Market Updates

2023 Outlook Early on in 2023, markets are assessing the landscape for assets as the end of 2022 left many loose ends untied – particularly surrounding tighter monetary policy and its lagged impact on the economy.   As we prepare for another eventful year in... Read More →

4th Quarter 2022 Review Although markets posted positive returns in the 4th quarter of 2022, the volatility that troubled investors all year remained present throughout; largely driven (again) by an increasingly aggressive Federal Reserve in their pursuit of lower inflation and subsequent economic concerns... Read More →

Good evening! When our children were little, my wife and I used to remark that often the days went on forever, but the years flew by.  That has keenly characterized how I’ve felt about 2022! It is difficult to digest that Thanksgiving is next... Read More →

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 →