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A recent survey of American CEOs shows less optimism about the future. Only 26% of respondents plan to increase capital spending, and 29% expect to hire more employees —down sharply from 56% and 60%, respectively, in January. 1
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While 71% of Amazon’s third-party sellers source products from China, the company is partially protected from tariffs thanks to its Web Services (AWS), which made up 58% of operating profit in 2024 despite representing just 17% of revenue. 2
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The S&P 500's 16.9% drop from Inauguration Day to April 8 was the most significant 55-day decline into a Presidential term since 1928. The next worst was a 16% drop in early 2001 during George W. Bush's first term. *3
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78% of the stock market's best days have occurred during bear markets or the first two months of bull markets. Missing the 10 best days over the past 30 years would halve your returns, and missing the best 30 days would reduce returns by 83%. *4
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Chief Executive - "Tariffs Push CEO to Multi-Year Low in April Poll"
- The Motley Fool- "President Trump's 145% China Tariffs will Hurt Amazon. Here's Why I'M Still Buying the Stock"
- MFS- "Beyond the News"
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HF - "Timing the Market is Impossible"
*Past performance is not indicative of future performance
Economic Calendar
Monday:
U.S. leading economic indicators (Mar)
Tuesday:
Philadelphia Fed President Patrick Harker speaks, Minneapolis Fed President Neel Kashkari speaks, Richmond Fed President Tom Barkin speaks
Wednesday:
Chicago Fed President Austan Goolsbee opening remarks, St. Louis Fed President Alberton Musalem and Fed Governor Christopher Waller speak, S&P flash U.S. services PMI (Apr), S&P flash U.S. manufacturing PMI (Apr), New home sales (Mar), Fed Beige Book, Atlanta Fed President Bostic speaks,Cleveland Fed President Beth Hammack speaks
Thursday:
Initial jobless claims (Apr), Durable-goods orders (Mar), Core durable orders (business investment) (Mar), Existing home sales (Mar), Minneapolis Fed President Neel Kashkari speaks
Friday:
Consumer sentiment (final) (Apr)
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