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26 February
A Choppy Start
Quick Take: Stocks finished January higher in a topsy-turvy start to the year amid volatility in the technology sector.[1] Bond yields declined (prices higher) but remain elevated.[2] Stocks rose to kick off the year, despite a tech sell-off sparked by China’s advances in artificial intelligence (from startup DeepSeek), followed by tariff announcements. [3] Just […]
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22 January
Profit Taking Finishes the Year
Quick Take: Stocks and bonds fell in December after the Federal Reserve projected fewer rate cuts in 2025 than markets had been expecting.[1] Equities finished a strong year with a whimper, as the S&P 500 fell 2.5% in December — the worst monthly loss since April. [2] This was just after stocks had just […]
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24 December
Stocks Deliver Best Month of the Year
Quick Take: Post-election optimism led stocks to hit record highs to close November, while Treasury bond yields ultimately settled lower (prices up) after some volatility. [1],[2] Stocks surged in November, posting their largest monthly gains of the year, as the removal of election uncertainty set off a powerful market rally.[3] The euphoria sent the S&P […]
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