2 Question Tuesday – 04/01/2025 – What’s Your View on Rising Inflation and the Market Posting Its 5th Weekly Loss? Has the Threat of Tariffs Pulled Demand Forward and Set Us Up for a Recession?
Welcome to 2 Question Tuesday. This week’s client submitted questions were:
- What’s your view on rising inflation and the market posting its 5th weekly loss?
- Has the threat of tariffs pulled demand forward and set us up for a recession?
Phil, Mike, and Larry talk about how the Fed’s preferred inflation reading rose higher than analysts’ forecasts — 0.4% from January and 2.8% from last year — sending the S&P 500 down for its fifth week out of the last six. They then discuss how the threat of tariffs has pulled forward purchases by consumers and businesses and whether that’s artificially propping up the economy and setting us up for a recession.
Submit your questions to question@2questiontuesday.com
As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.