Relative Price Strength: A Smart Strategy Amid Market Turmoil

The U.S. stock market, after a stellar run in 2023 and 2024, hit a rough patch in early 2025. February saw a sharp pullback, with the S&P 500 tumbling 1.4% and extending losses into March. Investors are becoming increasingly wary of the economic impact of Trump’s tariff policies, which could fuel inflation and slow down growth. The Federal Reserve has held off on further rate cuts, adding to market uncertainty. Meanwhile, concerns of a near-term recession have resurfaced, with the Atlanta Fed projecting a 2 ...