we believe to be reliable. Neither the information presented nor opinions expressed constitutes an offer to buy or sell any security. And it is not intended to guide the investor on which securities to buy, or when to buy or sell.