In this APR/MAY Monthly update, CB3 recaps the sharp volatility triggered by sweeping US tariffs, with the S&P 500 and Dow posting their third straight monthly declines despite a late recovery, while the Nasdaq eked out a small gain. We break down the key drivers: trade policy uncertainty, a surprise GDP contraction, and sector swings. Then CB3 previews the challenges ahead for May, including persistent inflation, cautious Fed policy, and ongoing global trade tensions. All these are likely to keep markets on edge. Tune in for actionable insights on navigating heightened volatility and what to watch as investors brace for another unpredictable month.

I’m traveling between Baltimore, Virginia and New York City today, but I wanted to give you an update on what I’m seeing from early strength in the S&P turning to midday weakness in all the market indices. I’ll have more of an update later this week.

With the S&P 500 continuing to roll on China Tariffs, CG & GI are holding their own, with GI actually beating the S&P 500 by more than 4%.

I'll tell you what I see for the week ahead with all the upcoming earnings. This a time to hold on while the markets awaits US/China tariff resolution.

With the S&P 500 closing UP on Wednesday and Friday, is the worst of the correction behind us? That depends on the China Tariffs, IMHO!

I'll tell you what I see for the week ahead!

The S&P 500 is down -13.7%, yet CG - 10.3% and GI is only -4.93%. Has the market found a bottom or is the Tariff Tantrum in control?

Join us for the CB3LIVE Update!

Thursday’s plunge reflects investor panic over a potential global trade war.

Economists warn these tariffs could push the U.S. into recession, with the average import tax rate now at 22%—the highest since 1910. What does that mean for our portfolios?

LISTEN NOW

1Q25 ends with a fizzle as the correction continues. Are we near the bottom, or will the correction deepen at the Trump tariffs commence on April 2nd.

Hang on for the ride and join us for the CB3LIVE Update!

We experienced the worst four weeks of stock market performance in well over a year. While we may have a little further to go in this correction, the 10% bottom should hold if the sentiment readings I see are correct.

Hang on for the ride and join us for the CB3LIVE Update!