Market Performance Summary It was another difficult month for bond and equity investors. After watching virtually all major asset classes fall in January, February brought a similar trend, though at a lesser magnitude. Inflation anxieties remain but geopolitical risks...
Quick Takes It was a troubling week as Russia began a full-scale invasion of Ukraine triggering one of the worst military crises in Europe in decades. Given the complexity of the situation with waves of sanctions being issued by Western allies and various reports of...
Quick Takes Equities continued to struggle amid elevated geopolitical risks and expectations for tighter monetary policies as inflation pressures persist ahead of next month’s Fed meeting. Virtually all major global equity indices were down -1% or more, deepening the...
Quick Takes Stocks continue their choppy trading, getting whipsawed in the past week by a hotter-than-expected consumer inflation report, surprisingly hawkish comments from St. Louis Fed President James Bullard, and National Security Advisor Jake Sullivan’s...
Market Performance Summary There just isn’t any way to sugarcoat it, January was a rough month for investors in all asset classes. After a year of solid gains across most major equity indices in 2021, January was a decidedly “risk-off” month in which pretty much...
Quick Takes Major U.S. stock market indices had their best week of the year despite sharp losses on Thursday. For the week, the S&P 500 was +1.6% higher, the Nasdaq rose +2.4%, the Dow gained +1.1%, and the small cap Russell 2000 advanced +1.7%. Stocks had been...
