April’s market rebound was swift and dramatic, with stocks setting new highs as geopolitical tensions eased and investors regained confidence. But beneath the rally, unresolved oil disruptions and a widening divide between AI winners and losers suggest the market’s next chapter may be more complicated than the headline numbers imply. What unresolved issue could continue…
READ MORERoy Sullivan, “The Human Lightning Rod,” is listed in Guinness World Records for being struck by lightning seven times between 1942 and 1977, more than any other person in recorded history. In more recent years, like Sullivan, the global economy has been subjected to multiple shocks: COVID-19 in 2020, Russia’s invasion of Ukraine in 2022,…
READ MOREThis report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report concludes with a quarterly topic regarding country debt and stock returns. Click Here to View…
READ MOREKey Updates on the Economy & Markets The first quarter was eventful for markets. Stocks traded higher to start the year, with the S&P 500 posting a modest gain in January. However, the market traded lower in March due to escalating geopolitical tensions in the Middle East and the Strait of Hormuz closure, which led…
READ MOREMonthly Market Summary The S&P 500 Index declined -0.8% in February, but the headline masked broad underlying strength. The equal-weighted S&P 500 gained +3.5%, Large Cap Value rose +2.6%, and the Russell 2000 added +0.8%, as the rotation toward smaller and more value-oriented companies continued. In contrast, Large Cap Growth declined -3.4% and the Nasdaq…
READ MOREMonthly Market Summary The S&P 500 Index gained +1.5% in January, setting a new high as it traded above 7,000 for the first time. Large Cap Growth declined -1.5% as tech stocks traded lower, while Large Cap Value rose +4.6%. The Russell 2000 returned +5.4% and set new highs as market leadership rotated toward smaller…
READ MOREAs we look back on 2025 and ahead to 2026, we are most struck by the resilience of the financial markets in the face of so much political and economic uncertainty and turmoil. Despite the U.S. government’s imposition of the highest tariffs since the 1930s, the global economy posted an estimated gain of 2.7% for…
READ MOREThis report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report concludes with a quarterly topic regarding country debt and stock returns. Click Here To View…
READ MOREKey Updates on the Economy & Markets Markets navigated a complex environment in Q4. The quarter started with a government shutdown, which lasted 43 days and delayed key economic data releases. The lack of timely information made it difficult to assess the economy’s strength and contributed to periods of volatility as the market reacted to…
READ MOREMonthly Market Summary The S&P 500 Index returned +0.2% in November, its seventh consecutive monthly gain. Large Cap Growth declined -1.8% as AI-related names came under pressure, while Large Cap Value rose +2.7%. The Russell 2000 and the Dow Jones Index both outperformed the S&P 500 as mega-cap tech stocks weighed down the index. Health…
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