INSIGHTS

Interested in following financial investment performance each month? Our team can help! We take time each month to review the markets, share insights, and offer useful information.

Check out past market reviews below, or sign up to get them delivered to your inbox monthly!

Watching the Global Tape

Watching the Global Tape

Global equities are holding firmly despite a cloud of softer activity overshadowing domestic and international economies. Security price changes represent investor expectations regarding future growth prospects. A discussion covering international...

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It Doesn’t Matter, Until It Does

It Doesn’t Matter, Until It Does

Something rather unusual happened in short-term money markets in mid-September. The repo-rate, an important financing tool for financial institutions, unexpectedly rose to as high as 10% at one particular moment. The rate’s move was a surprise...

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The Season of Stocks

The Season of Stocks

Although completely arbitrary, history shows that equities often perform poorly in August. This past August was no exception. The S&P 500 index slipped -1.8% in price value. Losses were narrowed to -1.6% after including dividends. Last month’s...

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Rate Cut: Two and Done?

Rate Cut: Two and Done?

The Federal Reserve gave financial markets what was expected by lowering the target rate for the Fed Funds by 25 basis points. The Fed called the rate cut a mid-cycle adjustment and not the beginning of a new easing cycle. The markets read this as...

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Signs of a Stimulus

Signs of a Stimulus

Evidence of an economic slowdown may be starting to appear in recent economic data, specifically related to industrial production, manufacturing and construction. Securities markets appear aware that something is happening and are setting their...

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Synchronization of Risks

Synchronization of Risks

Stock indexes retreated last month on increased global tensions and uncertainties. The index level on the S&P 500 dropped in May posting its worst monthly loss since December of last year. Still, the index level maintains a high single-digit...

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Asset Markets On Pace

Asset Markets On Pace

US large-cap stocks have made an impressive come back this year. After touching a low point last December, the price level on the S&P 500 has finally climbed back to last year’s record high. Currently, the index in trading near its all-time...

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Tape Watching

Tape Watching

Most of the major equity markets ended the first calendar quarter of the year with double digit percentage gains. Much of last year’s losses have been put in the past. What’s more, popularly followed indexes are closing in on last year’s all-time...

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An Eye on Valuation

An Eye on Valuation

US equities piled on another month of gains in February. So far this year, the indexes in the US stand on higher ground. Specifically, the index level of the S&P 500 was about 11% above last year’s close when February ended. Anyone who sold-out...

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Tides Can Change

Tides Can Change

Financial markets are akin to a dynamical system, and January was a perfect example of that analogy. The month shaped out as one of the best months on record for stocks in years. Shortly before January, global stock markets were rattled on an...

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