
As the U.S. stock market stumbles into March 2025, the mood has quickly shifted from soft landing to bracing for impact. Fueled by tariff threats and tit-for-tat rhetoric, a brewing trade war has slammed the brakes on investor confidence while murky economic signals stoke recessionary dread.
Add to that the air hissing out of high-flying growth stocks, with the Magnificent Seven, those once-unstoppable tech titans, taking a brutal hit from fears of significant AI CapEx spending and whispers of overvaluation, and it’s no wonder portfolios are feeling the pinch. The Dow’s wobbles and the Nasdaq’s nosedive aren’t just noise; they might be a wake-up call.