Posts in Quarterly Commentary

Q2 2025 Market Commentary: Equities, Tariffs & Fixed-Income Outlook Table of Contents Domestic Equities At first glance, the 2nd quarter market commentary appears[…]

Domestic Equities U.S. equity markets posted steep declines in the first quarter of 2025, rattled by escalating trade tensions, fading enthusiasm for AI-driven[…]

Domestic Equities U.S. equity markets posted steep declines in the first quarter of 2025, rattled by escalating trade tensions, fading enthusiasm for AI-driven[…]

Domestic Equities U.S. equity markets experienced broad gains in the fourth quarter, marked by significant shifts in market leadership. Early in the quarter,[…]

Global equity markets sustained their upward trajectory in the third quarter, although the ride was bumpier than in previous months. Several key factors[…]

The economic momentum from the first quarter of 2024 continued into the second, resulting in another positive period for equity markets. Initial concerns[…]

Global asset class performance in the first quarter of 2024 diverged after a strong rally in the final months of 2023, as markets[…]

After a shaky start to the quarter, US equities experienced a significant rally following the Federal Reserve’s indications that interest rate cuts could[…]

The third quarter of 2023 saw the euphoric optimism that propelled the “Magnificent Seven” stocks and broad indices higher, abruptly give way to[…]

The first half of 2023 has concluded following a second quarter that saw concern on the direction of markets and the economy giving[…]