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Hi there, I hope you all had an amazing Monday! As our economy becomes more and more volatile figuring out how to maneuver through it becomes foggy, but it doesn’t always have to be. Today we will be diving into another stock market analysis. Enjoy!

— Ryan Rincon

Today’s Edition of Real Estate is brought to you by The Early Bird - A free tool that helps you find the best and hottest stocks to invest in that carry annual returns of at least 10%!

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Daily News Updates:

Goldman Sachs Raises Recession Probability to 35%, Expects Rate Cuts

Goldman Sachs has raised the probability of a U.S. recession to 35% from 20% and now expects the Federal Reserve to implement three rate cuts in 2025. This adjustment reflects concerns over the economic impact of anticipated tariffs and their potential to slow growth.

Wall Street Joins Global Sell-Off Amid Recession Fears

Wall Street has joined a global sell-off, driven by investor anxiety over President Trump's plans to announce wide-ranging tariffs on April 2, dubbed "Liberation Day." The tariffs are expected to affect all countries, causing widespread market fears and speculation about a potential escalation in trade wars. The S&P 500 has entered correction territory, down more than 10% from its all-time high, with significant declines in industrial, consumer, and financial stocks. Gold prices have surged to record highs as investors seek safe havens. ​

U.S. Stock Futures Decline Ahead of Tariff Announcements

On March 31, 2025, U.S. stock futures are sharply lower in anticipation of new tariffs to be announced by President Trump, affecting major indexes including the S&P 500, Nasdaq, and Dow Jones Industrial Average. Trump is considering a broad 20% tax on all imports, dismissing concerns about rising automobile prices. This move is expected to slow U.S. economic growth and increase inflation, prompting Goldman Sachs to predict three interest rate cuts and a higher recession probability of 35%. ​

Week Ahead Economic Preview: Tariffs and Key Data Releases

Markets will be busy in the coming week assessing new tariff announcements from the U.S. as well as worldwide PMI survey data covering both manufacturing and services, and the monthly U.S. jobs report. The major news event of the week is scheduled for April 2, which will see the U.S. outline the tariffs it will impose on trading partners in addition to those already announced. Insights into the degree to which trading partners respond will also be eagerly awaited. ​

'Liberation Day' Tariffs and Jobs Numbers in Focus

Much of the attention this week for markets and economists will center on the rollout of President Donald Trump's tariffs, set to be announced on April 2, dubbed "Liberation Day." These tariffs are expected to have significant implications for global trade and economic growth. ​

TSX Futures Fall as Trump's Tariff Announcement Nears

Canada's main stock index fell on Monday, dragged by information technology stocks, as investors shunned risky assets amid concerns that U.S. President Donald Trump's upcoming tariffs will hurt the global economy. The Toronto Stock Exchange's S&P/TSX composite index was down 0.2% at 24,686.72 points and is poised to decline nearly 3% this month if losses hold. ​

Top Global Markets News: Tariffs and Economic Indicators

Tariff uncertainty and a flagging tech trade have dragged the benchmark S&P 500 lower to start 2025. OPEC+ is boosting output in April. China's factory activity expanded in March, sending another sign of green shoots in the world's second-largest economy as policymakers brace for more U.S. tariffs this week. ​

Global FX Market Summary: Trade Tariffs and Inflation Concerns

Global FX markets are reacting to the anticipation of new U.S. trade tariffs, with concerns about inflation and monetary policy adjustments. Gold prices have surged as investors seek safe-haven assets amid the uncertainty.

Stock Market Investing

Market Recap:

U.S. stock markets experienced significant declines amid escalating trade tensions and inflation concerns. The S&P 500 fell 2%, the Dow Jones Industrial Average dropped 1.7%, and the Nasdaq Composite decreased by 2.7%. Notably, Lululemon Athletica (LULU) led the downturn with a 14% plunge following a warning about potential revenue growth slowdown. ​

• S&P 500: -2%​

• Dow Jones: -1.7%​

• Nasdaq Composite: -2.7%

Stocks to Watch:

• W.R. Berkley (WRB): The insurance firm's shares surged 7.5%, reaching a record high after Japan's Mitsui Sumitomo Insurance announced plans to acquire a 15% stake. ​

• Welltower (WELL): This healthcare-focused REIT saw its stock rise 2.3% following an upgrade from S&P Global, citing improved balance sheets and favorable credit metrics.

Future Stock Predictions:

Renewable Energy Sector on the Rise: With increasing global emphasis on sustainability, the renewable energy market is projected to grow substantially. Companies like NextEra Energy (NEE) and First Solar (FSLR) are positioned to benefit from this trend. Analysts predict that NextEra Energy could see its stock price reach $100 within the next 12 months, driven by expansion in wind and solar projects.

Today’s Stock Market Tip:

Investing in Volatile Markets:

Strategies for Success Market volatility can unsettle even seasoned investors. However, such periods can present unique opportunities. One approach is dollar-cost averaging, which involves investing a fixed amount regularly, reducing the impact of market fluctuations. Another strategy is diversifying across asset classes, such as stocks, bonds, and commodities, to mitigate risk. Staying informed and maintaining a long-term perspective are crucial during turbulent times.

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Economic Conditions

The U.S. economy faces challenges with rising inflation and trade disputes. The Personal Consumption Expenditures (PCE) price index increased by 0.4% in February, surpassing expectations and indicating persistent inflationary pressures. Additionally, consumer sentiment has declined to its lowest level in over two years, raising concerns about reduced household spending and potential economic slowdown.

Key Takeaways:

• Market Recap: Major indices declined on March 28, with the S&P 500 down 2% amid trade tensions and inflation concerns.​

• Stocks to Watch: W.R. Berkley (WRB) surged 7.5%, and Welltower (WELL) rose 2.3% due to strategic developments.​

• Stock Market Tip: Monitor trade policies like tariffs, as they can significantly impact sector performance.​

• Future Stock Predictions: The renewable energy sector, including companies like NextEra Energy (NEE), is expected to experience substantial growth.​

• Economic Conditions: Rising inflation and declining consumer sentiment pose challenges for the U.S. economy.

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That’s All For Today

I hope you enjoyed today’s issue. If you have any questions regarding today’s issue or future issues feel free to ask. Come back tomorrow for information on how to grow your income and wealth. I hope to see you.

Disclaimer: This newsletter is for informational and educational purposes only and reflects the opinions of its editors and contributors. The content provided, including but not limited to real estate tips, stock market insights, business marketing strategies, and startup advice, is shared for general guidance and does not constitute financial, investment, real estate, legal, or business advice. We do not guarantee the accuracy, completeness, or reliability of any information provided. Past performance is not indicative of future results. All investment, real estate, and business decisions involve inherent risks, and readers are encouraged to perform their own due diligence and consult with qualified professionals before taking any action. This newsletter does not establish a fiduciary, advisory, or professional relationship between the publishers and readers.