"There are always flowers for those who want to see them."
- Henri Matisse
May’s best performance in 35 years carried momentum into June and has several indices within a few percentage points of February’s all-time highs. A positive shift in tariff tone, combined with strong earnings results and bearish investor positioning, catalyzed the recovery. Given the fluid and rapidly changing nature of key inputs, the market’s resilience surprised many. Of course, investors trying to get a clear picture of the backdrop still face a set of challenges. With volatility expected to remain elevated, the question remains, now what? As always, we defer to our technical, fundamental, and macro disciplines to assess the risks and guide our outlook. Click to read the full June BakerAvenue Prudence Indicator (BAPI) commentary and view the market update video from BakerAvenue's Chief Investment Officer, Doug Couden, CFA.
Join our experts, Doug Couden, CFA, Chief Investment Officer, and King Lip, CFA, CMT, Chief Strategist, as they address factors impacting the market and our top client questions. Moderated by Tim Gordon, CIMA®, Wealth Solutions, Managing Director.
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