Yearly Archives: 2015

  • Sector Divergence in a Rebounding Market

    Stocks continued their rebound last week and the S&P 500 Index is now 8.2% higher compared to its Q3 ending value on September 30. Since the U.S. equity markets hit a 2015 bottom on August 25, they have now gained over 11% and are on track to finish the year in positive territory. ... Read More

  • Economic Data Stabilizes ahead of Fed Meeting

    Market Overview Sources: Equity Market, Fixed Income and REIT returns from JP Morgan as of 10/16/15. Rates and Economic Calendar Data from Bloomberg as of 10/19/15. Happening Now                    Economic data last ... Read More

  • Stocks Post Gains as Attention Now Turns to Earnings

    Stocks snapped back strongly last week with the S&P 500 Index posting a 3.3% weekly gain that moved the measure within 2.5% of positive territory for 2015 but remains down over 5% from the high set earlier this year on May 21. ... Read More

  • ETFs Continue to Gain in Popularity

    Recent market volatility has reminded many investors of the importance of diversification and the need for a strategic asset allocation plan consistent with their investment goals, timeframe and tolerance for risk. When implementing asset allocation strategies, we have found that it is becoming increasingly more common to utilize Exchange-traded Products (ETPs) for certain asset classes, styles and sectors ... Read More

  • Thank the Fed for the recent Market Volatility

    While Janet Yellen conceded that the projections for future U.S. economic growth and the current state of the U.S. labor market provided for a valid argument that an initial increase to the Federal Funds Target Rate was now warranted, however the Federal Reserve (“Fed”) decided, almost unanimously, that no such action would be taken after the most recent meeting in September ... Read More

  • Fed Leaves Rates Unchanged

    In the hotly anticipated Federal Reserve rate decision last Thursday, Chair Janet Yellen and eight other voting members decided to leave rates unchanged for an unbelievable 54th straight meeting. The statement released and press conference that followed shed light into why the committee deemed it necessary to keep rates at the same level as when the global economy was staring into the abyss in December of 2008 ... Read More

  • The Market, the Consumer, and the Month of September

    Equity markets in the U.S. and around the world advanced last week as investors continued to digest the market gyrations of the past thirty trading days, when the volatility of the S&P 500 index more than doubled. Uncertainties surrounding the future path of Chinese economic and stock market growth as well as the Federal Reserve’s (“Fed”) upcoming decision on interest rates continue to stay at the forefront of traders’ minds and appear to be preventing conviction from taking hold. ... Read More

  • Further Volatility Likely Over the Near Term

    Market Overview Sources: Equity Market, Fixed Income and REIT returns from JP Morgan as of 9/04/15. Rates and Economic Calendar Data from Bloomberg as of 9/07/15. Happening Now   Stock Markets around the world continued their sell-offs last week ahead ... Read More

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