Market Updates

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 →

Click below to listen to Kavar Capital Partners discuss recent activity in the financial markets and global economy, how we are navigating the volatility and an outlook on the next steps. In order to view the market update webinar facilitated through Zoom, please click... Read More →

Good afternoon, Today the Federal Reserve moved forward with its highly anticipated and thoroughly telegraphed rate hike, increasing the Fed Funds Rate Target Range by 50 bps (0.50%) as it continues to tighten monetary policy in order to rein in inflation.  The 50 bps... Read More →

Written by: Doug Ciocca Last week started out reasonably strong for US stock markets and reasonably quiet for the bond market. In fact, we saw consecutive triple digits gains on Tuesday and Wednesday and a pop of over 300 points in the Dow Jones... Read More →