Markets
Stocks were mixed last week as investor concerns over inflation and trade policy combined to produce another volatile trading week.
The Dow Jones Industrial Average rose 0.95 percent, while the Standard & Poor’s 500 Index lost 0.98 percent. Meanwhile, the tech-heavy Nasdaq Composite Index dropped an eye-catching 3.47 percent. The MSCI EAFE Index, which tracks developed overseas stock markets, lost 1.03 percent.1,2
Tariffs are increasing volatility
The week began under pressure after the White House said 25 percent tariffs on Mexico and Canada would begin after the 30-day pause ends in early March.
On Tuesday, S&P and Nasdaq stocks continued their slide on news that consumer confidence weakened more than expected. Concerns about inflation and tariffs merged with investors fretting over economic growth and global trade. It was the fourth straight day of declines for the S&P 500 and Nasdaq. The Dow, however, advanced for its third consecutive session.3,4
After a quiet Wednesday, stock fell broadly on Thursday after the White House announced additional tariffs on goods from China and Europe. A large chipmaker prominent in artificial intelligence (AI) matters produced a mixed corporate report for Q4, which put some pressure on the broader market.5,6
Friday’s news that inflation moderated boosted stocks, with prices accelerating higher into the close of trading. The Fed’s favorite core inflation measure hit 2.6 percent in January, which aligns with forecasts. Then on Monday, the markets went ‘off the rails’, with tariff talk, and tariff retaliations Source: YCharts.com, March 1, 2025. Weekly performance is measured from Monday, February 24, to Friday, February 28. TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. Treasury note yield is expressed in basis points.
Markets dislike uncertainty…
…so steady trade talk produces volatile intra-week trading. Investors don’t know what tariffs will be enforced versus which ones are part of an ongoing negotiation, which can produce unsettling price swings.
S&P 500 companies echo some of that uncertainty. At last check, 146 have mentioned the term “tariff” or “tariffs” on Q4 conference calls with shareholders–the highest level since Q2 2019.8
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