Market Updates

  • March marked the weakest month for equities in the past year and capped off a soft first quarter for most major indices. Before last week, [...]

  • February delivered mixed results across major asset classes, depending on where investors were positioned. Below are the February returns for the popular benchmarks that investors [...]

  • The first month of 2026 began on a generally positive note for equities, though the ride was not without days of heavy volatility. Below [...]

  • December closed out 2025 with relatively muted market action. Volatility eased for most of the month, while several major equity indices traded sideways in [...]

  • November marked the most volatile month for the S&P 500 since the tariff-driven sell-off earlier this year. At one point, on November 20th, the [...]

  • The S&P 500 notched its sixth straight monthly gain as we move into a stretch that has traditionally been one of the most favorable [...]

  • September proved to be another strong month for equities, with the anticipated seasonal weakness once again failing to emerge. As we head into the [...]

  • August delivered another strong month for U.S. equities, defying the seasonal weakness that is often associated with late summer trading. The standout performer was [...]

  • Despite a pullback on the final day of the month, July was broadly positive for U.S. markets, continuing the recovery from the April lows. Below [...]

  • June marked the second consecutive month of strong gains for the stock market, offering encouraging signs for investors as equities continue to rebound from [...]

  • Stocks posted solid gains across the board in May, continuing their recovery from the initial tariff announcements made in early April. Below are the May [...]

  • Calling April a wild ride in the markets might be an understatement. The month began with a sharp sell-off, delivering some of the worst [...]

  • The year has gotten off to a challenging start, with the first quarter of 2025 marking the weakest performance for equities since the third [...]

  • As I noted in last month’s market update, February has a tendency to be weak during post-election years. This year was no exception, as [...]

  • Stocks kicked off the new year with gains, a historically positive signal for market performance in the months ahead.Below are the January returns for [...]

  • Stocks struggled during December, a month traditionally known for strong performance. Below are the 2024 year returns for the popular benchmarks that investors track (Data [...]

  • November has proven to be one of the strongest months for stocks in 2024. Following a pullback in the latter half of October, markets [...]

  • The S&P 500 snapped its 5-month win streak with a negative October. Stocks were on track to remain relatively flat for the month until [...]

  • September began in a strikingly similar manner to August, with significant stock sell-offs occurring during the first week of both months. Following this initial [...]

  • The S&P 500 started the month of August on a sour note, with its largest one-day decline (Monday, August 5th) since the fall of [...]

  • It seems like the pullback a few months before the election started earlier this year. Some can argue that the sell-off was needed so [...]

  • To close out the first half of 2024, stocks, for the most part, built on their year-to-date gains in June. Relatively speaking, June was [...]

  • Stocks rebounded in May after a healthy pullback in April. We made it through another earnings season with most companies surpassing analyst estimates. 96% [...]

  • The S&P 500's 5-month winning streak has come to an end. It was a good run for stocks, but a healthy pullback was needed. [...]

  • The first quarter of 2024 is in the books and it should have investors smiling. Stocks bucked the historical seasonal weakness for Q1 during [...]

  • February turned out to be an abnormally strong month for stocks relative to history, especially during election years. As mentioned in the market update [...]

  • Stocks, for the most part, carried their 2023 year-end strength into the first month of 2024. The first quarter of an election year tends [...]

  • Stocks closed out 2023 strong in the final month of the year. The strength spilled over from November (the strongest month of the year [...]

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