Author: Kim Argo

April 9, 2024

Q1 Market Analysis 2024

This 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. Click Here To View Full Report

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April 3, 2024

April Market Summary 2024

Key Updates on the Economy & Markets Stocks continued their upward trajectory in early 2024. The S&P 500 returned more than 10% for a second consecutive quarter, setting multiple new all-time highs along the way. Notably, this quarter saw a significant shift in sentiment, as investors now only expect three interest rate cuts this year…

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March 6, 2024

March Market Summary 2024

Monthly Market Summary The S&P 500 Index gained +5.2%, underperforming the Russell 2000 Index’s +5.6% return. All eleven S&P 500 sectors traded higher, with cyclical sectors outperforming. Corporate investment-grade bonds produced a -1.9% total return as Treasury yields rose, while corporate high-yield bonds produced a +0.3% total return. International stocks underperformed U.S. stocks. The MSCI…

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February 12, 2024

February Market Summary 2024

Monthly Market Summary The S&P 500 Index gained +1.6% in January, while the Russell 2000 Index traded down by -3.9%. Five of the eleven S&P 500 sectors traded higher. Communication Services, Financials, and Health Care each outperformed the S&P 500, while Real Estate, Consumer Discretionary, and Materials traded lower. Corporate investment-grade bonds produced a -0.4%…

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January 22, 2024

Q4 Market Commentary 2023

Quarterly Snapshot Global equity markets rallied sharply during the fourth quarter of 2023. Signs of slowing inflation, along with the U.S. Federal Reserve’s (Fed) relatively dovish comments and projections regarding monetary policy, spurred investors’ hopes that the Fed and other global central banks could pivot to cutting interest rates sooner than previously expected. Global fixed-income…

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January 8, 2024

Q4 Market Analysis 2023

This 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.   Click Here To View Full Report

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January 4, 2024

January Market Summary 2024

Key Updates on the Economy & Markets Financial markets underwent a sizeable shift in the fourth quarter. Treasury yields, which spiked in Q3, reversed lower as inflation eased and the Federal Reserve hinted at interest rate cuts in 2024. The decline in interest rates was a significant tailwind for stocks and bonds. The S&P 500…

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December 7, 2023

December Market Summary 2023

Monthly Market Summary The S&P 500 Index gained +9.1% in November, slightly underperforming the Russell 2000 Index’s +9.2% return. Ten of the eleven S&P 500 sectors traded higher, with only Energy trading lower as the price of oil declined -6.2%. Corporate investment-grade bonds produced a +7.5% total return as yields declined, outperforming corporate high-yield bonds’…

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