Quick Take: U.S. stocks and bonds extended their winning streak in October on the back of solid corporate earnings and the second Fed rate cut of the year.[1]   Stocks powered ahead in October, notching six months in a row of gains — its best run since August 2021. The S&P 500 index has set […]

Quick Take: The Federal Reserve delivered the first interest rate cut of the year, boosting equity and bond markets again in September.[1]   A new month, a fresh milestone in September. Stocks climbed to record highs yet again as investors cheered the prospects of additional interest rate cuts. The rally extended across asset classes and […]

Quick Take: Stocks pressed to new highs as tech shares gained ground.Bond yields moved lower (prices higher) as odds increased that the Federal Reserve would cut interest rates in September. [1],[2] August didn’t just push stocks to fresh records – it added to the texture of the rally. Although tech stocks continued to set the […]

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 […]

Quick Take: Stocks fell in February as trade uncertainty and economic concerns dominated market sentiment.[1] Bonds benefited from flows seeking safer havens as investors reduced risk. [2]   Stocks ended February in the red after another volatile month was characterized by policy uncertainty.[3] Investors have been struggling to guess whether the U.S. would follow through […]

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 […]