Financial Market Quarterly Commentary | March 2025
It was a rough March for stocks, capping off a weak quarter to start the year. The S&P 500 lost 5.63 percent in March and 4.27 percent in the first quarter.
Financial Market Quarterly Commentary | December 2024
December was a mixed month for markets, as investors pulled back from most U.S. stocks due to concerns over rising interest rates and economic uncertainty.
What To Expect From Trump’s Second Term – Part 1 | Ep #58
In this episode, we discuss the economic implications of Donald Trump’s second presidential term, focusing on markets, regulation, energy, and inflation.
Financial Market Quarterly Commentary | September 2024
Stocks continued their recent rally in September, with all three major U.S. indices up for the month and quarter. The S&P 500 gained 2.14 percent in September and 5.89 percent for the quarter, while the Dow Jones Industrial Average (DJIA) was up 1.96 percent during the month and 8.72 percent for the quarter.
Financial Market Quarterly Commentary | June 2024
Markets continued to rise, with all three major U.S. indices growing in June. The S&P 500 gained 3.59 percent in June and 4.28 percent for the quarter.
Financial Market Quarterly Commentary | March 2024
It was a positive March for stocks, capping off a strong quarter to start the year. The S&P 500 gained 3.22 percent in March and an impressive 10.56 percent in the first quarter. The Dow Jones Industrial Average was up 2.21 percent during the month and 6.14 percent for the quarter.
Financial Market Quarterly Commentary | December 2023
Markets continued to rally in December, with the positive returns during the month contributing to a strong end to the year. The S&P 500 gained 4.54 percent in December, 11.69 percent in the fourth quarter, and an impressive 26.29 percent over the course of the year.
Financial Market Quarterly Commentary | September 2023
The S&P 500 lost 4.77 percent for the month and 3.27 percent for the quarter. The DJIA was down 3.42 percent in September and 2.10 percent for the quarter. The Nasdaq Composite dropped 5.77 percent for the month and 3.94 percent for the quarter.
Financial Market Quarterly Commentary | June 2023
June was a strong month for equity markets as resolution of the debt ceiling impasse helped lower uncertainty and supported a risk-on environment. The positive monthly returns capped a solid quarter for stocks.
Financial Market Quarterly Commentary | April 2023
Markets had a solid March, as a month-end rally helped bring all three major U.S. indices into positive territory for the month. The S&P 500 gained 3.67 percent while the Dow Jones Industrial Average (DJIA) increased 2.08 percent and the Nasdaq Composite notched a 6.78 percent gain.