Key Takeaways WIN STREAKS The S&P 500 was up +2.3% in October, made eight all-time highs, and marked a six month win streak. For diversified investors in a 60% equity, 40% bond portfolio, October marked seven straight positive months, thanks to positive...
Quick Takes Wall Street finished a volatile week lower, as US stocks snapped a three-week win streak, as worries about the Artificial Intelligence (AI) trade and high valuations fueled a broad risk-off pullback. The S&P 500 Index slid -1.6%, the small cap Russell...
Quick Takes The S&P 500 and Nasdaq Composite each hit their 36th all-time high of the year during the beginning of the week, and each marked three week win streaks with gains of +0.7% and +2.2% respectively. However, the small cap Russell 2000 fell -1.4% for the...
Quick Takes Reduced trade tensions with China, more strong corporate earnings, and a cooler-than-expected inflation report pushed the S&P 500 Index and Nasdaq Composite to new record highs and left the small cap Russell 2000 Index just a quarter percent from its...
Quick Takes Stocks rebounded last week despite extremely choppy trading as US-China trade tensions and banking sector volatility whipsawed markets throughout the week. Stocks and bonds ultimately resolved to the upside on trade tension de-escalation and solid bank...
Quick Takes Stocks saw their largest daily decline since the April 10 Liberation Day on Friday after President Trump threatened “a massive increase of tariffs on Chinese products” in response to China’s proposed new export controls on rare earths minerals. The S&P...
