The weight of evidence suggests that the current equity market decline should be viewed as a short-term pullback within an ongoing, longer-term bull market. However, we are watching indicators closely for changes in global economic/market health. Below are five charts we will be paying special attention to in Q2.
Monetary and fiscal policy are now decisively stimulative to the economy thanks to interest rate cuts and the passage of the One Big Beautiful Bill Act. This should provide a tailwind to investments.
