Market Updates

The first five months of 2025 have been a wild ride for the bond and stock markets but in many ways resembled a Shakespearean characterization from Macbeth: “full of sound and fury, signifying nothing.” From tariff tantrums to Federal Reserve flip-flops, the anxiety of... Read More →

We wanted to share a recap of the past few days since our Market Update Webinar this week (follow this link to view replay if interested: https://kavarcapital.com/market-update-webinar-apr-8-2025/), as well as some further perspective on the current environment.  On Wednesday, April 9th, markets saw a... Read More →

Click below to listen to Kavar Capital Partners discuss the recent market environment.In order to view the market update webinar facilitated through Zoom, please click on the link below and enter in the password: MJXU4!LJ Market Update Webinar 4/8/2025

US markets have been rattled by renewed volatility centered on tariffs taking effect this week on Canada, Mexico and China and the subsequent economic uncertainty.  The S&P 500 has declined -6% from its February 20th highs in the past two weeks and is now... Read More →

Market Outlook Summary Last year, we encouraged investors to avoid a risk-off approach despite the strong market performance in 2023, as the outlook supported another positive year in 2024. While the S&P 500 surpassed even our optimistic expectations, many areas of global markets delivered... Read More →

Clients have commented over the years that they receive written correspondence from me only when markets are “misbehaving.” And for the most part, that’s true.  Volatility is largely the manifestation of investor anxiety and since Kavar’s clients are investors, our team has an interest... Read More →

2024 Market Recap Summary 4th Quarter 2024 Market Recap The 4th quarter was an eventful three months in financial markets with US elections in November and multiple Fed meetings in addition to the usual course of market activity.  The S&P 500 finished the quarter... Read More →

Being a high-profile US government official and, arguably, the most prominent person in the global financial markets, Federal Reserve Chairman, Jerome Powell, is accustomed to criticism.  Balancing the impacts of monetary policy across competing constituencies is difficult duty.  Pleasing the pack of portfolio managers... Read More →