Monthly Market Update – June 2025
Markets navigate a complex environment Since the start of June, markets have navigated a complex environment marked by encouraging inflation data, improving consumer sentiment, and renewed geopolitical tensions. U.S. inflation moderated in May, with the Consumer Price Index rising just 0.1% month-over-month and 2.4% year-over-year—its slowest pace in several years(1). This progress toward the Federal […]
Monthly Market Update – April 2025
A historic week The week of April 7 through 11 delivered historic market volatility, as a sudden tariff reversal triggered a rollercoaster ride across US and global markets—from stocks and bonds to commodities and currencies. The S&P 500 started the week on shaky ground, slipping closer to bear market territory before plunging 1.6% on Tuesday […]
Monthly Market Update – March 2025
Labor market and consumer sentiment February’s employment figures highlight an economy still adding jobs but showing signs of softening. Employers created 151,000 new positions, particularly in the healthcare, finance, transportation, and manufacturing sectors(1). Wage growth continues to trend upward, signaling employees may still have some negotiating power, despite the job growth slowdown(1). However, the unemployment […]
Monthly Market Update – January 2025
Mixed signals The latest jobs reports show mixed signals of cooling and resilience. Job openings rose unexpectedly in November(1), driven by the volatile business services sector, while the quits rate declined, adding evidence pointing to potentially slower wage gains in the coming months. Average hourly earnings grew modestly, reinforcing the trend of easing wage pressures. […]
Monthly Market Update – November 2023
Inflation slowing In October, the Consumer Price Index (CPI) showed inflation was flat on a monthly basis, slowing considerably from the 0.4% increase in prices in September(1). The yearly increase of 3.2% was helped by falling gas prices, which fell 5%, though food prices continue to increase. If gas prices continue to fall, then November’s […]
June 2022 Market Update
Bear Market territory and cooling consumer sentiment On June 13th, the S&P 500 officially entered bear market territory, defined as a pullback of at least 20%(1). While global capital markets have been volatile all year, crossing these man-made thresholds has the potential to create additional anxiety and nervousness, generating a lot of headlines and inevitably […]
How Volatility Affects Investments
When we talk to clients about their investments, there’s a good chance we’re going to talk about volatility. While the word can seem intimidating, volatility as a concept can help you better understand the stock market, your investments, and the way you think about both. What is volatility? What do you think of when you […]
February 2022 Market Update
Inflation concerns 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(1). While the price increases were broad-based across the economy, energy, food, and rents continue to push the index higher. Core inflation, which excludes food and energy, rose 6.0% and previously […]
January 2022 Market Update
Inflation, inflation, inflation! The news that dominated 2021 continues to be the primary focus in 2022. And, unfortunately, it will remain the case for at least the first quarter. The December data saw the fastest rise in the Consumer Price Index since the early 1980s, rising 7.0% from a year ago and 0.5% from November(1). […]
