The Journal
A Trek Blog
Tariffs & Trade: Will They Really Make a Difference in 2025?
Since the beginning of the year, markets have corrected from all-time highs, and many in the media attribute this to the uncertainty surrounding the Trump
Market Volatility Refresher: The Good, the Bad, and the Sentiment Paradox
The stock market has seen heightened volatility in recent weeks, with the CBOE Volatility Index (VIX) fluctuating sharply. The VIX, often called the market’s “fear gauge,” has
Much Ado About Nothing? Tariffs, Deficits & Fed Risks
During President Trump’s brief time in office, he has made many policy changes, stimulating debates and speculation. However, thus far, none of the changes implemented
Demographic Shifts: How Aging Economies Impact Emerging Market Asset Prices
Perspective by: Jason Hsu, Founder & CIO at Rayliant Global Advisors / Portfolio Manager for $RAYC, $RAYE, $RAYD, and $RAYJ / East West Bank Chief Economist
Last Week’s Markets Weather Tariff Turmoil
Last Week’s Markets Weather Turmoil Last Week’s Last Saturday, the President confirmed that he would subject Mexican and Canadian goods to the full 25% tariff
DeepSeek & AI: Evolution, Not Disruption
DeepSeek & AI: Evolution, Not Disruption Key Takeaways DeepSeek’s model is unlikely to replace industry leaders but represents an expected evolution in AI development AI
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Weekly Market Commentary
By Greg Lai and Alex Hsiao, Co-CIOs
March 24-28, 2025
Market Sentiment vs. Economic Reality: A Study in Contradictions
The dance between consumer sentiment and the Federal Reserve’s hard data is at odds, drawing a line in the sand between Wall Street and Main Street. Investors see a cooling economy, while the Fed insists the numbers say otherwise.
