2025 began with broad optimism for economic growth, particularly in the US, despite impending tariffs as well as other economic policy changes. However, optimism faded in late March and early April as the US stock market fell significantly following the “Liberation Day” tariff announcements. Additionally, global expectations for GDP growth have diminished, while inflation expectations have risen even as current inflation measures moderate.
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2025 Mid-Year Capital Markets Update
2025 began with broad optimism for economic growth, particularly in the US, despite impending tariffs as well as other economic policy changes.
Yet, in the first quarter, US stocks suffered relative to non-US. Optimism further turned to unease in April, as the US stock market fell significantly following the “Liberation Day” tariff announcements.
What’s In a Name?
My uncle, Hank Fisher, liked to tell stories and liked to create names. This story is about how he named Syntrinsic.
Professionally, Hank Fisher helped companies develop their brand identities and names. Vectra Bank. Synovus. Concentra, and many other created names that have become familiar with time and usage.