Market Review – September 2024
Markets rallied in November giving investors plenty for which to be thankful.
Market Review – July 2024
Markets rallied in November giving investors plenty for which to be thankful.
2024 Outlook
Prepare Not Predict
Last year we penned our cautiously optimistic outlook, Goodbye Tina, with three primary themes that would influence asset prices in 2023. By and large, our expectations came to fruition.
Market Review – November 2023
Markets rallied in November giving investors plenty for which to be thankful.
Market Review – October 2023
Markets across global equity and fixed income added a third month of decline in October.
Market Review – August 2023
Markets took a step back in August as sentiment shifted surrounding Fed policy.
Market Review – July 2023
Markets posted favorable returns in July as investors found renewed optimism in economic data being reported, even in the face of year-over-year earnings declines.
Market Review – May 2023
Market volatility persisted in May as investors tried to digest potential Fed policy action in June and the possibility of a U.S. default should a deal not be reached to raise the debt limit.
Market Review – April 2023
The sanguine April return of headline indexes hides the churn underneath. Equity and fixed income indexes alike posted modestly positive returns overall with year-to-date trends for 2023 continuing in April;
Market Review – February 2023
Strong economic data raised market expectations for additional rate hikes in total of 0.5% by year end. While perhaps overdone, this speaks to how much the Fed has already raised rates, and that the end is perhaps near on rising rates.