Weekly Commentary | March 30, 2025 | Tariff Bummer, ENX/EVM Swaps, FSCO/Loan Sells

Summary

• Tariff and inflation concerns weighed on sentiment, with major indices ending the week lower; S&P 500 down -1.43%, Dow -1%, Nasdaq -2.5%.

• Consumer discretionary, communication services, and info tech sectors drove market declines, while health care, utilities, and staples outperformed, indicating market instability.

• The loan and CLO segments are pr…