Apr
01
1Q 2025 Recap & 2Q 2025 Outlook
Key Updates on the Economy & Markets
Stocks fell in the first quarter after two years of strong gains exceeding
10 min read
Recap
Mar
03
The Market Navigates Economic and Policy Uncertainty in February
Monthly Market Summary
* The S&P 500 Index returned -1.3%, outperforming the Russell 2000 Index’s -5.2%
2 min read
Feb
03
Stocks Rally as Market Leadership Shifts in Early 2025
Monthly Market Summary
* The S&P 500 Index returned +2.7%, marginally outperforming the Russell 2000 Index’s +2.
2 min read
Jan
01
4Q 2024 Recap & 1Q 2025 Outlook
Key Updates on the Economy & Markets
9 min read
Sep
06
Federal Reserve Set to Begin Cutting Interest Rates in September
Monthly Market Summary
* The S&P 500 Index returned +2.3% in August, outperforming the Russell 2000 Index’s
2 min read
Aug
02
The Stock Market Experienced a Big Rotation in July
Monthly Market Summary
* The S&P 500 Index returned +1.2% in July, underperforming the Russell 2000 Index’s
2 min read
Jul
01
2Q 2024 Recap & 3Q 2024 Outlook
Key Updates on the Economy & Markets
8 min read
Jun
03
Global Markets Trade Higher After April Sell-Off
Monthly Market Summary
* The S&P 500 Index gained +5.1%, slightly outperforming the Russell 2000 Index’s +5.
2 min read
May
01
Rising Treasury Yields Cause Stocks & Bonds to Trade Lower
Monthly Market Summary
* The S&P 500 Index returned -4.0% in April, outperforming the Russell 2000 Index’s
2 min read
Apr
01
1Q 2024 Recap & 2Q 2024 Outlook
Key Updates on the Economy & Markets
7 min read