Market Commentary 6/11/25
Markets Rebound Sharply, but Policy Uncertainty Remains
Market Commentary 6/11/25 Read More »
Markets Rebound Sharply, but Policy Uncertainty Remains
Market Commentary 6/11/25 Read More »
Impact of Trump’s Big Beautiful Bill on the Bond Market and Dollar
Market Commentary 6/02/25 Read More »
Global equity markets have staged an impressive rebound since bottoming on April 8. At that time, the Nasdaq 100 had fallen into a bear market, declining more than 20% from its high in mid-February. By mid-May, the Nasdaq 100 had erased its year-to-date decline and even turned positive. The S&P 500 likewise rallied from the April lows, led by easing fears of a worst-case trade war outcome. In fact, U.S. stocks rallied over 3% on some days when news broke that the U.S. and China were dialing back their tariff war.
Market Commentary 5/21/25 Read More »
Equity markets were relatively unchanged this past week, with the S&P 500 finishing flat after giving back early gains spurred by news that the U.S. would temporarily exempt certain tech products from new China tariffs.
Market Commentary 4/23/25 Read More »
The stock market declined in the first quarter after two consecutive years of gains exceeding 20%. The year started off strongly, with the S&P 500 reaching a new all-time high in mid-February. However, sentiment shifted late in February amid rising policy uncertainty in Washington, and the S&P 500 ended the quarter down. Days after the quarter ended, President Trump announced tariff measures that caught investors off guard, leading to additional market declines. There are many moving pieces, and much uncertainty in the markets, and we will share our perspective in this commentary. We will also address the increase in market volatility and emphasize the importance of maintaining your investment strategy.
Q1 2025 Quarterly Market Commentary Read More »
Given the recent volatility, we wanted to discuss the current environment and provide perspective on past declines. We believe several factors have contributed to the current market selloff.
Market Commentary 3/19/25 Read More »
Both stocks and bonds produced positive returns in January; however, there was a change in market leadership as the rally broadened.
Market Commentary 3/10/25 Read More »
Both stocks and bonds produced positive returns in January; however, there was a change in market leadership as the rally broadened.
Market Commentary 2/20/25 Read More »
Both stocks and bonds produced positive returns in January; however, there was a change in market leadership as the rally broadened.
Market Commentary 2/7/25 Read More »
This commentary discusses investors’ focus on the Federal Reserve, recaps second quarter performance and looks ahead to the remainder of 2024.
Q4 2024 Quarterly Market Commentary Read More »
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