Weekly Market Update

Markets Rebound but Uncertainty Lingers

March 18, 2025

It was a volatile week for markets as investors grappled with uncertainty around the U.S.-China trade tensions, potential rate cuts by central banks, and geopolitical developments.

U.S. stocks finished the week higher despite some choppy trading. The Nasdaq and S&P 500 climbed by over 2% on Friday and are now level for the past week. However, the Nasdaq remains down almost 10% year-to-date. 

The U.S. dollar index fell 0.1% for the week and is now down 4.4% year-to-date. The Australian dollar finished up 0.06% on Friday at 63.2 U.S. cents.

Bond yields pushed slightly higher, with the 10-year U.S. Treasury yield ending the week at 4.31%. Oil prices rebounded, with Brent crude gaining 1% Friday to $70.60 per barrel. Gold hit a record high above $3,000 per troy ounce.

Economic data painted a mixed picture. U.S. CPI inflation eased in February, but producer prices and inflation expectations remain elevated, complicating the Fed's rate decision. Retails sales disappointed, rising just 0.2% vs. 0.7% expected. The OECD cut its global growth forecasts modestly due to the impact of tariffs.

In China, officials announced plans to bolster household consumption to reduce reliance on exports amid trade tensions with the U.S. This helped China's stock market outperform.

Overall, markets remain on edge as they await further developments on the trade front, signals from central banks, and the outcome of ceasefire talks between the U.S. and Russia over Ukraine. The lack of major negative news allowed stocks to rebound late in the week, but uncertainty is likely to persist.

Inflation breaks the RBA's way while markets punish big tech spending

August 3, 2026
Read More

Global private credit under pressure: reading past the redemption headlines

August 3, 2026
Read More

Putting Ourselves in the Way of Good Luck

July 27, 2026
Read More

Who funds the AI boom when borrowing costs are rising?

July 27, 2026
Read More

Volatility Returns But Not Everywhere

July 21, 2026
Read More

Chips and Fries: Why Andrew Hunt Is Staying at the Party — Carefully

July 21, 2026
Read More

Inflation breaks the RBA's way while markets punish big tech spending

August 3, 2026
Read More

Global private credit under pressure: reading past the redemption headlines

August 3, 2026
Read More

Putting Ourselves in the Way of Good Luck

July 27, 2026
Read More

Who funds the AI boom when borrowing costs are rising?

July 27, 2026
Read More

Volatility Returns But Not Everywhere

July 21, 2026
Read More

Chips and Fries: Why Andrew Hunt Is Staying at the Party — Carefully

July 21, 2026
Read More

Private Credit in Australia Whitepaper

January 12, 2026
Read More
No items found.
No items found.
Icon of a letter

InvestSense insights, delivered straight to your inbox.

Icon of a letter

Get the latest industry news

Icon of a letter

Get the latest industry news

Icon of a letter

Get the latest industry news

Icon of a letter

Get the latest industry news