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Investment Newsletter 2nd Quarter 2025

Market Recap In the second quarter of 2025, global markets faced a complex mix of encouraging economic data, ongoing geopolitical uncertainty, and evolving global central bank policies. Nonetheless, the S&P posted a strong gain, reaching a new all-time high, and fixed-income markets were positive across most segments. The S&P 500 [...]

2025-07-09T13:36:39+00:00July 9, 2025|Economics, Investing|

Investment Newsletter 1st Quarter 2025

Market Recap Global stock markets displayed a wide dispersion of performance across regions and styles over the first quarter of the year. After making a new all-time high in mid-February, U.S. stocks (S&P 500 Index) suffered their first 10% correction since 2023 before recovering to end the quarter down 5%. [...]

2025-04-07T23:28:07+00:00April 7, 2025|Economics, Investing, News|

Investment Newsletter 3rd Quarter 2024

Market Recap It was far from a quiet summer for the financial markets, which have been volatile as investors parsed through economic data attempting to gauge whether the economy will slow, and how much the Federal Reserve would need to lower interest rates to prevent a recession. Toward the end [...]

2024-10-08T21:25:22+00:00October 8, 2024|Economics, Investing|

Investment Newsletter 2nd Quarter 2024

Market Recap In the second quarter of 2024, the U.S. economy remained resilient in an environment where inflation and interest rates remained higher than expectations. Tighter monetary policy was offset by accommodative fiscal policy, and a still strong US consumer. The S&P 500 Index gained nearly 4.5% in the quarter, [...]

2024-07-12T15:08:52+00:00July 12, 2024|Economics, Investing|
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