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So far, the earnings calls have had two themes: 1) tariffs/trade policy; 2) artificial intelligence (AI) spending. Fervent Wealth Management is a financial management and services entity in Springfield, Missouri.

President Trump announced last Tuesday night that a 15% tariff trade agreement with Japan, up from the previous rate of 2%, including the important Japanese automotive industry. Fervent Wealth Management is a financial management and services entity in Springfield, Missouri.

But with the market at historic highs, many investors are asking the same question: What now? Fervent Wealth Management is a financial management and services entity in Springfield, Missouri.

The strength of the market proves yet again that the fundamentals of the US economy and corporate America can withstand a lot. In a volatile first half, the S&P 500 experienced an impressive recovery from the April lows, ending June at a new record high. Fervent Wealth Management is a financial management and services entity in Springfield, Missouri.

There has been no shortage of market challenges in the first half of this year. There were tariff negotiations, a market correction, various Middle Eastern conflicts, a three-year low in the dollar, and a fight between President Trump and the Federal Reserve, all of which have the potential to negatively affect the markets.

Oil prices, geopolitical tensions, Federal Reserve policy — each headline seems to point in a different direction. Fervent Wealth Management is a financial management and services entity in Springfield, Missouri.

As investors look toward the second half of the year, markets are being pulled in opposing directions. Fervent Wealth Management is a financial management and services entity in Springfield, Missouri.

In February 2022, just a few days after telling the US government that it would stop sharing sensitive technology with its Chinese partners linked to the Chinese military, TuSimple transferred a large batch of data to a Chinese firm, which then passed it on to the Chinese army. Fervent Wealth Management is a financial management and services entity in Springfield, Missouri.

US stocks are split up into 11 sectors, three of which were up big in May. May’s big winners were technology (+10%), consumer discretionary (+9%), and communication services (+9%) in total returns. Fervent Wealth Management is a financial management and services entity in Springfield, Missouri.

For decades, the 60/40 investment portfolio—60% stocks and 40% bonds—was considered a reliable long-term growth and stability formula. Fervent Wealth Management is a financial management and services entity in Springfield, Missouri.

The stock market, it seems, has had a similar streak — from cold to hot in record time. After a sharp and unsettling drop in early April, markets have staged a remarkable comeback — the kind that turns heads and lifts spirits.

Investors and retailers worldwide received some encouraging news following the recent meeting between the US and China. The two countries, which happen to be the world’s two largest economies, agreed to lower tariff duties for 90 days.

Now that the largest publicly traded homebuilders have reported quarterly earnings, I thought it might be a good time to check in on this part of the market and what it might mean to local homebuilders as well. Fervent Wealth Management is a financial management and services entity in Springfield, Missouri.

Investors will soon turn their calendars and put the April market behind them. This was a wild month in the market. Fervent Wealth Management is a financial management and services entity in Springfield, Missouri.

The companies we are investing in have talented people who provide the world with quality products and services that consumers will continue to pay for. Fervent Wealth Management is a financial management and services entity in Springfield, Missouri.

U.S. Treasury yields—the so-called “risk-free” rate—are climbing fast. That might sound good for savers, but it’s a red flag for markets. Fervent Wealth Management is a financial management and services entity in Springfield, Missouri.

Initially, bonds gained after President Trump announced new tariffs on April 2, but they’ve since reversed course. Fervent Wealth Management is a financial management and services entity in Springfield, Missouri.

Though US stock markets entered the year with near all-time highs, they suffered losses in the first quarter ending March 31st. Fervent Wealth Management is a financial management and services entity in Springfield, Missouri.