Market Newsletters
Newsletter July 2024
Overview In June, the S&P’s 500 rose 3.59% while the Nasdaq Composite jumped 6.03%. The Russell 2000 (Small Cap Stocks) declined .66%. In international markets, the EPAC BM Index of developed economies (ex-US) dropped 1.58%. The MSCI EM (emerging markets)...
Newsletter June 2024
Overview In May, equity and bond markets bounced back from their dismal April performances in the US and globally. The S&P’s 500 rose 4.96% while the Nasdaq Composite jumped 6.98%. The Russell 2000 (Small Cap Stocks) increased 5.02%. In international...
Newsletter May 2024
Overview This past month, a surprisingly robust US economy coupled to stronger than expected inflation data combined to spook markets. In April, the S&P’s 500 declined 4.08% while the Nasdaq Composite lost 4.38%. The Russell 2000 (Small Cap Stocks) suffered...
Newsletter April 2024
Overview March was another good month for equities worldwide and US equities, in particular. In March, the S&P’s 500 rose 3.22% while the Nasdaq Composite was up 1.85%. The Russell 2000 (Small Cap Stocks) increased 3.58%. In international markets, the EPAC...
Newsletter March 2024
Overview US equities and, to a lesser extent, international equity markets delivered another spectacular performance this past month. In February, the S&P’s 500 rose 5.34% while the Nasdaq Composite was up 6.22%. The Russell 2000 (Small Cap Stocks)...
Newsletter February 2024
Overview In January, the continued strength of the US economy contributed to a mixed US equity market performance and to a mild deterioration in the bond market. Meanwhile, the sharp upward move of the USD, caused by rising bond yields, led to a generally...
Newsletter January 2024
Overview Equities and bonds continued to rally in December, gaining further momentum after the FED’s “pivot” of early November. The S&P’s 500 rose 4.54%. The Nasdaq Composite was up 5.58% and the Russell 2000 (Small Cap Stocks.) blasted 12.22% up. In...
Newsletter December 2023
Overview What a blast November was! A perceived monetary policy “pivot” from the Federal Reserve (FED) triggered a bond rally. This in turn pushed equities up sharply, on a worldwide basis. The S&P’s 500 gained 9.13% in November. The Nasdaq Composite rose...
Newsletter November 2023
Overview October was the third consecutive month of losses across equity and bond markets. The pain has been acute, even if, as of this writing, both markets appear to have bounced off their lows. The S&P’s 500 lost 2.10% in October. The Nasdaq Composite...
Newsletter October 2023
Overview Statistically speaking, September tends to be a negative month for equity investors. The 2023 vintage fitted the pattern. The S&P’s 500 lost 4.77%. The Nasdaq Composite declined 5.77%. Finally, the Russell 2000 (Small Cap Stocks.) dropped 5.01%. In...
Newsletter September 2023
Overview August was unequivocally unpleasant, performance-wise, for most investors. All major asset classes experienced declines, some of them particularly sharp ones. The S&P’s 500 dropped 1.59%. The Nasdaq Composite declined 2.05%. Finally, the Russell...
Newsletter August 2023
Overview Better than expected news on inflation and growth, released during the second part of July, contributed to particularly tonic equity performances worldwide this past month. In July, the S&P’s 500 rose 3.21%. The Nasdaq Composite added 4.08%....
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