Weekly Market Commentary April 21, 2025 The Markets As the market turns… When investor preferences shift and money flows from one sector, industry, investment style or geographic region into another, it is called a market rotation. For years, stock markets…
Weekly Market Commentary April 14, 2025 The Markets All eyes on the bond market. The scale of the tariffs introduced by the administration shocked investors, sparking a roller coaster of a week for stock markets. Last week,…
Weekly Market Commentary April 07, 2025 The Markets “If you can keep your head when all about you are losing theirs…” The advice offered by Rudyard Kipling’s poem “If—” resonated last week. A sharp escalation in trade tensions sparked a…
Weekly Market Commentary March 31, 2025 The Markets Risk-on. Risk-off. If you read the financial press, you may have seen the terms “risk-on” and “risk-off”. When investing, there is a risk-return spectrum. Stocks typically have higher risk…
Weekly Market Commentary March 24, 2025 The Markets The market whisperer… Last week, the Federal Reserve (Fed) left the federal funds rate unchanged, and Fed Chair Jerome Powell soothed markets. He explained that conditions in the labor market were broadly…
Weekly Market Commentary March 17, 2025 The Markets A correction and a bounce. Last week, the Standard & Poor’s (S&P) 500 Index moved into correction territory. The Nasdaq Composite Index (Nasdaq) was already in a correction, and the Dow Jones…
Weekly Market Commentary March 10, 2025 The Markets What do weather and investing have in common? From 1991 to 2020, the average temperature of the United States was 54.7° Fahrenheit. Of course, that doesn’t mean…
Weekly Market Commentary March 03, 2025 The Markets Is it supposed to be doing that? At the end of last year, economists believed the chance of a recession in 2025 was relatively low. In December, economist Torsten Sløk wrote, “The…
Weekly Market Commentary February 24, 2025 The Markets A difference of opinion. Broadly speaking, there are two types of investors: individual investors and institutional investors. Individual investors buy and sell investments to grow their personal wealth. This group of investors…
Weekly Market Commentary February 18, 2025 The Markets Why are stock markets wary of tariffs? In two of the last three weeks, tariff announcements led to late week stock market sell-offs. Stocks quickly recovered lost value, but uncertainty about the…