Quick Take: U.S. equity indexes continued to break new records while bonds softened and Federal Reserve policy came into focus. [1],[2]   Source: https://www.bloomberg.com/news/articles/2025-07-24/stock-market-today-dow-s-p-live-updates   Optimism over international trade agreements and strong corporate earnings pushed the S&P 500 equity index to multiple record highs during July.[3] The S&P ended the month up 2.2%, bolstered by […]

Quick Take: Stocks hit new record highs in June, while bonds had their best month since February as traders factored in two rate cuts by the end of this year. [1],[2]   Source: https://www.bloomberg.com/news/articles/2025-06-29/us-futures-edge-higher-as-trade-talks-continue-markets-wrap   Stocks registered a powerful advance in June, ending the month at record highs.[3]  As investors felt more confident that trade […]

Quick Take: Stocks rallied back toward all-time highs, fueled by optimism from economic data and easing trade tensions. The prospect of higher government deficits weighed on long-term bonds.   Stocks posted a blistering rally in May, with the S&P 500 registering its best performance in the month of May since 1990.[1] The equity index gained […]