Weekly Market Recap | April 11, 2022

Week in Review Equity Markets: The S&P ended the week down just over 1% as investors’ concerns around aggressiveness in rate hikes and Fed balance sheet reduction has been renewed. Small caps and growth stocks lagged compared to peers. The NASDAQ finished the week in the red by almost 4%. Defensive sectors led the way this week with strong performance…

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Quarterly Insights | April 2022

Inflation, Geopolitics and Rising Rates Weigh on Markets in the First Quarter After a historically calm 2021, volatility returned in the first quarter of 2022. Inflation surged to 40-year highs, the Federal Reserve promised to raise interest rates faster than previously thought, and Russia surprised the world with a full-scale military invasion of Ukraine, marking the first major military conflict…

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Weekly Market Recap | April 4, 2022

Week in Review Equity Markets: The S&P ended the first quarter down just under 5%, the first quarterly decline since the start of pandemic two years ago. On the heels of a ~10% run over the past few weeks, the S&P 500 fought back the final month of the quarter and ended March up 3.6%. Broadly speaking, financially healthy consumers…

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Market Update | March 30, 2022

I’d like to provide some color and context around the emerging topic of recession. Before we begin to dive too deeply, I think it’s worthwhile to compare the declines in the stock market this year relative to other historically large sell-offs in non-recessionary periods. As you can observe in this chart from JP Morgan, the low we’ve seen thus far…

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Weekly Market Recap | March 28, 2022

Week in Review Equity Markets: For the second week in a row, major indices were positive. The S&P and NASDAQ ended the week up approximately 2%. The NASDAQ continued its strength from last week after being the worst performing major index for the year. The NASDAQ has cut its year-to-date losses in half, and is now down 9.7% for the…

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Weekly Market Recap | March 21, 2022

Week in Review Equity Markets: The S&P gained over 6% for the week, and posted one of the best weeks since the fall of 2020. Investor sentiment helped push the markets higher, while the VIX fell over 20%. The VIX is a useful gauge in measuring investors’ expectations of short-term volatility in the stock market. The war in Ukraine has…

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Weekly Market Recap | March 14, 2022

Week in Review Equity Markets: All major indices ended the week down after a strong attempt to rally midweek. The S&P was down 2.69% despite Wednesday’s rally. The intraweek swing came on news that the Ukraine and Russia negotiations appeared productive, according to Russian President Vladimir Putin. This marks the fourth week out of five the S&P has been negative….

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Weekly Market Recap | March 7, 2022

Week in Review Equity Markets: Volatility continued this week and the S&P 500 ended the week down 1.3%. The S&P is down just over 9% for the year, and the market has struggled to push higher, despite positive factors. Earnings season is nearly over, and companies have reported a 31% growth in earnings from a year ago, according to FactSet….

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Weekly Market Recap | February 28, 2022

Week in Review Equity Markets: Early on Thursday, February 24, news broke that Russia had invaded Ukraine. In just the first few days, this tragedy has sent shockwaves across the world. It is possible this could lead to the most severe conflict on European soil in decades. Volatility spiked in the futures market as the news broke. The equity markets…

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Market Update | February 25, 2022

While there is plenty to discuss in the equity markets, I’d be remiss to not first acknowledge the suffering and tragedy that the people in Ukraine are experiencing. Here is to hope and prayer, that the devastation and loss of life is mitigated as much as possible. It’s been slightly more than 24 hours since the Russian Invasion of Ukraine…

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