March 2025

The stock market has been on a rollercoaster ride in recent days, wiping out post-election gains and leaving investors wondering: Is this just the beginning? At Avion Wealth, we recognize that market uncertainty can be unsettling. Our role is to guide you through these fluctuations with a disciplined, data-driven approach that prioritizes your long-term financial success. Inflation, Interest Rates, and Economic Uncertainty Recent economic data shows that annual inflation has dropped to 2.8%, which is a positive signal. Lower inflation gives the Federal Reserve more flexibility to reduce interest rates when economic conditions require it. However, it’s important to distinguish between the stock market and the broader economy—while markets react to news in real-time, economic shifts unfold over months and years. At the same time, economic policies such as tariffs and trade restrictions are playing a growing role in shaping market conditions. Research spanning over a century has shown that...

Yesterday, the S&P 500 experienced its worst sell-off of 2025, falling nearly 2%. This marks a 5% decline since its February 19th high. The question now is—was this a pivotal moment for the markets, or just another bump in the road? At Avion Wealth, we believe in looking at the bigger picture. Let’s break down the fundamentals behind this recent market volatility. Key Market Drivers Economic Headwinds Several macroeconomic factors are shaping the current market landscape: Manufacturing Slowdown: U.S. manufacturing is stalling, indicating potential economic weakness. Rising Prices: Inflation is hovering around 3%, keeping pressure on consumers and businesses. Tariff Uncertainty: Tariffs on Canada and Mexico appear to be moving forward, adding friction to trade. For historical context, the U.S. economy thrives on free trade. Our 50-state free-trade zone has fueled the world’s most powerful economy. NAFTA further strengthened this by integrating Canada’s resources and Mexico’s labor, allowing the U.S....