1 Healthcare Stock with Solid Fundamentals and 2 to Ignore
  • March 28, 2025

1 Healthcare Stock with Solid Fundamentals and 2 to Ignore

Healthcare companies are pushing the status quo by innovating in areas like drug development and digital health. But financial performance has lagged recently as players offloaded surplus COVID inventories in 2023 and 2024, a headwind for overall demand. The result? Over the past six months, the industry has tumbled by 9.8%. This performance was worse than the S&P 500’s 1.6% decline.

2 Industrials Stocks on Our Watchlist and 1 to Brush Off
  • March 28, 2025

2 Industrials Stocks on Our Watchlist and 1 to Brush Off

Whether you see them or not, industrials businesses play a crucial part in our daily activities. Unfortunately, this role also comes with a demand profile tethered to the ebbs and flows of the broader economy, and investors seem to be forecasting a downturn - over the past six months, the industry has pulled back by 8.6%. This drop was worse than the S&P 500’s 1.6% loss.

Analysis-Wall Street straps in for Trump’s tariff reveal; sees no end to fog of uncertainty
  • March 28, 2025

Analysis-Wall Street straps in for Trump’s tariff reveal; sees no end to fog of uncertainty

NEW YORK (Reuters) -U.S. President Donald Trump's scheduled April 2 tariff policy announcement could clear a fog of uncertainty that has clouded financial markets this year, yet few investors expect to get the definitive guidance they seek. Investors entered 2025 bullish about pro-growth government policies under Trump, but instead the stock market has swooned since his inauguration. Headlines on tariffs whipsawed Wall Street, knocking the S&P 500 as much as 10% earlier this month.

Wobbly US stocks face test with tariffs, jobs data
  • March 28, 2025

Wobbly US stocks face test with tariffs, jobs data

A rocky U.S. stock market will be tested in the coming week by a pivotal deadline for President Donald Trump's tariff plans and an employment report that could reveal a slowing economy. The S&P 500 was on pace for its second straight week of gains. "April is going to have a lot of moving parts and probably a lot of volatility following a really difficult March," said Eric Kuby, chief investment officer at North Star Investment Management Corp. "There's a lot of information that could move markets in a variety of different directions."