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Daily Market Commentary

May 14, 2025

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May 14, 2025

Bonds & Stocks
Wall Street’s epic rebound from April’s meltdown is showing some signs of exhaustion amid speculation the market has run too fast amid risks stemming from a trade war to an economic slowdown and sticky inflation.

Economy
US ports face a volatile operating environment this year. Cargo shipments could be pulled forward again amid a 90-day tariff de-escalation with China that expires toward the end of the peak holiday-shipment season. That raises the risk of supply-chain bottlenecks that could push up shipping costs.

World
The Japanese government is likely to establish 1% growth in real wages as its first-ever official target for pay increases, a move that comes as prolonged inflation continues to exert a drag on domestic demand.

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.