Investment Commentary Articles

Last Week in Review July 29, 2022

Last Week in Review July 29, 2022

Last Week In ReviewLast week, stocks posted solid gains despite another outsized 75-basis-point rate hike from the Federal Reserve and news that the economy contracted at a 0.9% annual rate in the second quarter. The ā€œbad news is good newsā€ dynamic appeared to have...

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Last Week in Review July 15, 2022

Last Week in Review July 15, 2022

Last Week In ReviewStocks remained volatile last week in light summer trading as investors absorbed inflation data and the first major second-quarter corporate earnings reports. Last Thursday morning, the S&P 500 Index touched its lowest intraday level since June...

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Global Market Commentary June 2022

Global Market Commentary June 2022

Global equities sold off 8.43% in June to bring quarterly and year-to-date returns to negative 15.66% and 20.18%, respectively. It marked the worst first-half start to a year in the history of the MSCI All-Country World Index, and the first time since the 2008...

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Last Week in Review ā€“ July 8, 2022

Last Week in Review ā€“ July 8, 2022

Last Week In ReviewLast weekā€™s stocks erased much of the previous weekā€™s losses on optimism that the Federal Reserve will be able to curb inflation without tipping the economy into a recession. The gains pulled the S&P 500 Index out of ā€œbear marketā€ territory,...

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Last Week in Review – July 1, 2022

Last Week in Review – July 1, 2022

Last Week In ReviewLast week the major indexes surrendered a portion of the previous weekā€™s substantial gains as worries grew that the Federal Reserveā€™s fight against inflation would push the economy into recession. The S&P 500 Index closed out its worst first...

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Last Week in Review June 24, 2022

Last Week in Review June 24, 2022

Last Week In ReviewLast week signs that inflation might be moderating as growth cooled helped stocks rally sharply over the holiday-shortened week, lifting the S&P 500 Index out of bear market territory. Nearly every sector in the index recorded substantial gains....

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Last Week in Review June 17, 2022

Last Week in Review June 17, 2022

Last Week In ReviewThe Federal Reserveā€™s most aggressive rate hike since 1994 raised recession fears and sent stocks sharply lower for a consecutive week. Last week the S&P 500 Index recorded its worst weekly decline since March 2020 and entered a bear market,...

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Last Week in Review June 10, 2022

Last Week in Review June 10, 2022

Last Week In ReviewLast week stocks finished with steep losses despite some early-week strength. The equities market turned south on Thursday afternoon, and the selling accelerated on Friday following the release of hotter-than-expected consumer price index (CPI) data...

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Last Week in Review, June 3, 2022

Last Week in Review, June 3, 2022

Last Week In ReviewLast week stocks surrendered a portion of the previous weekā€™s substantial gains as investors continued to question whether the Federal Reserve will be able to rein in inflation without causing a recession. Industrials shares outperformed, helped by...

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Global Market Commentary – May 2022

Global Market Commentary – May 2022

A turbulent month for markets ended almost where they started, as global equities eked out a 0.12% return in May. The MSCI All-Country World Index is down 12.83%YTD and is off to its worst five-month start since MSCI included its Emerging Markets category in 1998. In...

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Last Week in Review, May 20, 2022

Last Week in Review, May 20, 2022

Last Week In ReviewLast week continued the equity markets weekly losing streak as fears grew that inflation was causing consumers to pull back on discretionary spending, setting the stage for a coming recession. At its low point last Friday, the S&P 500 Index was...

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Last Week in Review, May 13, 2022

Last Week in Review, May 13, 2022

Last Week In ReviewLast week stocks recorded more losses as investors appeared to grow increasingly skeptical that the Federal Reserve will be able to achieve a ā€œsoft landingā€ for the economy by raising rates enough to tame inflation without causing a recession. The...

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