The markets have retreated recently as new tariffs take effect. President Trump has implemented tariffs on Canadian, Mexican, and Chinese imports, contrary to hopes for extensions or negotiated agreements. Further tariff actions are anticipated in the coming months, including reciprocal measures against nations that levy duties on American products. Market participants are concerned that escalating […]
Tariffs, Policy, and Trade Read More »
President Trump’s inauguration marks a significant political shift amid market and economic uncertainty. The stock market had rallied as much as 5.3% with dividends in the month following the November election, before giving up about half of those gains at the start of the year.1 As President Trump begins his second term, both Wall Street
7 Ways the Presidential Inauguration Affects Investors Read More »
I hope all is well with you. I’m reaching out today with a timely overview of October market and economic developments. Politics today is a polarizing topic and generates a lot of emotions for investors. A week has passed since the election and we’re been analyzing the quantitative data surrounding presidential elections. Later this week
October Market Update and November Election Result Information Read More »
With less than two months until the presidential election, the policy platforms for President Donald Trump and Vice President Kamala Harris are gradually forming. Through speeches and debates, each candidate is laying out what they stand for and how they would change existing policies. From an investor perspective, perhaps the most scrutinized area is taxes,
How Tax Proposals and the Election Impact Investors Read More »
To paraphrase Ernest Hemingway, shifts in the stock market often occur “gradually, then suddenly.” Over the past month, the market has rotated from large cap technology stocks to small caps and other sectors. Following the latest jobs report, however, global stocks experienced a sharp pullback due to concerns over the timing of Fed rate cuts,
Stock Market All-Time Highs Read More »
I hope the summer is treating you well! As we enter the second half of 2024, now is the perfect time to review the last quarter. Overall, bulls continued to run during the second quarter of 2024 as several major stock indexes broke out of recent trading ranges to the upside. Tallying the quarter, the
How amazing is it that I have the freedom to write anything I want in a holiday email? Okay, not anything, this is a highly regulated industry. But the freedoms we have as Americans are second to none and I am excited to celebrate that this Independence Day. This is our holiday to reflect on
Happy Independence Day! Read More »
Hope all is well with you. After a strong March, major U.S. equity indexes retreated in April. Rising Treasury yields were a prevalent theme for much of the month, while attention turned to corporate earnings and the Fed meeting at the end of the month. Here is the tale of the tape for the month
U.S. Equity Indexes Read More »
Hope all is well with you as we head into the first weekend. Stock index investors were in command throughout March as the recent rally continued and showed signs of broadening to other sectors. As a bonus, the recent stock index rally was fueled further by a Federal Reserve (Fed) that sounded dovish, or accommodating,
Major Stock Indexes Read More »
The S&P 500 index recently closed above 5,000 and set a new all-time high, less than three years after it first crossed the 4,000 mark. While some are understandably nervous any time the market is near record levels, investors also tend to grow more bullish as the momentum continues. Across market cycles, fear often turns
Loss Aversion and the Impact of Sequence of Returns Read More »