Weekly Market Commentary 4/21/25

Weekly Market Commentary 4/21/25

THE MARKETS As the market turns… When investor preferences shift and money flows from one sector, industry, investment style or geographic region into another, it is called a market rotation. For years, stock markets in the United States have outperformed stock...
Weekly Market Commentary 4/14/25

Weekly Market Commentary 4/14/25

THE MARKETS All eyes on the bond market. The scale of the tariffs introduced by the administration shocked investors, sparking a roller coaster of a week for stock markets. Last week, U.S. stocks: Rallied on a rumor. Fell when the rumor was recognized as a rumor. Rose...
Weekly Market Commentary 4/7/25

Weekly Market Commentary 4/7/25

THE MARKETS “If you can keep your head when all about you are losing theirs…” The advice offered by Rudyard Kipling’s poem “If—” resonated last week. A sharp escalation in trade tensions sparked a stock market downturn despite news that the United States economy...
Weekly Market Commentary 3/31/25

Weekly Market Commentary 3/31/25

THE MARKETS Risk-on. Risk-off. If you read the financial press, you may have seen the terms “risk-on” and “risk-off”. When investing, there is a risk-return spectrum. Stocks typically have higher risk and higher return potential than high-quality bonds. High-quality...