MARKET UPDATE

EVERYTHING IS “FINE”
There is nothing like random, government curveballs to help get deals done. The U.S. has expanded levies on tech, semiconductors, and green energy parts because inflation needed a few more reasons to stay sticky. Recent Fed forecasts put Q1 GDP growth at .8%, which economists call "fine" — the economic equivalent of your mom saying she's "not mad, just disappointed." Inflation remains stubborn, rate cuts are still a "maybe later" event, and markets have cooled their jets accordingly. Self-proclaimed insightful bankers, economists, and talking heads will once again confidently say,” Things will pick up in the back half of the year”. Deals are paused or slowly getting done, but creativity and strategy matter more than ever. Think bolt-ons, distressed plays, or partnerships that outflank tariff risks. If you’re waiting for "everything to calm down," you might be waiting until the next ice age.

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