Market Updates

November broke a streak of four consecutive down months in the stock market and six consecutive down months in the bond market in what was essentially an ‘everything rally.’ Overall easing financial conditions... more

Financial markets unfortunately kicked off the fourth quarter trending similarly as the third quarter where rising yields contributed to tighter financial conditions in what was a difficult environment for both stocks and bonds.... more

The “September Effect” was on display last month where the U.S. economy felt like a lose-lose situation in which weak growth could tip it into recession while accelerating growth could initiate a second... more

Financial markets in August gave back some following strong performances in June and July with most equity and bond markets declining. The goldilocks soft landing narrative in June and July slowly grew a... more

July’s global financial markets built on the rally in risk assets with a goldilocks soft landing narrative building around upside surprises in overall growth and downward trending inflation data. Key economic reports crossing... more

Global financial markets in June saw global central bank policies diverge, a failed coup in Russia, and a continuation of tightening overall liquidity across most major economies. Continued disinflationary trends and a general... more

Global financial markets dealt with shifting expectations for monetary policy, resurfacing of banking sector stress, debt ceiling anxiety, challenging corporate earnings, and mixed economic data during the month of May. more

April kicked off the second quarter on a fairly positive note with most financial assets generating solid returns. Equity and fixed income markets added to a positive first quarter giving diversified portfolios a... more

While March was certainly a tale of two halves, the month and first quarter of 2023 are now in the books having delivered nice gains across both stock and bond markets - continuing... more

The closures of Silicon Valley Bank (SVB) and Signature Bank in recent days has been dominating the headlines of the financial press. It’s important to realize that Silicon Valley Bank had an unusual... more