Market Minute by FS Investments
A weekly recap of equities, fixed income, commodities, and macroeconomic analysis from the FS Investments research team.
To read the full market minute or to sign up for the weekly email, with charts and data, go to https://fsinvestments.com/market-minute
Market Minute by FS Investments
Stocks slide on data, AI exhaustion—March 31, 2025
This week the increased volatility in the S&P 500, with the VIX ending above 20 due to renewed tariff concerns and negative economic data. The US announced 25% tariffs on imported cars and auto parts, negatively impacting global car makers and causing significant declines in equities like NVIDIA. In fixed income, the 10-year treasury yield rose to 4.3% amidst mixed economic data, with anticipated rate cuts in 2025. Commodities saw crude oil prices rising slightly, and gold continued as a strong performer, while economic data indicated a potential consumer pullback despite steady jobless claims and an increase in durable goods orders.
A weekly recap of equities, fixed income, commodities, and macroeconomic analysis from the FS Investments research team.
To read the full market minute or to sign up for the weekly email, with charts and data, go to https://fsinvestments.com/marketminute
