Protected: Quarterly Rebalance Review
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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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There is no excerpt because this is a protected post.
October 1, 2024 Stock market volatility picked up during the third quarter, with investors rotating out of technology shares and into value and small capitalization stocks that were left behind when technology shares surged higher during the first half of the year. Conflicting reports on the state of the economy also contributed to the increase...