February Market Recap: Inflation, Tariffs, and the Return of Geopolitical Risk
Following a strong start to the year in January, markets encountered a bit more volatility in February. The S&P 500 declined approximately -0.76% (returns per Bloomberg), while fixed income provided ballast with the Bloomberg U.S. Aggregate Index finishing the month up 1.64% (returns per Bloomberg)....
By Justin Lowry
Strong Start but Uncertainty Looms
January delivered a solid start to the year for financial markets. Equities posted gains, economic data remained resilient, and enthusiasm around artificial intelligence continued to support key growth sectors. At the same time, outlook for leadership at the Federal Reserve, renewed geopolitical ten...
By Justin Lowry
December Market Recap: Flat Returns, Strong Year, and Why Scenario Planning Matters
December was a fitting finish to a year that tested investor patience, challenged assumptions, and ultimately rewarded discipline. While the final month of 2025 delivered muted returns, the broader year reinforced an important theme: macro outcomes like inflation, growth, and Fed policy are driving ...
By Justin Lowry
Navigating Steady Gains, Shifting Signals, and the Early Stages of AI Growth
After what we believe to be an uncharacteristically strong September, markets entered October with potentially renewed momentum and a sense of cautious optimism. Both equities and bonds delivered modest but meaningful gains as investors recalibrated expectations around inflation, monetary policy, an...
By Artha
Free Falling: The Market Correction Roadmap
The recent market volatility has seemed so fierce that it feels like it’s been going on for far longer than it has. In fact, it’s only been a little over a month since the S&P 500 first closed in correction territory (Source: Based on S&P 500 prices per Bloomberg. Correction measured as the recent S...
By Justin Lowry
Bitcoin’s Road to 100k
Bitcoin advocates rejoiced on Thursday (12/05/24) as Bitcoin crossed the $100,000 mark for the first time. It has since teetered above and below the milestone, but the milestone was finally achieved after Bitcoin enthusiasts had been touting this mark for years. However, as those who track the asset...
By Justin Lowry