How Long Will the Market Rally?
First Week with Walter Todd

How Long Will the Market Rally?

June 2, 2025

While the US Debt Ceiling has been on our radar for a while (see Walter’s Quarterly letters from last year), it is now starting to take center stage. In June’s First Week video, Walter shares the market’s reactions to US debt, upcoming legislation, and, of course, tariffs.

In this month’s video:

  • Tariffs’ Day in Court: A recent court ruling found the Trump Administration’s tariffs under the International Economic Emergency Powers Act (IEEPA) illegal.
  • Rising Interest Rates: Rising U.S. interest rates and debt levels are pressuring markets.
  • Big Beautiful Bill: A major spending bill has passed in the House…will it pass in the Senate?

Greenwood Capital is an SEC-registered investment advisory firm. This material has been prepared for information purposes only, is not intended to provide, and should not be relied on solely for tax, legal, or accounting advice. Subtitles are automatically generated.

Related Posts

Strong Summer, Uncertain Fall First Week with Walter Todd
Strong Summer, Uncertain Fall
First Week with Walter Todd

Strong Summer, Uncertain Fall Sept 2, 2025We hope you all had a wonderful Labor Day weekend! As we swing into September, Walter sits down with a video update on the shifting developments from the last couple of weeks and how they are impacting markets. He covers the...

Bonds are Watching What Equity is IgnoringWalter on Bloomberg Radio
Bonds are Watching What Equity is Ignoring
Walter on Bloomberg Radio

Bonds are Watching, Equity is Ignoring Walter on Bloomberg Radio August 27, 2025Walter was featured on Bloomberg Radio to discuss the Small Cap sector's wins, how corporate earnings beat a low bar, and whether the market's focus will shift to macro-dynamics. He also...

Jobs at a Standstill First Week with Walter Todd
Jobs at a Standstill
First Week with Walter Todd

Jobs at a Standstill August 1, 2025Walter sits down to kick off August with a video update on the competing narratives we are seeing, from the lackluster jobs report to the robust earnings, especially from companies like Microsoft and Meta. He breaks down the dramatic...