The Year in Review

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Posted on January 11th, 2024

The echoes of central banks’ historic monetary stimulus to counter the Covid-19 virus, the resulting inflation, and the  unwinding of that monetary stimulus to contain […]

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Q3 2023 Market Review

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Posted on October 12th, 2023

The first half of 2023 saw global stocks strong returns buoyed with hopes of a soft landing and supported by a seemingly sustained trend of […]

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Q2 2023 Market Review

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Posted on August 1st, 2023

The reversals from 2022 continued into 2023 (thankfully!); with 2022’s worst performing sector, growth stocks; becoming this year’s best performing sector (+28% for the year […]

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Q1 2023 Market Review

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Posted on April 12th, 2023

March saw the financial markets extend this quarter’s rebound from the brutal 2022, both from a headline perspective and within most sectors. Still, stocks ended […]

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January 2023 Market Review

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Posted on February 3rd, 2023

January was a good month for investors, with markets ending higher despite concerns that the economy may be headed toward a significant slowdown or even […]

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Inflation- The Trend Continued

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Posted on January 17th, 2023

In our 2021 market review, we discussed the sources of our current inflationary economy and assumed it would continue.  And continue it did, negatively impacting […]

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October 2022 Market Review

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Posted on November 1st, 2022

After a rough September, markets rebounded in October with the first monthly gain since July. After two quarters of contracting, GPD growth came in higher […]

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Q3 2022 Market Review

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Posted on October 4th, 2022

The Fed’s rate increases are not slowing inflation as quickly as hoped. After remaining flat for a few months, inflation data released in mid-Sept was […]

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Q2 2022 Market Review

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Posted on July 11th, 2022

With inflation, interest rate, and geopolitical fears taking the stage and reversing market advances in the beginning of 2022, the second quarter extended these trends. […]

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April Market Update

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Posted on May 18th, 2022

Economic trends apparent so far in 2022 continued in April and worldwide markets tanked.  Interest rate increases, spurred by a more hawkish Fed, continued punishing […]

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