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Equities – both domestic and international – sold off. From peak to trough the S&P 500 pulled back 8.6%, the Nasdaq pulled back...
The 3rd quarter provided a welcome reprieve from the market volatility over the summer as investors embraced the Goldilocks backdrop of optimistic growth expectations and dovish Fed expectations. The business cycle slowdown has continued as expected, but recession risks look minimal while monetary and fiscal policy easing accelerate. The S&P 500 returned 8.1% in the 3rd quarter…
The 2nd quarter brought significant volatility across global markets as investors grappled with tariff policy uncertainty and war in the Middle East. In both cases, investors’ worst fears ultimately didn’t materialize and in the absence of a meaningful weakening in economic data…
The 3rd quarter ended with strong returns across most major asset classes, despite several bouts of volatility. Weak U.S. economic data and an interest rate hike from the Bank of Japan hit stocks particularly hard in the month of August. However, the long-anticipated start of the Fed’s rate cutting cycle…
The economic momentum of the 1st quarter continued into the 2nd, providing another positive quarter for equity markets. Initially, investors dialed back expectations for rate cuts from the Fed as economic overheating concerns took hold.
Global equity markets started off the year strong as resilient economic data buoyed investor sentiment. The U.S. remains on pace for a soft landing, as falling inflation and rising real wages should offset lower excess savings and tighter credit conditions.
The Internal Revenue Service (IRS) announced cost of living adjustments (COLAs) affecting dollar limitations for retirement plans and other retirement-related items for Tax Year 2024.
In a significant move that caught global attention, Fitch Ratings, one of the major credit rating agencies, downgraded the credit rating of the United States from AAA to AA+.
