Category: Market Updates

Capital Market Review – Second Quarter 2024

Key Takeaways from 2Q 2024 It’s an artificial intelligence world, and everything else is just living in it. Over the past few quarters, commentaries could have been copied and pasted from one quarter to another, and it would have been...

Improving inflation? It depends on your point of view.

Despite volatile returns, the narrative has not changed; inflation, interest rates, and the Federal Reserve (Fed) remain the market’s top concerns. Markets are hoping for some indication that the Fed will commence cutting interest rates. Still, each inflation and most...

Capital Market Review – First Quarter 2024

Key Takeaways from 1Q 2024 New record highs were a theme during the first quarter, from the S&P 500 Index to gold and even bitcoin. The S&P 500 Index ended the first three months of the year up 10.6% and...

Capital Market Review – Fourth Quarter 2023

Key Takeaways from 4Q 2023 After an ugly third quarter and even start to the fourth quarter, markets regained their footing in November and finished the year strongly in positive territory. Consistent with how markets have traded the past 18...

Capital Market Review – Third Quarter 2023

Key Takeaways from 3Q 2023 Financial markets had a challenging third quarter driven by the big three: inflation, Treasury yields, and oil. As the Federal Reserve (Fed) indicated, interest rates would stay higher for longer, resulting in the 10-year U.S....

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