Market Updates

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 →

Turning the Page on Last Week and Focused on the Future Last week ranked about as high as is measurable on the market’s “News-O-Meter”, with the Presidential/Congressional elections and a Fed Meeting within 2 days of one another.  While there are a still a... Read More →

3rd Quarter 2024 Summary 3rd Quarter 2024 Market Recap and Outlook US stocks navigated an August correction and again made multiple new all-time highs, this time led by small-cap and value stocks towards the end of the 3rd quarter.  Large-caps also gained although less... Read More →

Good afternoon – Checking in given the choppy trading we’ve witnessed in global stock markets over the last few days.  What began last Thursday gathered considerable downside momentum overnight which perpetuated throughout the US market session today.  The S&P is down around 6%1 in... Read More →

2nd Quarter 2024 Summary 2nd Quarter 2024 Market Recap and Outlook During the 2nd quarter the S&P 500 pushed to multiple new all-time highs, recovering swiftly from a -5.46% pullback in April.  The rest of the quarter was a steady march upward.  Over the... Read More →

1st Quarter 2024 Summary 1st Quarter 2024 Market Recap During the first three months of the year, investors sustained the market’s momentum from 2023, fully embracing the “soft landing” scenario, wherein the economic expansion persists alongside declining inflation allowing the Fed to pivot to... Read More →

As Q1 of 2024 heads into its last couple weeks, the financial market’s themes for the year have begun taking shape. Strength in stocks has carried over from 2023 but bonds have struggled.  Interest rate indecision endures as front-running the Fed has faltered. On... Read More →

Market Outlook Summary Last year was a great year for stocks and bonds, with the S&P 500 returning 26% and the Bloomberg US Aggregate returning 5%.  Widespread gains broadened out at the end of the year across market caps, styles and geographies in stocks... Read More →