Last week’s dramatic rebound in the U.S. stock market offered a powerful reminder that, in investing, trying to time the tides can leave you stranded. At Elevage Partners, we often say it’s not the storm that defines your journey — it’s your ability to stay the course. The market’s behavior over the past month perfectly…

After weeks of sharp market swings, last week offered a brief—if uneasy—pause. But beneath the surface, investor anxiety remains high—and much of it stems not from economic fundamentals, but from the widely noted pattern of abrupt and shifting U.S. policy decisions that are challenging the global economic order investors have relied on for decades. Markets…

Global investors were given little reprieve last week as markets swung wildly in response to geopolitical developments, inflation reports and mounting uncertainty around U.S. economic policy. From equities to bonds, the usual hedges failed to provide shelter — leaving investors grasping for stability in an environment increasingly shaped by policy unpredictability rather than fundamentals. Equities…

Last week’s sell-off will go down in history. In just two days, the S&P 500 dropped by nearly 10% and the Nasdaq fell more than 12%. It was a dramatic and sudden correction, reminiscent of Black Monday in 1987, the post-Lehman crash of 2008, and the market freefall triggered by the COVID-19 shutdowns in March…

Uncertainty Explains the Rocky Start for Financial Markets in 2025 U.S. stock markets posted gains early in the first quarter. The S&P 500 Index, a broad measure of market performance, even closed at a record high of 6,144 on Feb. 19. But then uncertainty came knocking. Concerns about an economic slowdown weakened consumer confidence. Sky…

Last week delivered a flurry of economic data—and none of it helped investors feel more optimistic. Consumer sentiment dropped sharply, inflation proved sticky and U.S. equities endured one of their worst weeks of the year. With recession concerns increasing and policy uncertainty around tariffs, the current mood can best be summed up in one word:…

U.S. equity markets stopped a four-week losing streak last week as what had been a steady stream of tariff talk was reduced to a trickle. The Trump administration has set April 2 as the date it will unveil its broader tariff-driven trade policy. The goal will be to implement reciprocal tariffs that aim to level…

Another week of rapid sell-offs has officially pushed U.S. equity markets into correction territory. Despite a strong rebound during Friday’s trading session, the S&P 500 closed Thursday more than 10% below its recent record high — reached just three weeks ago. This downturn marks one of the fastest 10% declines recorded since 1929, according to…

U.S. stock markets finished last week sharply lower. Finally equity investors have returned their verdict on the chaotic policy headlines: It is decidedly negative. Before a late rally off its low on Friday afternoon, the S&P 500 Index was trading 6% lower than its recent all-time high reached only three weeks ago. The Nasdaq Index,…