iShares U.S. Manufacturing ETF Price & Performance (MADE)

The S&P 500 and Nasdaq Composite have both fallen over 3% in the past week, returning to pre-election levels. Concerns about inflation and President Trump's tariff policies are weighing on investor sentiment, leading to a significant drop in Treasury yields and a cautious outlook on economic growth.12

Prolonged tariffs and potential retaliatory actions are fueling market volatility, with experts predicting a potential hit to corporate confidence and economic growth. Investors are advised to focus on large-cap stocks with strong fundamentals as markets attempt to adjust to the evolving trade environment.23

The University of Michigan's consumer sentiment index has dropped to its lowest point since 2023, reflecting inflation concerns and tariff uncertainties. Manufacturing growth is also slowing, with declining purchasing managers' indices in both manufacturing and services sectors, signaling broader economic strain.34