Outlook

Only three months ago we were writing about the S&P 500’s third consecutive year of double-digit gains. The outlook for […]

2025 served as a defining case study for the myriad challenges of market timing. Despite trade shocks, geo-political unrest, and

It has been said that equity bull markets often “climb a wall of worry”. That has certainly been the case

The S&P 500 Index finished the second quarter of 2025 +11%, capping a furious +25% rally off the April 8th

Global trade. Tariffs. Protectionism. Concepts many of us studied in Economics 101. President Trump campaigned on increasing tariffs, but none

Investors faced a lot of uncertainty in 2024 including elections, inflation, and geo-political conflict. All the same, equity markets continued

Two years ago, many market pundits were sure the US economy was entering a recession in response to the Fed’s

For the first time in what feels like a long time, the Federal Reserve (Fed) and the market largely seem

The first quarter of 2024 continued the positive trends we experienced in the last quarter of 2023. Inflation continued to

Financial markets’ strong rebound in 2023 took investors by surprise. It’s hard to believe it was just 12 months ago