As we start the second half of 2023, the S&P Total Return Index is up 19% and is now just ~5% from making a new all-time high.
Category:
Commentary
Markets in Motion – Glass Half Empty or Glass Half Full?
As we enter the second half of 2023, the S&P Total Return Index is up 16.9% and is now just 5.6% from making a new all-time high. Looking at the chart to the right…
Markets in Motion – The Great Consolidation
Over the past few weeks, equities have largely moved sideways. But it is not just the past few weeks that have been a wash. Zooming out on the S&P 500 shows that it is now trading at roughly the same level as it was in May of 2021 and May of 2022.
April 2023 Market Commentary – From Pain to Gain
Asset prices fluctuated considerably during the beginning of 2023 but ended up posting widespread gains. A decline in U.S. Treasury yields helped boost both fixed income and equity returns, while commodity prices fell.
Financial markets digested multiple crosscurrents during the first quarter, including stress in the global banking system, falling inflationary pressure, and mixed global growth data.
SVB and Signature Bank Collapse: What You Need to Know
The wounds of the 2008 financial crisis cut deep. So unsurprisingly when another US bank fails, everyone sits up and takes notice. This past weekend, Silicon Valley Bank collapsed…
Feb 2023 Market Commentary with Jeff Thompson
Our CEO Jeff Thompson talks about the current market conditions.Recorded February 28, 2023Chief Executive Officer | Portfolio Manager
Markets in Motion: Looking Ahead to 2023
First off … thank you! The year is almost over and we are grateful to all our Advisors, Fiduciaries, Brokers, and Partners who trust us with your business. We love being able to do this every day and look forward to the future.
Post-election recap and market commentary with John Forlines and Nick Lobley
December 2022 post-election conversation with Chief Investment Officer John Forlines III, and Portfolio Manager Nick Lobley.
Trick or Treat? Fed Not Ready to Pivot
In our last Markets in Motion, we discussed that the Fed is unlikely to pivot from their aggressive monetary tightening. Since then, Fed speakers have reiterated that stance. Another theme is that...
Markets in Motion – Not Out of the Woods… Yet
Major stock indices crossed some key technical thresholds, and interest rates and commodities pulled back sharply as economic concerns really start to pile up ahead of a hawkish Federal Reserve....
Markets in Motion – Bear Market Edition
Every month, our investment committee holds a meeting to discuss the most important issues driving the macroeconomy and financial markets. This month’s meeting was especially pertinent as it comes...
Markets in Motion — Inversion! Time to Start the Recession Clock?
The 2-year vs 10-year yield curve has inverted for the first time since 2019. Historically, when this curve inverts there has been a better than two-thirds chance of a recession at some point in the next year and a greater than 98% chance of a recession at some point in the next two years.
