• JSF Market Updates

Recent Updates

24 May

Fading Hopes for Rate Cuts

By in Market Update

Quick Take: Lingering inflation weighs on investors.[1] With as little as one rate cut now anticipated for 2024, Treasuries sold off, sending yields higher and stocks lower.[2]   As investors focused on disappointing inflation readings, major equity indexes ended a five-month winning streak to move lower in April.[3]  By the close of the month, the […]

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25 April

Steady Highs for Spring

By in highlights, Market Update

Quick Take: Stock markets join interest rates in staying higher for longer as economic strength continues.[1]     Back in 2022, the phrase “higher for longer” had a tendency to strike fear in markets. The concern was that interest rates would stay high for too long and squash growth. Now that we seem to be […]

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28 March

Record High Stocks Across the Board

By in highlights, Market Update

Quick Take: Major stock indices continued to reach all-time highs, as the Nasdaq joined the party.[1] Expectations of fewer rate cuts did little to dampen the rally.   February saw the stock market surge again, as the S&P 500 kicked off its best start to the year (S&P 500 +5.2% in February) since 2019.[2] Market […]

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29 February

New Year, New Heights

By in Market Update

Quick Take: Stocks repeatedly hit all-time highs as they rallied for a third straight month.[1],[2] Fed officials held interest rates steady while Chair Jay Powell all but dashed hopes of a March rate cut.[3]    Stock markets rang in the new year with optimism, notching new record highs to mark a bull run that started […]

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19 January

Defying Expectations

By in Market Update

Quick Take: Stocks and bonds defied expectations in 2023 as stocks soared and volatile bonds ended up nearly where they started the year.[1]   Flash back to the start of 2023, and the mood across markets was glum. Analysts, expecting a looming recession, advised a shift away from stocks towards the relative safety of bonds.[2] […]

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04 January

Thoughts From Our Founder: Reflection and Optimism for What Lies Ahead

By in Culture, Worth sharing

As we close the door on 2023, I can’t help but look back at this past year and reflect on the various twists and turns we experienced, most unexpected and some even fitting the description of a “black swan” event- an extremely unexpected event, which results in a decisively negative impact on the markets.[1] Following […]

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15 December

Optimism Ignites Rally

By in Market Update

Quick Take: Stocks and bonds had one of its best Novembers in decades as investors speculated the Fed would end its interest rate hiking campaign.[1],[2]   “For every action, there is an equal and opposite reaction.” Newton’s timeless principle resonates beyond physics, often showing up in market action. In November, stock markets enjoyed a strong […]

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21 November

Under Pressure

By in Market Update

Quick Take: US equities markets corrected as US long-term bond yields rose above 5%.1   Battered US stocks dipped to five-month lows as both the S&P 500 and Nasdaq (down 2.2% and 2.8%, respectively) fell into correction territory after dropping 10% from July highs.2, 3, 4, 5 During the third-quarter earnings season, even though around […]

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30 October

A Rocky Month

By in Market Update

Quick Take: The Fed signaled continued restrictive monetary policy, prompting bond yields to continue their rise (prices fell). Equities turned in their worst monthly performance for the year, and the US government narrowly averted a shutdown.[1]   For over a decade since the Great Financial Crisis, an era of near zero-interest rates spawned the mantra […]

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11 October

Thoughts From Our Founder: Our Hearts and Hope are with Israel

By in Culture, Worth sharing

On September 27th, Shari and I began our journey to Israel, anticipating an 11-day reunion with our youngest child, Olivia, who is on a gap year in Jerusalem. We were eager to spend the latter half of the Jewish holidays with Olivia, splitting our time between Tel Aviv and Jerusalem. On the morning of Saturday, […]

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14 September

Cooler Days

By in Market Update

Quick Take: Bond yields soar (prices fall) as investors predict interest rates will stay higher for longer. Stocks took a breather following months of gains. Amid a hot year for stocks, markets cooled in August, with major US equity indices closing lower. Following five consecutive months of gains, the S&P 500 and the tech-heavy Nasdaq lost […]

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16 August

Stocks Lead the Way

By in Market Update

Quick Take: Stocks continue to gain steam as optimism reaches highs relative to bonds. As the scorching heat produced the hottest month on record, the S&P 500 notched a fifth consecutive positive month, up 3.1%.[1][2] Despite talk of 2023 being the “year of the bond,” bulls have so far created a flood of demand for the […]

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What's trending

Record High Stocks Across the Board

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Steady Highs for Spring

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