Monthly Market Compass: April 2025

Tariffs, Trump, and the Tech boom of AI. Time for everyone to pay up.

Hello again, and welcome to our Monthly Market Compass for April 2025. We send these chart heavy market summaries at the beginning of each new month.

Please be aware that these notes are not investing advice and should be enjoyed as entertainment and for informational purposes only. Always do your own research. Sources can be found below each graphic.

As usual, we divide these monthly notes into several sections: Economy (currently focused on the potential for a Recession), Inflation, Geopolitics, and an ISM+Liquidity section. A conclusion follows these sections.

One last item before we get started. Inspired by the ongoing Tariff negotiations, we are kicking things up a notch so it’s time to subscribe if you already haven’t. Enjoy!