Omaha Retirement Planning

While inflation uncertainty still remains a concern, March headlines centered around a new driver of volatility: Tariffs. See the details and additional insights in the monthly market review.

In his latest Weekly Bond Market Commentary, Senior Strategist Doug Drabik discusses that there is a lot of power in knowing what you own and that an individual bond will perform strictly as intended from day one through maturity.

Contracts tied to the S&P 500, NASDAQ 100, and Dow industrials are sharply lower. Market participants are waiting on President Trump's reciprocal tariff announcement on April 2 and reacting to some negative tariff-related headlines over the weekend. Read more in the Morning Brew.

Tariffs are likely to stick around for longer than expected but uncertainty remains. Chief Economist Eugenio Alemán details possible tariff effects on consumer spending and how his economic forecast has been revised as a result.

As Q1 comes to a close, we reflect on a challenging quarter, with the S&P 500 experiencing its first 10% correction since August 2023. CIO Larry Adam is looking ahead and offers a preview into his 2Q25 outlook in the latest Weekly Headings.

There's a negative bias in early trading. Pre-open declines in some mega caps have contributed to the downbeat morning, along with ongoing angst about US trade policy. Treasuries have experienced increased buying. Read more in the Morning Brew.

The S&P 500 has displayed a robust response from oversold conditions. MACD is turning higher, risk-on posture has resumed its uptrend, and underlying momentum is improving as technical indicators recover from the recent ~10% pullback. Read more in the Weekly Market Guide.

The market is still waiting on reciprocal tariffs to be announced on April 2. President Trump said in an interview that he doesn't want "too many exceptions," but also said that he would be "more lenient than reciprocal," according to Bloomberg. Read more in the Morning Brew.

Early trading has been muted after yesterday's robust rally in the major indices. Contracts tied to the NASDAQ 100, S&P 500, and Dow industrials are slightly higher, but moves are limited. Read more in the Morning Brew.

There's a lot of noise out there for investors to digest. Individual bonds can mitigate or eliminate much of the uncertainty created by the noise and provide greater assurance for investors wanting or needing a source of capital preservation, notes Senior Strategist Doug Drabik.