In this Protect Your Assets Market Briefing, David Hollander shares his mid-2025 market outlook, including recent gains in the Dow, S&P, and NASDAQ, along with key takeaways from Q1 earnings season. Get insight into slowing guidance for Q2, the impact of tariffs on consumer spending, and how job numbers and inflation may influence future Fed rate decisions.

It was a challenging week on Wall Street, with the Dow, Nasdaq, and S&P 500 all moving lower while international markets moved in the opposite direction. In this Protect Your Assets Market Briefing, David Hollander discusses current market conditions, shifting tariff policies, and potential interest rate changes that could affect economic momentum.

The bear is officially here, with major indexes down more than 20% from their highs. In this market briefing, David Hollander breaks down what qualifies as a bear market, shares current performance across key indices, and examines the impact of newly announced tariffs. He walks through the bullish and bearish outlooks—including a possible “double bear” scenario—and highlights what history suggests about volatility, inflation, and economic policy.

Markets are down, investor sentiment is at its lowest since October 2022, and uncertainty is in the air. In this market briefing, David Hollander, The Sandman, explores what recent market declines and sentiment indicators could mean for the months ahead.

In this week’s market segment, David Hollander discusses the Federal Reserve’s latest signals, including concerns about economic momentum and the possibility of a future rate cut—only if markets drop further. He breaks down what the Fed’s actions mean for interest rates, QE vs. QT, and how recent data has influenced market performance across the Dow, S&P, NASDAQ, and international indexes. With uncertainty ahead, now may be the time to reassess your 401(k) strategy.