Category: Monster Market Commentary

First-Quarter 2025 Thematic Growth Update

5/5/25 Volatility in the first quarter increased dramatically ahead of President Trump’s highly anticipated tariff plan. That volatility accelerated at the start of the second quarter, as tariff announcements were significantly worse than expected. The market underestimated Trump’s determination to reshape global trade, and the market may still be underestimating the potential impact. This ongoing …

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