February 2025 Monthly Commentary Orion

February 2025 Monthly Commentary Orion Recent data suggests that inflation is not only still present but has been creeping higher in recent months. the idea that we’re smoothly trending toward the fed’s 2% target may be premature. In this episode, brad gotto, ceo of fiat wealth management, and tim holland, chief investment officer at orion, sit down to break down what’s happening in the markets right now and what could be.

February 2025 Monthly Commentary Orion Explore insights and analysis in the february 2025 monthly commentary. discover key trends and business impacts in this february 2025 overview. At month end, a heated meeting between trump and ukraine’s zelensky laid bare the deterioration of their relationship, and odds are now increasing that the us will withdraw all support for the ukrainian war effort. Despite splashy headlines, equity markets again hit an all time high in january and finished the month with positive returns. looking ahead, markets now face a fluid backdrop, where new uncertainties introduce added complexity and volatility. Brad & tim are back for more market commentary. they discuss what happened in january, how we are currently positioned for the future, and one key data point towards the end!.

February 2025 Monthly Commentary Orion Despite splashy headlines, equity markets again hit an all time high in january and finished the month with positive returns. looking ahead, markets now face a fluid backdrop, where new uncertainties introduce added complexity and volatility. Brad & tim are back for more market commentary. they discuss what happened in january, how we are currently positioned for the future, and one key data point towards the end!. The commentary represents an assessment of the market environment through january 2025. the views and opinions expressed may change based on the market or other conditions. This month’s orion investment managers global review delivers clarity during heightened complexity. enjoy the read!. The price of gold closed the month above the important us$2,800 oz level for the first time ever. the threat of tariffs and ongoing policy uncertainty should continue to support gold demand as a hedge against inflation and uncertain economic growth. Conclusion one month of weak economic numbers does not constitute a trend and the measurable effect of tariffs remains to be seen, but investors’ early 2025 enthusiasm was definitely dampened in february.