Arbor Articles and Insights

October 2026 During the third quarter, US stocks alternated between gains and losses as investors balanced strong corporate earnings against concerns about rising bond yields and oil prices.   July began with semi-conductor stocks leading a stock market rally.  By the close on July 10, the S&P 500 was up more than 1% for the month...

July 2026 US stock prices surged during the second quarter, largely due to declining oil prices and strong corporate earnings.  April began with stocks rising relentlessly on hopes for a ceasefire between the US and Iran that might reopen the Strait of Hormuz.  These hopes were realized on April 8 when President Trump announced a...

April 2026 US stock prices declined during the first quarter, largely due to geo-political issues.  January began with stocks trending higher.  The news that the US had ousted Venezuelan President Maduro triggered a sharp rally in Energy stocks on January 5.  On January 6, the rally spread to other sectors that might benefit from rebuilding...

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%...

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...