Category: Market Commentary

Coldstream is excited to share its MarketCast for the fourth quarter of 2025, where we discuss the events of the third quarter of 2025 and look ahead to the coming year. This short video presentation offers commentary and analysis of the market and economy, examining the factors influencing the environment and shaping the landscape. In [...]

Quarter Highlights Global growth has proven resilient, despite trade shocks. Since “Liberation Day,” forecasts have rebounded and even improved for 2026. Still, inflation and a weaker U.S. dollar remain the lingering scars of tariff escalation—adding to rising fiscal concerns worldwide. Recession fears have largely faded. A strong consumer market and an acceleration in AI-related capital [...]

Quarter Highlights Stabilizing Global Growth Amid Evolving Trade Dynamics Despite recent macroeconomic, policy, and geopolitical challenges, global economic resilience is strengthening. Investor attention is shifting from U.S.-centric growth to a more diversified global perspective. U.S. Tariff Policy Presents Ongoing Growth and Inflation Risks While recession fears have eased, lingering tariff threats and policy uncertainty may [...]

Coldstream is excited to share its MarketCast for the third quarter of 2025, where we discuss the events of the second quarter of 2025. This short video presentation offers commentary and analysis of the market and economy, examining the factors influencing the environment and shaping the landscape. In this MarketCast, Chief Investment Officer Bryan Shipley, [...]

The recent escalation of tensions in the Middle East, particularly following U.S. military actions in response to the ongoing conflict between Israel and Iran, has understandably raised a variety of concerns among investors. At Coldstream, we are committed to keeping you informed about important developments, their potential impact on financial markets and how we can [...]

Clients don’t often see the behind-the-scenes examination and analysis in which Coldstream’s Investment Strategy Group (ISG) engages as part of their regular evaluation of the market landscape. The firm’s periodic ISG webinars offer an opportunity to dig into some more detailed conversations and insights around the market, the economy, the outlook for investors, and the [...]

Coldstream is excited to share its MarketCast for the second quarter of 2025, where we discuss the events of the first quarter of 2025. This short video presentation offers commentary and analysis of the market and economy, examining the factors influencing the environment and shaping the landscape. A quick note: this MarketCast was recorded based [...]

The market volatility that we’ve seen recently as a result of the Trump administration’s tariff announcement is naturally generating anxiety among investors. Although we all understand the risks of investing, it can take investors by surprise when market shocks occur. But as both investment professionals and students of markets and economies, we are well prepared [...]

As we navigate the opening months of 2025, the Trump Administration’s policy agenda is once again making headlines, with a focus on deregulation, immigration, government reform, and most notably through the recent introduction of tariffs on imports from key trading partners such as Canada, Mexico, and China. These shifts are understandably stirring some uncertainty, as [...]