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QUARTERLY NEWSLETTER

Q1 2025 - Client Newsletter

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MONTHLY NAVIGATOR

Trade Tensions and Sentiment Weigh on April Markets

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QUARTERLY NEWSLETTER

Q1 2025 - Client Newsletter
Q4 2024 - Client Newsletter
Q3 2024 - Client Newsletter
Q2 2024 - Client Newsletter

MONTHLY NAVIGATOR - AN INSIDE LOOK AT NORTHCOAST'S MARKET COMMENTARY AND STRATEGY HIGHLIGHTS

Trade Tensions and Sentiment Weigh on April Markets
Policy Uncertainty, Inflation, and European Equity Strength
Strong Earnings, Fed's Wait-and-See Approach, and Policy Uncertainty
Fed Signals Caution, Inflation Persists, and China’s Economic Stimulus
Election Sparks Record Market Gains and Mixed Economic Outlook
Inflation, Election Uncertainty, and Economic Trends
Fed's Response to Cooling Labor Market and Moderating Inflation
Easing Inflation, Market Rotation, and Election Uncertainties
Equities Rise on Cooling Inflation and Easing Policy Expectations
May Markets Advance, Fueled by Cooling Inflation
1-800-274-5448 | NorthCoast Asset Management

Past performance is not indicative of future results. NorthCoast Asset Management is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.