Market Updates

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 →

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 →