There is no self-interest completely unrelated to others’ interests. Dalai Lama
April demonstrated how deeply interconnected global markets have become, reflecting the Dalai Lama’s wisdom about our mutual dependencies. Despite unprecedented volatility triggered by the White House trade policies, the S&P 500 closed with less than one percent decline – a deceptively unremarkable performance masking extraordinary market conditions. Recent weeks revealed how seemingly minor secondary effects can dramatically reshape financial landscapes: Treasury yield surges created bond market turbulence, while retaliatory tariffs intensified diplomatic tensions, both contributing to global capital market instability.
Against this backdrop, several positive indicators emerged. The latest Core PCE inflation measure reached its lowest point in five years, coinciding with an unexpected employment growth. Hospitality REITs largely outperformed analyst expectations, with major brands reporting strong RevPAR growth in Q1. Marriott’s characterization of “steady as she goes” reflects the sector’s continued confidence despite broader economic uncertainties.
As markets anticipate resolution of current trade tensions, we would do well to distinguish between predicting uncertainty and embracing it – the latter being essential in today’s volatile environment. While we can only control certain factors, recognizing opportunity amid unpredictability remains the hallmark of resilient investment strategies.
Finance 
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