Despite the volatility, the uncertainty, the headlines… The S&P 500 ended last week (as of May 2) with nine consecutive days of gains, the longest winning […]
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 […]
A couple of bad weeks and the stock market falls into negative territory for the year (as measured by the S&P 500). That said, it is still up double digits from a year ago and it will take more than a couple weeks to derail this bull market […]
Broken record here… The stock market (as measured by the S&P 500) hit another all-time-high last week, despite getting an inflation reading above expectations as well as more tariff noise. Market resilience continues as […]
We had quite a bit of excitement over the last couple weeks. First, the market, as measured by the S&P 500, reached new all-time highs after the presidential inauguration and optimism for new policy. Next, news of a cheaper […]
After a rough month, the markets finally had a great week last week, ending January 17, posting the strongest weekly performance since November. The main reason for the weakness is that interest rate expectations for higher-for-longer […]
The market has done it again. We officially have a 25% return for the S&P 500 in 2024, following a 26% return in 2023. And this is despite not getting a “Santa Claus rally” this year for which many investors were hoping. This gives us a rare feat: Back-to-back […]
It’s been quite a year! We started 2024 with expectations for a recession, high inflation and mounting geopolitical tensions. We are ending it with a great economy, a presidential election and interest rate cuts. And somehow, through all this noise, the market […]
A Resilient Economy Spells ‘Higher for Longer’ We have had an interesting couple weeks in the markets. First, the week of the election we had a strong market rally of close to 5% for the S&P 500 with what has been called the “Trump Trade”. The following week, we had the “Trump Fade”, as the market experienced […]
The decisive outcome of the 2024 Presidential election and the 0.25% Fed rate cut remove uncertainty from the markets, creating space for investors to refocus on fundamentals. With the S&P 500 on track for a potential back-to-back 20% gains, it is useful to consider how rare such market performance is and the implications for investors going forward […]
