January 2026 US stock prices continued to rise during the fourth quarter, though gains were smaller and prices were more volatile than the prior quarter. The quarter began with stocks trending higher. This trend reversed on October 10 with the S&P 500 dropping 2.7% following comments from President Trump that he was considering imposing 100%...
The US stock market’s concentration in a few richly valued stocks has raised concerns that the stock market may tumble. While we agree that the overall market could decline sharply, a number of factors suggest that balanced well-diversified portfolios will out perform the US stock market. Morningstar recently posted an article[1] examining...
Key Drivers of 2025 Performance Artificial Intelligence (AI) – AI stocks were the main driver of US stock market returns during 2025 with Alphabet gaining more than 60% and chip maker NVDIA gaining more than 30%. However, they did come under pressure several times during the year. In January, Chinese company DeepSeek announced that it had succeeded...
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October 2025 US stock prices rose steadily during the third quarter, with the S&P 500 posting record highs and a gain of at least 2% during each month. A key driver of the extended rally was stronger than expected corporate earnings, with more than 80% of the companies in the S&P 500 reporting earnings that...
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July 2025 Second quarter market movements were driven largely by tariff announcements, though concerns about US government debt and geo-political developments also weighed on markets at times. April began with investors pushing stocks higher based on better-than-expected economic reports. On April 3 the Trump administration announced tariffs of at least 10% on all US imports...
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April 2025 The first quarter saw investors transition from concerns that the economy might be growing too quickly to worries that uncertainty surrounding tariff policy might push the economy into recession. Stocks came under pressure during the first week of January as stronger than expected economic reports on January 7, and better than expected jobs...
January 2025 Stock market volatility continued during the fourth quarter, with investors balancing better than expected economic activity against the likelihood of fewer and smaller interest rate cuts by the Federal Reserve going forward. Stocks made steady gains during the first half of October on expectations of strong corporate earnings reports. While the majority of...
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