Q1 2025 Market Commentary

A Note About April 2nd The events of April 2nd require some discussion before reviewing the first quarter of 2025, as the tariff announcements President Trump made on that day significantly exacerbated market concerns that were already beginning to surface in the...

Q4 2024 Market Commentary

It was an eventful news quarter – the last three months saw US elections, a narrowly averted government shutdown, two rate cuts to the short-term Fed Funds rate by the Federal Reserve, hurricane Milton, a brazen murder of the CEO of UnitedHealthcare, and an Iranian...

Q3 2024 Market Chart Book

You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q3 2024 Market Chartbook Download TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks Emerging...

Q3 2024 Market Commentary

Global markets continued their upward trajectory in the third quarter of 2024, as both stocks and bonds gained. In the US market, all eyes were on the Federal Reserve as they prepared to make the first cut to the federal-funds rate since 2020. The Fed’s cut, which...

Q2 2024 Market Commentary

Global markets ended the second quarter mostly higher, with large US stocks gaining ground as stocks related to artificial intelligence (“AI”) rallied in the second quarter. At the same time, some other market sectors slightly retreated amid increased concern about...