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Market Performance in Late 2023 To say that the markets finished 2023 on a strong note would be an understatement. Most of the year saw gains driven by a few mega-cap stocks, but that shifted in early November. Investors began to gain confidence that the Fed had indeed finished raising…
Elevated Risks and the Economic Landscape We are over one year removed from receiving an inverted yield curve, which has raised risks to the economy and potential impacts on stock market trends and the market forecast. Many wonder whether a recession is imminent or how, on a macroeconomic…
Q1 2023 Market Drama and Financial Turmoil As you’ve likely seen, plenty of drama unfolded in the first quarter of 2023, with bank concerns raising volatility and sending stock prices lower. Headlines in early 2023 were alarming: initial predictions of an imminent recession were followed by stronger-than-expected economic data, shifting…
Market Performance Overview The third quarter of this year started out so promising. After the worst first half since 1970, the S&P 500 rallied 17.4% from its June 16 low to its August 16 high. But stronger-than-expected inflation reports and a hawkish Fed proved to be too much for the…
Navigating a Challenging Investment Landscape U.S. equities closed out their first quarterly loss in two years, with the S&P 500 Index falling 4.9% in Q1, marking the first quarterly decline since the 20% plunge in Q1 2020 at the start of the pandemic. The first Fed rate hike since 2018,…
Market Outlook: Navigating the Challenges of 2022 The S&P 500 rallied 26.9% in 2021, thanks in large part to record earnings revisions, the strongest economic growth in decades, and unprecedented stimulus from the Federal Reserve. However, those conditions will almost assuredly not be as market-friendly in 2022. Earnings growth is…
A Market Pullback Amid Rising Global Concerns As the saying goes, all good things must come to an end. This past September, a cascade of negative news finally weighed down a historically resilient stock market. Global supply chain disruptions, surging energy prices, COVID-19 concerns, stalled infrastructure negotiations, inflationary pressures, fears…
Market Performance in the First Half of 2021 For the first six months of the year, the Dow Jones Industrial Average was up 12.7% while the S&P 500 Index rallied 14.4%, and the NASDAQ Composite rose 12.5%. Historically, strong stock market first halves bode well for the remainder of the…
U.S. Equity Market Performance The U.S. equity market hit all-time highs during the first quarter and several non-U.S. markets joined the march upwards, including the Canadian and European equity markets. Additionally, the S&P 500 gained 5.8% in Q1 and its trailing 12-month gain was 53.7%, the strongest gain in the…
The Economic Impact of COVID-19 and Market Recovery In 2020, the global economy experienced its most severe recession since World War II due to the COVID-19 pandemic. The S&P 500 index plummeted by as much as 34% from its highs in late February to late March. However, by the second…