I hope this finds everyone refreshed and feeling hopeful for the prospect of the new year ahead. While it will no doubt have its highs and lows, we remain poised and ready to work alongside you as we embark on the journey into 2026 together. With the lively and busy year-end now behind us, I […]
After three years of double-digit growth, stock markets paused for a moment of consolidation in December.[1] The S&P 500 index marginally lost ground, ending the month 0.1% lower, while notching its seventh-best three-year run on record.[2],[3] Stocks still ended 2025 near record highs as the S&P 500 powered to a gain of 16.4% for the year. […]
January delivered another chapter in a bullish period for U.S. equity markets. The S&P 500 crossed the 7,000 threshold for the first time, extending a run after three consecutive years of double-digit returns. [1] For the month, the S&P 500 gained 1.4% and the tech-heavy Nasdaq edged up 0.9%. [2] Source: https://www.ft.com/content/321eb05e-47a5-454c-8c46-fa22b4296957 The benchmark S&P 500 […]
Quick Take: The longest U.S. government shutdown in history ended in November, which proved to be a turbulent month despite ending higher than it began. November shaped up to be a volatile month, with major indexes experiencing their biggest swings since April as markets eyed lofty prices of AI companies. [1] Tech stocks drove considerable […]
Quick Take:U.S. stocks and bonds extended their winning streak in October on the back of solid corporate earnings and the second Fed rate cut of the year.[1] Stocks powered ahead in October, notching six months in a row of gains — its best run since August 2021. The S&P 500 index has set 36 new […]
Quick Take: The Federal Reserve delivered the first interest rate cut of the year, boosting equity and bond markets again in September.[1] A new month, a fresh milestone in September. Stocks climbed to record highs yet again as investors cheered the prospects of additional interest rate cuts. The rally extended across asset classes and geographies.[2] […]
Quick Take: Stocks pressed to new highs as tech shares gained ground.Bond yields moved lower (prices higher) as odds increased that the Federal Reserve would cut interest rates in September. [1],[2] August didn’t just push stocks to fresh records – it added to the texture of the rally. Although tech stocks continued to set the […]
Quick Take: U.S. equity indexes continued to break new records while bonds softened and Federal Reserve policy came into focus. [1],[2] Source: https://www.bloomberg.com/news/articles/2025-07-24/stock-market-today-dow-s-p-live-updates Optimism over international trade agreements and strong corporate earnings pushed the S&P 500 equity index to multiple record highs during July.[3] The S&P ended the month up 2.2%, bolstered by strong earnings […]
Quick Take: Stocks hit new record highs in June, while bonds had their best month since February as traders factored in two rate cuts by the end of this year. [1],[2] Source: https://www.bloomberg.com/news/articles/2025-06-29/us-futures-edge-higher-as-trade-talks-continue-markets-wrap Stocks registered a powerful advance in June, ending the month at record highs.[3] As investors felt more confident that trade deals were […]
Quick Take: Stocks rallied back toward all-time highs, fueled by optimism from economic data and easing trade tensions. The prospect of higher government deficits weighed on long-term bonds. Stocks posted a blistering rally in May, with the S&P 500 registering its best performance in the month of May since 1990.[1] The equity index gained 6.2% […]