Market Commentary

Positives Risks and Concerns The Quarter and Year in Review The first quarter of 2025 began with the poorest stock market performance since 2022, primarily due to the U.S. implementation…

Positives Risks and Concerns The Quarter & Year in Review 2024 was another strong year for most financial markets, led by approximately 30% returns in U.S. large capitalization growth stocks…

Positives Risks and Concerns The Quarter in Review In the 3rd quarter, the U.S. economy continued a glide path to a likely soft landing from a period of high inflation…

Positives Risks and Concerns The Quarter in Review The second quarter of 2024 saw potential market problems emerge with an Artificial Intelligence (AI) led tech rally showing signs of cooling,…

Positives Risks and Concerns The Quarter in Review The first quarter of 2024 was off to a strong start in financial markets after an early confirmation that 4th quarter GDP…

Positives Risks and Concerns The Year in Review 2023 began with low expectations for equity market performance due to concerns over high inflation, high interest rates, and a large equity…

Positives Risks and Concerns The Quarter in Review The third quarter began with relative calm in financial markets as investors began to expect a soft landing from the conditions of…

Positives Risks and Concerns The Quarter in Review The 2nd quarter of 2023 began with a surprising rally in U.S. large capitalization growth stocks, led by investor excitement about artificial…

Positives Risks and Concerns The Quarter in Review The first quarter of 2023 began with a stock and bond market rally driven by a trend of declining inflation and a…