Market Commentary

Markets Hit a Rough Patch

As it often does, the stock market has hit a rough patch due to concerns around the delta variant, economic growth, interest rates and more. Continue reading

Week In Perspective: Treasury Market Disrupts Stocks [16-Jul-21]

The week started with the S&P 500 (-1.0%), Nasdaq Composite (-1.9%), and Dow Jones Industrial Average (-0.5%) closing at record highs, but that’s about as good as it got. They each finished lower as the market turned defensive while the real loser was the Russell 2000 (-5.1%) with a 5% decline. Continue reading

Week in Perspective: Small Gains [9-July-21]

The S&P 500 (+0.4%), Dow Jones Industrial Average (+0.2%), and Nasdaq Composite (+0.4%) eked out small gains and ended the week in record territory. The small-cap Russell 2000 struggled this week and declined 1.1%. Continue reading

A Tale of Two Infrastructure Deals

After weeks of grandstanding, posturing, and wrangling, it looks like a bipartisan infrastructure deal that both parties can live with is in the works. Continue reading

The Markets Mildly Adjust

As many have been anticipating, the Fed has moved up the timeline for its first post-pandemic rate hike. Much has changed since the Fed cut rates to zero and began expanding its balance sheet in early 2020. Continue reading

All-Time Highs Both Worry and Excite

Last week, the S&P 500 reached another new all-time high while the NASDAQ and Dow Jones Industrial Average each finished within one percent of record levels. Continue reading