March Market Madness: What to think

I am sure it comes as no surprise to you all, market sentiment saw a material shift in February. After the election, markets started to look towards the possibility for stronger growth and less regulation. We observed this in markets as the interest rates on long-term US bonds and the value of the US dollar, relative to global currencies, moved significantly higher.

As we saw more clarity on tariff policy, government spending concerns, and layoff headlines, a dramatic shift from those high growth expectations to nervousness about economic slowdown occurred. Interest rates on the 10-year US treasury bond peaked at roughly 4.8%, now down to roughly 4.2%, as of this writing. According to the Atlanta Fed “GDPNow” tracker, GDP growth estimates slowed significantly beginning on February 28, bottoming out in the beginning of March.

This backdrop leaves investors trying to assess a range of future outcomes in real time, creating uncertainty and driving stock prices lower as investors hedge for future risks. The question is, how close are we to “peak uncertainty”?

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Advisory services offered through National Wealth Management Group, LLC, a Registered Investment Adviser. This information is intended for educational purposes and is not intended as a recommendation to buy or sell securities. Investing involves risk. Before investing, you should consult with a financial advisor to determine how a specific investment strategy fits your personal goals and objectives.