Reflecting on the YTD Market Volatility & Recovery
The defining story of 2025 has been changing trade policy. Markets have weathered two months of policy-driven volatility, only to end up roughly where they started. After a nearly…..
Rising Policy Uncertainty Leads to Increased Market Volatility
Stocks declined in early April after the White House unveiled sweeping tariffs, with the S&P 500 falling over -10% in the first week. However, after the administration paused…..
Key Updates on the Economy & Markets
Stocks fell in the first quarter after two consecutive years of gains exceeding +20%. The year started off strong, with the S&P 500 reaching a new all-time high in mid-February. However, sentiment shifted late….
The Market Navigates Economic and Policy Uncertainty in February
Stocks traded lower in a late-month sell-off as sentiment weakened. The S&P 500’s decline erased most of its post-election gains, which had been driven by expectations for stronger growth and deregulation under the new administration…
Stocks Rally as Market Leadership Shifts in Early 2025
Stocks traded higher to start 2025, but there was a change in market leadership as the rally broadened. Large Cap Value, which underperformed over the past 12 months, outperformed Large Cap Growth by over +2.5% in January…
Stocks Trade Higher as Market Reacts to Election Results
The U.S. presidential election results fueled November’s stock market rally, as investors focused on the incoming administration’s policy agenda and its implications. The S&P 500 gained +6.0%, its biggest monthly return since November 2023
Treasury Yields Rise Following the Fed’s September Rate Cut
Stocks finished October lower as investors navigated Q3 earnings, the upcoming election, and uncertain Federal Reserve policy. The S&P 500 posted its first monthly loss since April, lowering its year-to-date return to.
Federal Reserve Set to Begin Cutting Interest Rates in September
Stocks traded higher in August despite an early-month selloff. The S&P 500 dropped over -5% in the first week after a report showed unemployment rose to 4.3% in July…
The Stock Market Experienced a Big Rotation in July
Last week U.S. equity indices once again posted mixed performance in volatile trading as investors assessed the latest economic data and corporate earnings results…
Global Markets Trade Higher After April Sell-Off
The S&P 500 set a new all-time high in May after trading lower in April. The technology-heavy Nasdaq 100 Index gained +6.2% and set a new all-time high, with mega-cap stocks like Nvidia, Apple, Microsoft, and Facebook-parent Meta leading the recovery…READ MORE
