Category: insight
3 Min read | March 04, 2025

Market Monitor February 2025

  • Commentary
  • Market Monitor
February 2025 market commentary from the NEI Investment Management Team.

Summary:

U.S. policy uncertainties, Canada’s resilience, & Europe’s growth

Highlights

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February 2025 was marked by heightened uncertainty in the U.S., with disruptive and protectionist policies fueling investor concerns of their impact on growth and inflation, amidst strong corporate earnings season. The new U.S. administration also stoked fear in Canada through tariff threats, but Canadian markets remained rather stable. European markets’ outperformance stood out, supported by earnings strength, monetary easing prospects, and strategic trade advantages to withstand U.S. tariffs. 

 

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