
Weekly Market Recap | 04/07/2025
What Happened Last Week Tariff Shock: Trump’s huge tariffs—a 10% baseline already in effect and
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What Happened Last Week Tariff Shock: Trump’s huge tariffs—a 10% baseline already in effect and
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Will Trump’s tariffs push the greenback even higher? The U.S. dollar has risen sharply in
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What Happened Last Week Lower Rates: Downside inflation surprises in the U.S. and U.K. and
Watch Now Mike Dickson sees early-year volatility as ‘normal’, with positive signs from CPI, retail
Will the U.S. economy’s growth machine keep on humming? Surging bond yields are rattling investors,
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Watch Video As stocks dip and Treasury yields climb, CIO Scott Ladner remains cautiously optimistic.
What Happened Last Week Global Selloff: Stocks fell as rising yields and rate uncertainty pressured
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What Happened Last Week Hawkish Cut: The Fed cut 25 bp and pointed to a
What Happened Last Week Equity Reprieve: U.S. large-cap gains paused last week despite a rally
While inflation remains sticky in areas like services and housing, Mike sees an opportunity to
Inflation concerns, rather than growth expectations, could be behind the rise in 10-year yields, especially
What Happened Last Week Yields Pushed Higher: Talk of fiscal worries added to the existing
What Happened Last Week New All-Time High: S&P 500 notches new all-time highs and posted
“We’re looking under the hood of the micro,” says Horizon Investments’ Zach Hill. He looks
The stock market is two years (and counting) into a bull market. Last Saturday marked
What Happened Last Week Price Action: Fresh all-time highs in U.S. large caps on bank
What Happened Last Week Geopolitical Volatility: Oil soared over 9% as investors weighed Israeli retaliation
During a recent conversation with Schwab Network, Chief Investment Officer Scott Ladner highlighted three key
Defensive stocks have come into focus as global tensions have risen in recent weeks –
What Happened Last Week China: Property market support was announced over the weekend in major
What Happened Last Week Fed: Equities rallied as the Fed cut 50 bps to kick
https://www.youtube.com/watch?v=-f7S0cz_D-4&t=95s We remain bullish on equities, anticipating that continued support from the Fed will drive
What Happened? The Federal Reserve (Fed) started their much-awaited easing cycle on Wednesday after holding
What happened last week Stocks Rebound: U.S. large caps posted their best week of the
September holds its notorious history of challenging stocks. How could interest rate cuts affect the
What happened last week Price Action: Poor September seasonality may be to blame for a
Here’s how stocks may perform for the rest of 2024 As the fall harvest season
Despite Nvida’s recent slump, the market kept moving. Chief Investment Officer Scott Ladner joins Schwab
What happened last week NVDA: Nvidia’s (NVDA) beat and raise was not enough to impress
Fed Chair Powell tees up the long-awaited rate cut Fed Chair Powell said just about
What happened last week Powell Pivot: Chair Powell validated the market’s view that a rate
Best week of 2024 for the S&P 500 After a brief summer slump and a
U.S. company profits continue to impress. Earnings season is in the home stretch, with more
Market volatility spikes—but how much should you worry about it? The first full week of
A growing number of stocks are having their moment in the sun Everybody loves a
What happened last week AI Theme: NVIDIA (NVDA) rally to $3T in market capitalization vaults
What happened last week Revenge of the Meme Traders: Small-caps outperformed large-caps on resurgent trading
With GDP and inflation slowing, keep in mind our strong starting place. Chief Investment Officer
What happened last week Semis: NVDA’s “beat and raise” earnings report reignited the AI trade
Where do you go from yesterday’s Fed-induced sell-off? CIO Scott Ladner joins CNBC Worldwide Exchange
Utilities are the top performing sector this quarter. Is this the next AI play? Chief
What happened last week Price action: China led on a green week for global stocks,
https://www.youtube.com/watch?v=K_2CoH-Ju1o&t=8234s%20 Chief Investment Officer Scott Ladner joins Bloomberg to discuss large vs small business confidence.
Is the Fed out of play as a market catalyst at this point? Chief Investment
What happened last week Earnings: Strong earnings from AI-exposed mega-cap technology supported a modest rally
What happened last week Stocks rose for the first time in four weeks on the
Chief Investment Officer Scott Ladner joins Mornings With Maria on Fox Business to analyze this
Accelerating inflation and long-term growth have tilted the balance in favor of the hawks. Head
The market has done well in the face of repricing to half of their initial
Zach reviews the 4Q23 earnings season, what Horizon anticipates from the Fed and interest rates
Earnings momentum, disinflation, and a global easing cycle… is the US an attractive place to
The economy and inflation are lining up as investors hoped they would. All eyes were
Will December bring glad tidings to small-company stocks? Small-cap stocks have had quite the slog
Scott Ladner and Austin Fitch discuss the Fed announcement and the current market and what
U.S. stocks have clearly perked up so far this year. But now, two key market
This year we have seen a first for stocks and bonds. Welcome to uncharted territory.
Throughout 2022, investors have seen various positive economic developments as signs that the Federal Reserve
Investors are shifting gears in the wake of good inflation news. Will it last? The
We all know that last week’s inflation report showed headline inflation continues to surge, with
CIO Scott Ladner joins CNBC to discuss Treasuries, the Fed’s next moves, and the impact
It’s a game of “catch me if you can” between investors and the Fed these
“The recent CPI report threw cold water on hopes that the Fed could ease up
All eyes were once again on interest rates last week, as the European Central Bank
Scott Ladner, CIO of Horizon Investments, joins Worldwide Exchange to discuss his views on inflation
Zach Hill, CFA and ERShares COO Eva Ados joined Yahoo Finance Live after the closing
Red-hot inflation, and the Fed’s now-aggressive efforts to fight it, are pushing up mortgage rates
CIO Scott Ladner joined Liz Claman to discuss this week’s market sell-off and share his
“…unless supply chains heal rapidly or workers flood back into the labor force, any equity
U.S. companies start to report the effect of decades-high inflation on their profit margins.
As Americans become more comfortable with Covid-19’s transition from pandemic to endemic, two of our
Now that the Federal Reserve Board has started raising rates, the upcoming first quarter earnings
Fed Finally Moves Against Inflation With Rate Hike.
Watch this short video as Scott Ladner discusses the current market environment, the Fed, interest
As expected, the Federal Reserve Board on Wednesday raised the target range of the federal
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have
On Wednesday, March 10, 2021, Scott Ladner, Horizon’s Chief Investment Officer, spoke with CNBC Pro’s
Categories
Topics
What Happened Last Week Tariff Shock: Trump’s huge tariffs—a 10% baseline already in effect and the “reciprocal” tranche to be implemented on April 9—threaten a
Watch Now
Watch Now
Will Trump’s tariffs push the greenback even higher? The U.S. dollar has risen sharply in value versus other world currencies in the past few months,
Watch Now
What Happened Last Week Lower Rates: Downside inflation surprises in the U.S. and U.K. and dovish Fed comments fueled a move lower in Treasury yields.
Watch Now Mike Dickson sees early-year volatility as ‘normal’, with positive signs from CPI, retail sales, and broadening sector strength beyond tech. Head of Research
Will the U.S. economy’s growth machine keep on humming? Surging bond yields are rattling investors, fueling concerns that stocks may face turbulence ahead, driven by
Watch Video As stocks dip and Treasury yields climb, CIO Scott Ladner remains cautiously optimistic. Unlike 2022, when inflation and interest rate hikes were the
What Happened Last Week Global Selloff: Stocks fell as rising yields and rate uncertainty pressured equities. Economic Strength: Strong jobs data showed resilience, but “good
What Happened Last Week Hawkish Cut: The Fed cut 25 bp and pointed to a pause in their cutting cycle in January; economic projections and
What Happened Last Week Equity Reprieve: U.S. large-cap gains paused last week despite a rally across the mega-cap growth complex led by AVGO. U.S. Inflation:
While inflation remains sticky in areas like services and housing, Mike sees an opportunity to navigate this complexity. He spotlighted healthcare as a potential hidden
Inflation concerns, rather than growth expectations, could be behind the rise in 10-year yields, especially as prediction markets fluctuate with the election. Chief Investment Officer
What Happened Last Week Yields Pushed Higher: Talk of fiscal worries added to the existing upside momentum for U.S. yields. Stocks Sold Off: Global equities
What Happened Last Week New All-Time High: S&P 500 notches new all-time highs and posted gains for the sixth consecutive week. Price Action: Financials, value,
“We’re looking under the hood of the micro,” says Horizon Investments’ Zach Hill. He looks at how earnings season is proving to show continued resilience
The stock market is two years (and counting) into a bull market. Last Saturday marked the second anniversary of the current bull market for stocks.
What Happened Last Week Price Action: Fresh all-time highs in U.S. large caps on bank earnings and re-kindling of the AI narrative. Uncertainty: Market rallied
What Happened Last Week Geopolitical Volatility: Oil soared over 9% as investors weighed Israeli retaliation against Iran’s energy infrastructure. U.S. Jobs: A blow-out jobs figure
During a recent conversation with Schwab Network, Chief Investment Officer Scott Ladner highlighted three key sectors to watch in the months ahead: Technology (boosted by
Defensive stocks have come into focus as global tensions have risen in recent weeks – particularly in the Middle East. With elections around the corner
What Happened Last Week China: Property market support was announced over the weekend in major cities in addition to the raft of monetary and fiscal
What Happened Last Week Fed: Equities rallied as the Fed cut 50 bps to kick off its rate-cutting cycle, guiding for further rate decreases down
https://www.youtube.com/watch?v=-f7S0cz_D-4&t=95s We remain bullish on equities, anticipating that continued support from the Fed will drive markets higher as we close out the year. Head of
What Happened? The Federal Reserve (Fed) started their much-awaited easing cycle on Wednesday after holding their target rate in the 5.25-5.50% range since last July.
What happened last week Stocks Rebound: U.S. large caps posted their best week of the year, up about 4% and mostly reversing the worst week
September holds its notorious history of challenging stocks. How could interest rate cuts affect the market’s response? Chief Investment Officer Scott Ladner joins BNN Bloomberg
What happened last week Price Action: Poor September seasonality may be to blame for a more than 4% decline in U.S. large caps. AI Woes:
Here’s how stocks may perform for the rest of 2024 As the fall harvest season begins, it’s a time of reaping the rewards of hard
Despite Nvida’s recent slump, the market kept moving. Chief Investment Officer Scott Ladner joins Schwab Network to discuss a shift in focus to the broadening
What happened last week NVDA: Nvidia’s (NVDA) beat and raise was not enough to impress investors, resulting in a nearly double-digit sell-off. Strong Data: Second
Fed Chair Powell tees up the long-awaited rate cut Fed Chair Powell said just about everything investors wanted to hear during his Jackson Hole, Wyoming
What happened last week Powell Pivot: Chair Powell validated the market’s view that a rate cut is coming in September. Markets Rally: Investors took comfort
Best week of 2024 for the S&P 500 After a brief summer slump and a short-lived overreaction, stocks enjoyed their best week since November, up
U.S. company profits continue to impress. Earnings season is in the home stretch, with more than 90% of the companies in the S&P 500 index
Market volatility spikes—but how much should you worry about it? The first full week of August started with a bang: The S&P 500 dropped 3%
A growing number of stocks are having their moment in the sun Everybody loves a good comeback story: Seabiscuit. The Mighty Ducks. 493 stocks in
What happened last week AI Theme: NVIDIA (NVDA) rally to $3T in market capitalization vaults U.S. large caps to fresh all-time highs. Strong Payrolls Data:
What happened last week Revenge of the Meme Traders: Small-caps outperformed large-caps on resurgent trading in “meme-stocks.” Slightly Softer U.S. Data: 1Q U.S. GDP was
With GDP and inflation slowing, keep in mind our strong starting place. Chief Investment Officer Scott Ladner joins Fox Business Mornings With Maria to discuss
What happened last week Semis: NVDA’s “beat and raise” earnings report reignited the AI trade and propelled mega-cap tech to fresh all-time highs. Hawkish Fedspeak:
Where do you go from yesterday’s Fed-induced sell-off? CIO Scott Ladner joins CNBC Worldwide Exchange to discuss how he would play the markets. Watch Video
Utilities are the top performing sector this quarter. Is this the next AI play? Chief Investment Officer Scott Ladner joins Fox Business The Claman countdown
What happened last week Price action: China led on a green week for global stocks, ratcheting higher as Chinese policy support continues to improve the
https://www.youtube.com/watch?v=K_2CoH-Ju1o&t=8234s%20 Chief Investment Officer Scott Ladner joins Bloomberg to discuss large vs small business confidence. Watch Video
Is the Fed out of play as a market catalyst at this point? Chief Investment Officer Scott Ladner joins Yahoo! Finance on Market Domination to
What happened last week Earnings: Strong earnings from AI-exposed mega-cap technology supported a modest rally in US equities. Jobs report: The labor market remains strong
What happened last week Stocks rose for the first time in four weeks on the back of strong earnings. Economic data was weak, with GDP
Chief Investment Officer Scott Ladner joins Mornings With Maria on Fox Business to analyze this week’s earnings, recession probability, and Fed decision impacts on inflation.
Accelerating inflation and long-term growth have tilted the balance in favor of the hawks. Head of Portfolio Management Zach Hill, CFA®, Joins Schwab Network to
The market has done well in the face of repricing to half of their initial projected Fed cuts this year. CIO Scott Ladner joins Fox
Zach reviews the 4Q23 earnings season, what Horizon anticipates from the Fed and interest rates this year, and how these top-of-mind components translate into portfolio
Earnings momentum, disinflation, and a global easing cycle… is the US an attractive place to invest? Chief Investment Officer
The economy and inflation are lining up as investors hoped they would. All eyes were on the Fed this week as it held its first
Will December bring glad tidings to small-company stocks? Small-cap stocks have had quite the slog this year. Punished by rising interest rates and lingering fears
Scott Ladner and Austin Fitch discuss the Fed announcement and the current market and what they are watching.
U.S. stocks have clearly perked up so far this year. But now, two key market metrics show a heightened level of risk in domestic equities
This year we have seen a first for stocks and bonds. Welcome to uncharted territory. As we head to the finish line, stocks are down
Throughout 2022, investors have seen various positive economic developments as signs that the Federal Reserve Board was ready to pivot and end—or considerably scale back—its
Investors are shifting gears in the wake of good inflation news. Will it last? The tide is turning—maybe. Following last week’s news of lower-than-expected inflation,
We all know that last week’s inflation report showed headline inflation continues to surge, with the consumer price index (CPI) accelerating by 8.2% in September
CIO Scott Ladner joins CNBC to discuss Treasuries, the Fed’s next moves, and the impact of inflation on the markets.
It’s a game of “catch me if you can” between investors and the Fed these days. For the most part, the Fed’s recent series of
“The recent CPI report threw cold water on hopes that the Fed could ease up on policy tightening aimed at cooling inflation.” Zachary Hill, CFA.
All eyes were once again on interest rates last week, as the European Central Bank (ECB)—the eurozone’s equivalent of the Federal Reserve Board–raised interest rates
Scott Ladner, CIO of Horizon Investments, joins Worldwide Exchange to discuss his views on inflation and the Fed’s big decision this week.
Zach Hill, CFA and ERShares COO Eva Ados joined Yahoo Finance Live after the closing bell to examine the possibilities of a recession amid market
Red-hot inflation, and the Fed’s now-aggressive efforts to fight it, are pushing up mortgage rates at their fastest pace on record—and potentially putting the squeeze
CIO Scott Ladner joined Liz Claman to discuss this week’s market sell-off and share his thoughts on sectors, geopolitical risk, and the Fed.
“…unless supply chains heal rapidly or workers flood back into the labor force, any equity rallies are likely on borrowed time as Fed messaging becomes
U.S. companies start to report the effect of decades-high inflation on their profit margins.
As Americans become more comfortable with Covid-19’s transition from pandemic to endemic, two of our key expectations for this year are that consumer spending will
Now that the Federal Reserve Board has started raising rates, the upcoming first quarter earnings season could arguably be one of the most interesting and
Fed Finally Moves Against Inflation With Rate Hike.
Watch this short video as Scott Ladner discusses the current market environment, the Fed, interest rates and more on TD Ameritrade Network.
As expected, the Federal Reserve Board on Wednesday raised the target range of the federal funds rate—a key short-term interest rate—by 25 basis points from
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have an annual inflation rate of at least 5% in October.
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have an annual inflation rate of at least 5% in October.
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have an annual inflation rate of at least 5% in October.
On Wednesday, March 10, 2021, Scott Ladner, Horizon’s Chief Investment Officer, spoke with CNBC Pro’s Yun Li around the S&P 500’s record close as Biden