Market Update—Quarter Ending September 30, 2024 Presented by Bruce Hosler — Quick Hits 1. Stocks Rally in September to Cap Off Strong Third Quarter Stocks continued to rise in September as improving fundamentals and lower interest rates supported returns. 2. Strong Quarter for Bonds September capped off a strong quarter for bond investors. 3. Federal Reserve Cuts Interest Rates The
Market Update—Quarter Ending June 30, 2024 Presented by Bruce Hosler — Quick Hits 1. June Rally Caps Solid Quarter for Stocks Stocks rose for the second consecutive month. 2. Bonds Up for the Month and Quarter Falling interest rates in June supported bond returns during the month and quarter. 3. Inflation Slows Inflation improved in May, with major inflation metrics
Market Update—Quarter Ending March 31, 2024 Presented by Bruce Hosler — Quick Hits Strong Start to the Year for Stocks A positive March for stocks caps off a solid first quarter. Mixed Quarter for Bonds Bond returns were mixed due to rising rates in the quarter. Healthy Economic Growth First-quarter economic reports show signs of healthy growth. Inflation and the
Market Update—Quarter Ending December 31, 2023 Presented by Bruce Hosler — Quick Hits 1. Solid December Caps Strong Year for Markets 2. Fixed Income Continues to Rally 3. Economic Updates Show Continued Growth 4. Focus on the Fed 5. Risks to Monitor 6. Positive Outlook for the New Year Solid December Caps Strong Year for Markets Markets continued to rally
Market Update— Quarter Ending September 30, 2023 Presented by Bruce Hosler — Market highlights Equity markets fell for the second consecutive month in September, causing all three major U.S. indices to end the month and quarter in the red. Rising rates and concerns of a potential month-end government shutdown weighed on equities. While consumer confidence fell in September, spending has
Market Update— Quarter Ending June 30, 2023 Presented by Bruce Hosler — Quick Hits Equity Markets Surge in June Fixed Income Faces Challenges Economy Continues to Grow Debt Ceiling Concerns Fade Market Risks Are Shifting Positive Outlook for Second Half of the Year Equity Markets Surge in June June was a strong month for equity markets as resolution of the
Market Update— Quarter Ending March 31, 2023 Presented by Bruce Hosler — Quick Hits Markets Rebound in March Strong March for Fixed Income Bank Stress Worries Markets Economic Updates Are Positive Risks Are Worth Monitoring Outlook Is Still Promising Markets Rebound in March Markets had a solid March, as a month-end rally helped bring all three major U.S. indices into
What Does the Silicon Valley Bank Collapse Mean for Investors? Presented by Bruce Hosler Americans have suddenly witnessed three very large bank failures in only a few days’ time. The first was the collapse last week of Silvergate, also known as “the Crypto bank.” Soon after, we read the news of both Silicon Valley Bank (SVB) and Signature Bank collapsing.
Presented by Bruce Hosler Market Update for the Quarter Ending December 31, 2022 December Sell-Off Caps Turbulent Year Markets sold off in December, contributing to mixed results for the quarter and declines for 2022. The S&P 500 lost 5.76 percent during the month, gained 7.56 percent for the quarter, and lost 18.11 percent for the year. Dow Jones Industrial Average