Market Summary After one of the most turbulent quarters in recent memory, markets staged a powerful comeback in the second quarter of 2026. The Iran conflict that rattled stocks and bonds in Q1 began to recede as a ceasefire took hold and oil prices retreated from their $128 per barrel peak back toward $70. Technology...

Market Summary The first quarter of 2026 marked one of the most turbulent periods for global markets in recent memory. What began as a continuation of 2025’s momentum quickly unraveled as a perfect storm of geopolitical shock, persistent inflation, and policy uncertainty rattled investor confidence. U.S. equities suffered their worst quarter since 2022, while bonds,...

Market Summary Markets closed out 2025 on a strong note, with equities extending gains into year-end and investor sentiment buoyed by resilient economic growth, easing inflation pressures, and expectations of a more accommodative Federal Reserve. Much of the market’s momentum has been driven by a narrow group of large-cap growth and technology companies, while fixed...

Market Summary As we wrap up 2025, markets have once again proven resilient amid a year filled with policy shifts, political headlines, and evolving economic conditions. Investors have navigated new trade tariffs, anticipated Federal Reserve rate cuts, and a temporary government shutdown — all while corporate earnings and consumer demand have remained broadly stable. INDEX...

Market Summary U.S. and global equities rallied back in the second quarter after a sharp drop in early April. Investors grew numb to the numerous changes of the Trump administration’s tariff policies and saw them to be more bark than bite. In the second quarter of 2025, big tech companies continued to spend heavily on...

Market Summary ​In the first quarter of 2025, the U.S. economy and stock market faced significant challenges, primarily due to the implementation of new trade tariffs and shifting investor sentiment.​ U.S. stocks extended their post-election rally at the beginning of the year, peaked in mid-February, but eventually ended down 4.87% by the end of March....

Market Summary All major asset classes finished 2024 positively, with U.S. stocks leading again. Risky assets surged in the 4th quarter after a Donald Trump presidential victory, in anticipation of a more deregulated business environment. Treasury yields rose, sending bond prices down in the year’s final months, leaving the Bloomberg U.S. Aggregate Bond Index barely...

Market Summary Equity markets continued to move higher and set new all-time highs in the third quarter, despite an initial spike in volatility in July. The Federal Reserve’s highly anticipated rate cut finally transpired in September with a 50 basis point move as expected. Geopolitical tensions stayed elevated as more countries were pulled into the...

Market Summary The second quarter of 2024 exhibited moderate economic growth, driven by strong consumer spending and robust labor markets. Despite lingering concerns over inflation, the Federal Reserve maintained its cautious stance, opting to keep interest rates steady. With no interest rate decreases during the first half of 2024, economists and investors now speculate that...

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...