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Blog

Rising Policy Uncertainty Leads to Increased Market Volatility

05/07/2025

Monthly Market Summary The S&P 500 Index returned -0.9%, outperforming the Russell 2000 Index’s -2.3% return. Technology was the top-performing S&P 500 sector,...

Key Updates on the Economy & Markets

03/24/2025

Key Updates on the Economy & Markets The major development in 3Q24 was the Federal Reserve’s decision to cut interest rates by -0.50%, the first rate cut of this cycle. It...

The Market Navigates Economic and Policy Uncertainty in February

03/04/2025

Monthly Market Summary The S&P 500 Index returned -1.3%, outperforming the Russell 2000 Index’s -5.2% return. Six of the eleven S&P 500 sectors traded...

Stocks Rally as Market Leadership Shifts in Early 2025

02/05/2025

Monthly Market Summary The S&P 500 Index returned +2.7%, marginally outperforming the Russell 2000 Index’s +2.5% return. Seven of the eleven S&P 500 sectors...

Looking Back on the 2024 Stock Market Rally

01/16/2025

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 start in October, but the outcome of...