The tariff pinch: Estimating the impact on earnings Marta Norton walks through an analysis of tariffs and what could be coming for financial markets and consumers in Q2 2025.
Capital markets perspective: The final countdown With tariffs looming, markets, businesses, and consumers are waiting with anticipation for the Fed’s upcoming economic outlook.
Q2 markets outlook: Tariffs, inflation and AI The arrival of tariffs brings more complexity to U.S. fiscal policy and sets up what markets could look like in Q2 2025, according to Empower chief investment strategist Marta Norton.
Capital markets perspective: Unforced error Is ‘transitory’ the right way to describe what’s going on with the latest surge in inflation expectations? Only time will tell.
Taking Stock: Fed holds interest rates with wait-and-see approach Along with interest rates holding for the second consecutive meeting, the Fed's economic projections have shifted.
Capital markets perspective: In the dark Amid market volatility, mutterings about recession, and overall economic uncertainty, this week’s Fed meeting is still likely to go as expected.
Between the Margins: March 2025 market and economic commentary A look at what’s happening in the markets and economy with Empower’s chief investment strategist, Marta Norton.
February 2025 market recap: Volatility ahead Amid uncertainty surrounding tariffs and geopolitics, stock prices were mixed in February.
Inflation cools in February, but egg prices keep climbing After months of inflation stubbornly holding its ground, February's Consumer Price Index report brought some relief as prices overall rose 2.8% year-over-year, cooling slightly from January's 3% gain.
Taking Stock: February inflation report brings relief ahead of Fed meeting Marta Norton breaks down the Consumer Price Index report for February 2025 and how it's a spot of good news amid talk of tariff policy and possible rate cuts.
Market Moves: Declines rattle equity markets A "risk off" day in the markets emphasizes the importance of portfolio diversification and investor resilience.
Capital markets perspective: You may feel a little pinch Tariffs may be intended to induce profound discomfort in the near-term in exchange for the promise of longer-term healing for a U.S. economy.
