Stonebridge Capital Advisors

April 2025 – Stonebridge Monthly Market Commentary

April 2025 – Stonebridge Monthly Market Commentary

Uncertainty remains as concerns around tariffs and growth continue driving market volatility. Addressing April’s market conditions and how this impacts Stonebridge’s investment strategies, our Director of Equity and Director of Fixed Income discuss what this means for the outlook ahead.

Key Takeaways:

  • Shifting Investor Sentiment
  • Underperformance versus Treasuries
  • Valuable Tools of Discipline and Patience

Read Commentary

2025 Stonebridge Economic Forum

Between the unveiling of the administration’s new tariff plan on “Liberation Day”, the “Wait and See Mode” of the FOMC and interest rates, and ongoing geopolitical events, 2025 has certainly been a whirlwind. In times of market uncertainty, we are reminded to stay disciplined through volatility.

On Thursday, April 10th, we hosted our annual Economic Forum, addressing President Trump’s tariff turbulence, market pullbacks, and renewed concerns of global growth, inflation, and recession. Hear from our Chief Economist, Director of Equity, and Director of Fixed Income as they discussed what lies ahead in 2025.

2025 Stonebridge Economic Forum

Economic Outlook: Special Update – April 7, 2025

On April 2nd, declared as “Liberation Day” for U.S. trade policy, President Trump announced the highly anticipated new tariff plan. Since its unveiling, market volatility has spiked and concerns over global growth and inflation have renewed.

Transitory Stagflation!

Providing his new forecast for the next chapter of the U.S. economy, our Chief Economist, Daniel E. Laufenberg, Ph.D., details what lies ahead for monetary and fiscal policy in 2025.

Read Economic Outlook: Special Update

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