Q4 Market Commentary: Candyland
Equity markets delivered positive returns in the final quarter while fixed income returns were flat. Due to an improving labor market and...
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Chris
- Dec 14, 2021
November Market Commentary: Coming to Grips with Persistent Inflation
We discuss market performance and financial news from November, and look forward to the month of December.
Chris
- Nov 18, 2021
October Market Commentary: Heating Up
The S&P 500 Index had its best month of the year in October, rising 7% and bouncing back from September’s 4.7% loss, its worst month...
Chris
- Oct 29, 2021
Q3 Market Commentary: Bond Vigilantes
We discuss market performance and financial news from the third quarter, and look forward to the quarter ahead.
Chris
- Aug 16, 2021
July Market Commentary: Crypto, Corporate Earnings, and COVID
We discuss market performance and financial news from July, and look forward to the month ahead.
Chris
- Jul 30, 2021
Q2 Market Commentary: Taking Stock
We discuss market performance and financial news from the second quarter, and look forward to the quarter ahead.
Chris
- Jun 23, 2021
May Market Commentary: Help Wanted
We discuss market performance and financial news from May, and look forward to the month agead.
Chris
- May 19, 2021
April Market Commentary: Happy Anniversary, Inflation!
All asset classes rose for the month, and most have generated year-to-date returns that would be considered attractive for an entire...
Chris
- Apr 14, 2021
Q1 Market Commentary: Throw the Confetti!
We discuss market performance and financial news from the first quarter, and look forward to the quarter ahead.
Chris
- Mar 11, 2021
February Market Commentary: A New Epoch
As we cross the one-year anniversary of the WHO’s formal declaration of the COVID-19 pandemic, the market’s attention has shifted from...
Chris
- Feb 12, 2021
January Market Commentary: A Frenetic Start
We discuss the news and market performance from January and look to the months ahead.
Chris
- Jan 16, 2021
Q4 Market Commentary: Redefining Normal
We review the key news and performance of markets in Q4 and look ahead to Q1.
Chris
- Dec 16, 2020
November Market Commentary: Policy, Politics, and the Pandemic
A review of the past month's news, including (un)certainty in the markets, politics, the pandemic, and a higher inflation target at the Fed.
Chris
- Oct 20, 2020
Q3 Market Commentary: Feast or Famine
We review the key news and performance of markets in Q3 and look ahead to Q4.
Chris
- Sep 11, 2020
August Market Commentary: Carte Blanche
A review of the past month's news, including the virtual Federal Reserve's Economic Policy Symposium as well as returns and election polls.
Chris
- Jul 10, 2020
Q2 Market Commentary: Three in One
We discuss the performance of 2020 Q2 and look ahead to Q3.
Chris
- Jun 9, 2020
May Market Commentary: The Reopening
We review the rebound in markets since March and discuss the arguments for bulls versus bears.
Chris
- Apr 10, 2020
Q1 Market Commentary: The Coronavirus Crisis
The coronavirus outbreak is a humanitarian crisis first and a financial crisis second. Our thoughts are with those directly affected by...
Chris
- Jan 11, 2020
Q4 Market Commentary: Extraordinary Measures for Ordinary Times
We discuss the performance of Q4 of 2019 and look ahead to Q1.
Chris
- Oct 14, 2019
Q3 Market Commentary: The Gloves Are Off
We discuss the performance of Q3 of 2019 and look ahead to Q4.
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