Quarterly Market Update: 2024 Q2

Market Summary Equity prices ended the first quarter of 2024 with solid gains, once again led by U.S. stocks. Rising U.S. Treasury yields put pressure on bond prices which finished the first three months of the year with a -0.78% return. In the commodities market, crude oil prices continued climbing on escalating Middle East tensions...

Quarterly Market Update: 2023 Q3

Market Summary Disinflationary trends helped the equity markets continue their gains in the second quarter of 2023. Inflation’s pace of growth slowed down enough for the Federal Reserve to leave rates unchanged in June with the expectation of two small increases for the rest of the year. This helped rate-sensitive equity investments continue to rally,...

Quarterly Market Update: 2023 Q2

Market Summary The first quarter of 2023 saw asset prices continue to rally off their October 2022 lows. U.S. equities led the way with a 7.24% gain, followed by international stocks returning 6.92%. Bonds were up a solid 2.96% for the first quarter, despite the Federal Reserve maintaining a policy of interest rate increases. It...

Quarterly Market Update: 2022 Q2

Market Summary Nearly all asset prices stumbled in the first quarter of 2022 as investors contend with several major headwinds. Although COVID now seems to have little effect on the U.S. economy, it is having a larger impact on China’s population as the country imposes lockdowns of major cities. China’s zero tolerance approach to battling...

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