Market Updates

Click below to listen to Kavar Capital Partners discuss the asset class performances in the first 3 quarters of 2022, the underlying market volatility and the outlook for monetary policy moves.   In order to view the market update webinar facilitated through Zoom, please click... Read More →

A deeper dive into the CPI numbers As a follow-up to our market update last night, we wanted to provide more detail on the inflation report that rattled investors and why it caught the market so offsides. Consumer Price Index: All Items (aka “Headline”... Read More →

Good Evening.  Quick check-in on today’s market action.  In a word, it was nasty.  Catalyzed by a stronger-than-expected print in the August Consumer Price Index (CPI) both stocks prices and bond yields moved in unfavorable directions.  All 3 major stock indices had difficult days... Read More →

Good evening, Following Jerome Powell’s highly anticipated speech at the KC Fed’s annual Jackson Hole Symposium last Friday, capital markets have been in a tailspin.  Bonds and stocks (even the lone hold-out, commodities, capitulated today) have had little defense against souring sentiment.  Its source:... Read More →

Markets continued to slump in the 2nd quarter under the pressure of inflation, tighter monetary policy and the pulling forward of recession expectations.  On a total return basis, the S&P 500 dropped -19.96% in the first half of the year, the worst first half... Read More →

Good afternoon and I hope you have a fun July 4th weekend ahead of you! Our customary quarterly update will hit your e-mailboxes next week, but I wanted to check in quickly ahead of the holiday. The second quarter was one we were happy... Read More →

Good evening, On May 4th, Federal Reserve Chair Jay Powell stated: “A 75-basis point increase is not something the committee is actively considering.” However, enough changed in just 42 days that yesterday, June 15th, the FOMC not only actively considered but put into action... Read More →

After staging a decent bounce (roughly 7%) off of its bottom in late May, the S&P 500 (and the other primary US stock indices) are today threatening to revisit/retest those levels.  The prospect of passing the point of “peak inflation” was dispelled this morning... Read More →