Market Commentary 3/19/25
Stocks started 2025 trading higher but have since pulled back, with the S&P 500 entering “correction” territory with a 10% decline from its all-time high on February 19.
Market Commentary 3/19/25 Read More »
Stocks started 2025 trading higher but have since pulled back, with the S&P 500 entering “correction” territory with a 10% decline from its all-time high on February 19.
Market Commentary 3/19/25 Read More »
Even though six of the eleven S&P 500 sectors traded higher, led by defensive sectors, the S&P 500 declined approximately 1.3% in February.
Market Commentary 3/10/25 Read More »
Tariffs are taxes or duties imposed by a government on imported goods. The primary purpose of tariffs is to make imported goods more expensive, encouraging consumers and businesses to buy domestically produced alternatives.
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 »
There was no shortage of market-moving events during a very active fourth quarter. The stock market opened the quarter with a slow start in October, but the outcome of the presidential election triggered a broad rally in November.
Q4 2024 Quarterly Market Commentary Read More »
The past two years have been strong for investors, with the S&P 500 posting back-to-back gains of over 20 percent. At the start of this year, the S&P 500’s previous all-time high was set in January 2022 (4,796 on the first trading day of 2022). It took over two years to reclaim the prior high, but once the index broke through in late January 2024, it set more than 50 new highs this year.
Market Commentary 12/17/24 Read More »
Last week the financial markets remained strong, signaling a continuation of bullish sentiment among investors. The Dow Jones Industrial Average closed at a record high, gaining nearly 2% for the week. The gains were driven by strong performance across multiple sectors including technology, industrials, and healthcare.
Market Commentary 11/26/24 Read More »
The election is over, and global markets are analyzing the outcome and starting to adjust portfolios. Republicans are set to control the White House, Senate, and House, but the results are also notable for a historical reason: the president-elect, Donald Trump, is returning to office after a previous election loss—a rare political comeback not seen since Grover Cleveland in 1892. As a result, investors are looking to Trump’s first term as a roadmap for how his next administration’s policies may impact markets.
Market Commentary 11/20/24 Read More »
The Fed cut interest rates by 0.50% at its Federal Open Market Committee meeting last week. The market expected a cut but was unsure by how much. The debate between a 0.25% and a 0.50% cut dominated headlines over the past week, but it was mostly noise and likely won’t have a significant long-term impact. Now that the first cut is complete, the focus shifts to how much and how quickly the Fed will continue to cut rates.
Market Commentary 11/12/24 Read More »
The Fed cut interest rates by 0.50% at its Federal Open Market Committee meeting last week. The market expected a cut but was unsure by how much. The debate between a 0.25% and a 0.50% cut dominated headlines over the past week, but it was mostly noise and likely won’t have a significant long-term impact. Now that the first cut is complete, the focus shifts to how much and how quickly the Fed will continue to cut rates.
Market Commentary 11/06/24 Read More »