Blog Archive:
US interest rates
Published July 17, 2021 | Market Commentary
General Market Commentary as of June 30, 2021 The second quarter of the year continued to reward investors as the market climbed into new record territory. The S&P 500 finished the quarter up 8.17%, the Dow Jones Industrial Average was up 4.61%, and the Nasdaq Composite finished up 9.49%. Real Estate was the strongest S&P…
Published April 15, 2021 | Market Commentary
General Market Commentary as of March 31, 2021 The start to 2021 picked up where it left off in 2020 as the stock market continued to surge and reach new milestones. The S&P 500 finished the quarter up 5.77%, the Dow Jones Industrial Average was up 7.76%, and the Nasdaq Composite finished up 2.78%. Value…
Published January 14, 2021 | Market Commentary
General Market Commentary as of December 31, 2020 U.S. markets ended the year strong in Q4. The S&P 500 finished the quarter up 11.69%, the Dow Jones Industrial Average was up 10.17%, and the Nasdaq Composite finished up 15.41%. For the year, they finished in record territory with the S&P 500 up 16.26%, the Dow…
Published October 15, 2020 | Market Commentary
General Market Commentary as of September 30, 2020 Following the record setting performance in Q2, U.S. markets continued upward as a whole notching solid returns again in the third quarter. The S&P 500 finished the quarter up 8.47%, the Dow Jones Industrial Average was up 7.63%, and the Nasdaq Composite finished up 11.02%. Changes in…
Published July 15, 2020 | Market Commentary
General Market Commentary as of June 30, 2020 After consumer spending fell a record 13.6% in April due to the lockdowns, the reopening of states and businesses around the country helped stocks rebound from their March lows. The month of April saw indices logging their best monthly gains since 1987. Combine that with a strong…
Published April 14, 2020 | Market Commentary
General Market Commentary as of March 31, 2020 Q1 of 2020 saw the 11-year bull market run come to an abrupt end. The World Health Organization (WHO) declared COVID-19 a pandemic and by then fear had already spread throughout the market as sectors suffered across the board. The S&P 500 posted a 20% loss for…
Published January 14, 2020 | Market Commentary
General Market Commentary as of December 31, 2019 The fourth quarter capped off a strong 2019, with the S&P 500 up 9.1% in the quarter, finishing the year with a 31.5% gain. This run led to the US market entering into the longest bull market on record. Advances in trade negotiations, and improved global economic…
Published October 16, 2019 | Market Commentary
General Market Commentary as of September 30, 2019 The third quarter saw, for the first time in over a decade, the Federal Reserve cutting interest rates (not once but twice). Data suggests that later this month we are likely to see a third rate cut in as many meetings. With concerns over global economic weakening,…
Published July 12, 2019 | Market Commentary
General Market Commentary as of June 30, 2019 The stock and bond markets are displaying a dichotomy of outcomes for the remaining months of 2019. Falling bond yields and an inverted yield curve appears to be signaling slower economic growth. On the other hand, strong equity gains in the US and many emerging markets suggest…
Published April 15, 2019 | Market Commentary
General Market Commentary as of March 31, 2019 After a dismal fourth quarter, the first quarter of 2019 got off to a fast start for both bonds and stocks. Coming off its worst quarterly performance since 2011, the S&P 500 rebounded 13.1% in Q1 for its best quarterly performance in ten years. The rebound is…
