The Market Navigates Economic and Policy Uncertainty in February
Monthly Market Summary Stocks and Bonds Move in Opposite Directions Amid Market Rotation Stocks traded lower in a late-month sell-off as sentiment weakened. The S&P
2025 Rate Cut Outlook: What’s Keeping the Fed on Hold?
In recent years, the Federal Reserve carried out one of the fastest rate-hiking campaigns to bring inflation down from a multi-decade high. After holding rates
Stocks Rally as Market Leadership Shifts in Early 2025
Monthly Market Summary Stocks Trade Higher as Market Leadership Rotates After 2024’s Gains Stocks traded higher to start 2025, but there was a change in
Long-Term Perspective: Understanding How Valuations Impact Portfolio Returns
The S&P 500 has rallied +50% since the start of 2023 and more than +150% from the COVID-19 pandemic low in March 2020. The rally
4Q 2024 Recap & 1Q 2025 Outlook
Key Updates on the Economy & Markets There was no shortage of market-moving events in Q4. The stock market opened the quarter with a slow
S&P 500 Sets More Than 50 New Highs in 2024
The past two years have been remarkable for investors, with the S&P 500 posting back-to-back gains of over +20%. The chart below looks at 2024’s