April 14, 2025 Market Moment

Market Moment

Glen Eagle®: America’s Women-Owned Trading Desk®

4/14/2025

Americans now expect inflation to reach 6.7% next year, the highest since 1981. This is up from 5.0% in March and marks the fourth consecutive month of significant increases. 1
There are 69 companies in the S&P 500 that have raised their dividends for 25 years or more. In five recent market crises (1), the average peak-to-trough decline for the S&P 500 was roughly 40%, while these “dividend aristocrats” only fell about 25%. *2
Apple stock has dropped 25.5% this year, and its forward price-to-earnings ratio is now less than 25x. Historically, Apple's stock price has increased an average of 17% over the twelve months following a PE compression of less than 25x. *3
U.S. tariffs on China have increased to 145%, while China's tariffs on U.S. goods will rise to 125%. This will inevitably decrease the amount of imports from China, which accounted for around 13% of all U.S. goods imports in 2024. 4

WSJ- "Consumer Inflation Expectations Hit Highest Since 1981"
Barrons - "Why Dividend Stocks Like Coca-Cola and Caterpillar Are the Ones to Buy in Periods of Market Turmoil"
Barrons - "Apple Stock's Resilience Means This Is an Opportunity, Says BofA. Plus, Meta, Occidental, and More."
WSJ- "The U.S. and China Are Going to Economic War-and Everyone Will Suffer"

1) The five market crises include the dot-com bust, the 2008-09 financial crisis, the 2011 federal debt ceiling standoff, COVID-19, and the 2022 interest-rate hike cycle.

*Past performance is not indicative of future performance

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This desk commentary is for informational purposes only

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