October 2023 - Market Update September proved challenging for global stocks and bonds... It marked the worst month for stocks in a year, with the S&P 500 down 5%, and the weakest performance [...]
September 2023 - Market Update Despite recent optimism about declining inflation... The Consumer Price Index (CPI) recorded its largest monthly increase this year, up 0.6% in August.1 On an annual basis, prices [...]
July 2023 - Market Update Stocks surged in the first half of the year driven by mega cap technology, or technology-adjacent, stocks. These top stocks have been dubbed the “Magnificent 7” by [...]
June 2023 - Market Update Year-over-year inflation has improved in each of the last 11 months.While prices are still increasing faster than the Fed is comfortable with, as headline prices rose 4.0% over [...]
April 2023 - Market Update Consumers are the largest and most important part of the US economy, and their ability to drive it has been critical over the last year or so.Sentiment data [...]
March 2023 - Market Update Silicon Valley Bank (SVB) collapsed over a five-day period starting on March 8, 2023. The events were triggered by a run on the bank after it announced [...]
November 2022 - Market Update Recent positive economic developments include third quarter GDP rising at a 2.6% annualized rate.1 Also, inflation is showing some signs of slowing, with the yearly change in [...]
October 2022 - Market Update Another hot inflation report from September shows the Fed has a long road ahead to get inflation under control. The Consumer Price Index rose 0.4% for the [...]
September 2022 - Market Update August’s inflation surprised economists and the markets, and not the good kind of surprise. Lower gas prices helped somewhat, but the overall Consumer Price Index rose 0.1% [...]
July 2022 - Market Update Inflation ticked up once again in June, with the Consumer Price Index increasing 9.1% from the year prior, up from May’s 8.6% increase.1 Price increases were spread [...]
March 2022 - Market Update Inflation has yet to show signs of slowing as February’s Consumer Price Index notched another multi-decade high with prices increasing 7.9% over the last year and 0.8% [...]
February 2022 - Market Update Inflation notched up AGAIN in January with the Consumer Price Index showing prices increased 7.5% over the past year and 0.6% over December.1While the price increases were broad-based [...]
