Equity markets faced significant challenges in March, with major indices experiencing notable declines. Tariffs dominated headlines and lowered expectations for economic growth while simultaneously raising expectations for inflation.

US equities surged in November 2024 as bond yields fell, driven by strong earnings, a supportive Fed, and post-election optimism. Explore key market trends, sector performance, and outlook for 2025.

For the period September 1 – September 30, 2024. Executive Summary Despite recent bouts of volatility, equity markets marched higher, ending the third quarter at all-time highs. The Fed began a recalibration of interest rates with a 50-basis point cut, as they see balanced risks to both inflation and employment.

Markets pulled back in April 2024 amid sticky inflation and shifting rate expectations. Explore key economic data, sector performance, and what it means for investors.

Equity markets continue to march higher despite the historic duration of the inverted U.S. Treasury yield curve. Inflation has moderated and stabilized, while growth expectations have modestly improved, indicating that risks between inflation and economic growth are well-balanced.

Explore how America’s economy and household wealth have surged since 1989, with GDP more than doubling and assets skyrocketing by over 500%. Discover the key drivers behind this growth—from real estate to equities—and what it means for wealth distribution today.

December 2023 Market Recap: Stocks and bonds surged as the Fed signaled potential rate cuts in 2024. Explore key economic shifts, inflation trends, and what they mean for your financial strategy heading into the new year.

Bank failures dominated the headlines for most of March. Caused by persistent high inflation and the Fed’s continued rate hiking, these failures stirred up fears that another banking crisis was on our hands. However, this is not 2008, and the overall banking system is the strongest it’s been in decades. Additionally, despite the bank failures, the markets finished positive for the month. After swift and effective action to contain a nationwide bank run, the Fed’s top priority remains getting inflation under control.

Explore January 2023’s market rebound, with the 60/40 portfolio up 4.5%—its best start in decades. Discover how consumer sentiment, inflation trends, and economic indicators are shaping forecasts for Q1 and beyond.