Q4 Market Update

Q4 Market Update

Easing inflation pressures and a resolution of the fiscal turmoil in the United Kingdom fueled a strong rally in stocks and bonds early in the fourth quarter, but hawkish Fed guidance, disappointing economic data, and rising global bond yields weighed on markets in...
Q3 Market Update

Q3 Market Update

Global markets declined again in the third quarter as inflation remained near multi-decade highs, geopolitical tensions escalated further, and the Federal Reserve continued to aggressively hike interest rates signaling future rate increases will be larger than...
Q2 Market Update

Q2 Market Update

The S&P 500 continued to decline in the second quarter, hitting the lowest level since December 2020 as still-high inflation, sharp increases in interest rates, rising recession risks, and ongoing geopolitical unrest pressured stocks and other assets. After a...
2022 Q1 Market Update

2022 Q1 Market Update

Russia’s invasion of Ukraine, continued supply-chain issues, accelerating inflation, the Federal Reserve’s interest rate hikes, China’s continued Covid lock-down, and inversion of the yield curve put into context negative quarter one returns in equity and bonds....
Q4 Market Commentary

Q4 Market Commentary

2021 began with the promise of vaccines and a belief that everything would return to “normal” after a turbulent year due to the pandemic. Over the past 12 months, we have seen historic price spikes for companies and consumers, acute labor shortages across...
Q3 Market Commentary

Q3 Market Commentary

Q3 Market Update   After solid performances in both July and August, the S&P 500 ended September 4.8% lower, its first monthly drop since January and the biggest since March 2020, at the onset of the COVID 19 pandemic.    There are plenty of possible...