Geopolitical tensions and inflation strike: Markets uniformly down 2022 Q1

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Posted on April 12th, 2022

World equity markets’ great 2021 is not continuing in 2022, while fixed income markets’ underwhelming performance last year is.  Inflationary pressures have been in the […]

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February Market Review

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Posted on March 8th, 2022

February saw markets uniformly down.  Initially investors fretted over global Central banks tightening monetary policy, with the highest headline CPI of 7.5% annual inflation in […]

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“A Trend is a trend. But the question is, will it bend? Will it alter its course through some unforeseen force and come to a premature end?” -Alexander Cairncross[1]

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Posted on January 7th, 2022

2021 Post Covid Trend Continues: Inflation, Blistering Stock Prices, Bonds Hurt As is usually the case, the headlines of a year that are memorable are […]

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October 2021 Market Review

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Posted on November 15th, 2021

After September’s retreat, stocks surged in October as the S&P 500 recorded its best month of the year as corporate earnings showed strength and congressional […]

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Third Quarter Market Review

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Posted on October 12th, 2021

Broad markets have enjoyed a buoyant 2021, with bonds being the only major segment of the market to show a loss. The buoyancy, however, did […]

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August Market Recap

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Posted on September 7th, 2021

Equity markets worldwide continued their positive momentum as reopening continues, with a number of developed markets further lifting restrictions in the face of continued concerns […]

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July 2021 Market Recap

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Posted on August 5th, 2021

The continuation of the re-opening of the U.S. continues to show the health of the U.S. economy even while dealing with various supply chain issues.   […]

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May 2021 Market Recap

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Posted on June 8th, 2021

General market trends continued to hold in May as data pointed to a strong economy, with the US Purchasing Managers’ Indices for both manufacturing and […]

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April 2021 Market Recap

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Posted on May 6th, 2021

April continued the streak of strong performance across most asset classes, with the S&P 500 clocking in at an 11.3% gain for the year.  While […]

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March 2021 Market Recap

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Posted on April 5th, 2021

The gradual economic growth discussed last month showed signs of accelerating in March.  Employers hired more, with January and February’s employment gains of +545k being […]

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