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Market Update: Trick or Treat – ‘Not a Foregone Conclusion’

Happy Halloween! We have a special edition of Dynamic Market Update in honor of this week’s Federal Reserve (Fed) meeting. Investors were looking forward to the big interest rate decision to see if Fed Chair Jerome Powell would deliver a trick or treat.

Market Update: Ready, Set, Cut!

Download the 09.19.25 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Asset

To Cut or Not to Cut? That is the Question.

Guess what the market has been up to? More all-time highs last week for the S&P 500. Positive sentiment was primarily driven by renewed expectations for the Federal Reserve (Fed) to cut interest rates at their upcoming September 17 meeting.

The S&P 500 is now up close to 11% for the year, which is great on an absolute basis, but pales in comparison to the phenomenal international markets run of 22% (year-to-date through Aug. 18, 2025). Most importantly, increased rate cut expectations have led to a relative outperformance of the beaten up small-cap and value stock asset classes last week, potentially foreshadowing a broader market l

Market Update: The Week that Made Bad News Look Good

We had quite an exciting week last week with a Federal Reserve (Fed) interest rate meeting, a new Gross Domestic Product (GDP) print, a surprising jobs report, and not to mention a never-ending supply of tariff headlines. The market was not short on volatility throughout the week and ended on a negative note, but the S&P 500 is still up

Market Update: Markets Shrug Off Geopolitics

What’s the definition of a resilient market? Perhaps one that maintains momentum amid fear of a potential war brewing in the Middle East. The market (as measured by S&P 500) maintains its […]

Market Update: Market Scariness Dissipates

 Happy Friday the 13th! Of all the things to be scared of these days, fear not the markets. The market (as measured by S&P 500) is up nearly 20% since the April lows and is up more than 3% […]

Market Update: Cloudy Skies Begin to Clear

 Volatility in the markets continues as uncertainty remains for investors trying to decipher a myriad of headlines, primarily related to tariffs. That said, after a rough week last week for the market, it has come roaring back this week […]