Strong Earnings and Falling Guidance
First Week with Walter Todd

Strong Earnings and Falling Guidance

April 30, 2025

From the US GDP turning negative to a recovering market after tariff tensions, there is never a shortage of issues to discuss in 2025’s economic landscape.  Walter shares his insight in May’s First Week video, explaining the data behind the headlines and sharing what to watch over the next month.

In this month’s video:

  • US Economic Outlook: The newest numbers show US GDP contracting in the first quarter, but do those numbers take into account the inventory changes brought by tariffs? 
  • Congress Tackles Taxes: Representatives are working on a reconciliation bill to extend or enhance the tax provisions that are due to expire. 
  • Tariff Ripple Effect: While most of the tariffs announced on April 2 have been pulled back, we are essentially at a trade embargo with China, which could impact the economy in far-reaching ways. 

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

3Q 2025 Market Commentary
3Q 2025 Market Commentary

July 3, 2025Economic Overview By Dr. Mark PylesIdeally, economic data serves to define the foundation on which financial markets perform. The US economy has never been more complex. With ever increasing technological advances, massively intricate global trade...

3Q 2025 Letter from the CIO
3Q 2025 Letter from the CIO

October 6, 2025"You know, we don’t—no one really knows where the economy will be...."You know the drill by now: a quote to start us off. Chairman Powell made the one above in a response to a question at the most recent post-Fed meeting press conference on September...

Priced for Perfection in an Imperfect WorldWalter on Bloomberg Radio
Priced for Perfection in an Imperfect World
Walter on Bloomberg Radio

Priced for Perfection in an Imperfect World Walter on Bloomberg Radio October 2, 2025 Walter was featured on Bloomberg Radio to unpack a market that seems like it is searching for something to grab onto. He discussed tech’s outsized influence, healthcare's early lead,...