In March, U.S. equities continued their steady ascent with all major indices experiencing gains. The S&P 500 extended its winning streak, marking its fifth consecutive monthly increase and closing higher for the 10th time in the past 13 months.
Major U.S. equity indices closed the month of February on a positive note, with the Nasdaq and small-cap Russell 2000 leading the charge. Notably, the S&P 500 achieved a significant milestone by eclipsing the 5000 mark for the first time on February...
A page flipping on the calendar was not going to put a halt to the strength we saw in equities last year. Fresh off an impressive rally to close out the last two months of 2023, the S&P 500 and Nasdaq continued...
After an agonizing three-month stretch, from August to October, where U.S. equity markets corrected over 10% and bond yields surged, everything was made right again over the final two months of the year. All major U.S. indices closed higher in December with...
November was the month of the reversal in just about all things related to financial markets. Everything from financial asset performance to investor sentiment to economic indicators to Fed policy expectations ended up doing a complete 180 given their course over the...
October was just a continuation of a trend that began to really take hold at the end of July. Up until the time of this writing, the unabated move higher in long-term Treasury yields has rattled equity markets.
Last month, we briefly discussed seasonality as it relates to stock market performance during the months of August and September. Over the past 50 years, August and September have been the two worst months for both the S&P 500 & Nasdaq, and...
Seasonality caught up with equity markets again this year. Historically, the two weakest months of the year for equities are August and September.
After months of extremely narrow market leadership, strength in equities finally began to broaden out in June. It has been well publicized that much of the market’s advance this year has been driven by a handful of the largest technology focused companies,...
If you are coming out of May even more confused than before, you are likely not alone. Much of the year has been dominated by conflicting economic and market signals.
The month of April was marked by a dearth of volatility at the broad index level. The S&P 500 rose a modest 1.5%, while the Nasdaq was flat, and the Russell 2000 declined 2%.
After years of zero interest rate policy (ZIRP), cracks in the financial system began to emerge in early March. You would never know it by the positive performance seen in the S&P 500 and Nasdaq, as the large-cap indices climbed 3.51% and...
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