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% […]
Quick Take: Stocks closed in on bear market territory before staging a comeback following temporary relief from sweeping global tariffs. Bonds ended a see-saw month with gains. After the administration unveiled tariffs against trade partners around the world on April 2nd, stocks sank, with the S&P 500 dropping more than 11% for the month, down […]
Quick Take: Stocks continued a selloff in March as tariff uncertainty gripped markets and growth concerns pushed bond yields lower (prices higher). [1] [2] Bonds were a standout performer in the first quarter, while stocks finished a dismal quarter with both the S&P 500 and Nasdaq posting their worst monthly falls in over two years.[3] […]
Quick Take: Stocks fell in February as trade uncertainty and economic concerns dominated market sentiment.[1] Bonds benefited from flows seeking safer havens as investors reduced risk. [2] Stocks ended February in the red after another volatile month was characterized by policy uncertainty.[3] Investors have been struggling to guess whether the U.S. would follow through on […]
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