Written by Members of the Castleview Investment Committee

New fiscal spending policies in the U.S., Europe and Asia were ushered in over the last 90 days and are expected to impact growth and inflation projections once implemented. Not surprisingly, these actions continue the trajectory of greater debt levels to support economic growth narratives.

The first quarter of 2025 witnessed significant volatility across U.S. financial markets, driven by escalating trade tensions and policy shifts. The new administration announced new trade tariffs upon taking office in late January...