The View from 5th Avenue

The View from 5th Avenue – 27 March 2025

Uncertainty reigns supreme as Washington continues to roll out tariff headlines, and traders still have 3 sessions until the April 2nd “Liberation Day”. Auto tariffs were the culprit this time and the auto sector responded by seeing the manufacturers drop (Ford -3.9%, GM -7.4%, Stellantis -1.3%). But as investors have been talking about recession concerns later this year, underlying economic data continues to be supportive to a healthy economy. Granted today’s GDP data was for Q4, it still rose…

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