Investment Thinking

April 2018 Monthly Market Tracker

April 2018 Monthly Market Tracker

Global markets climbed slightly over the last month, owing in part to the subsiding of trade war fears and optimism over first quarter earnings. Learn more in our April Monthly Market Tracker.

Read More
1st Quarter Market Review

1st Quarter 2018 Market Review: Searching for direction

The string of nine straight quarterly gains for the S&P 500 Stock Index was finally broken in the first quarter of 2018, but only modestly. Stocks exploded out of the gate in January, buoyed by the recent passage of the tax reform package by the Republican-led congress. As the quarter wore on, however, investors became […]

Read More
March 2018 Monthly Market Tracker

March 2018 Monthly Market Tracker

Global markets dipped another 2% this month, partly due to concerns about a possible trade war and the President’s recent comments about Amazon. Learn more in our March Monthly Market Tracker.

Read More
February 2018 Monthly Market Tracker

February 2018 Monthly Market Tracker

Global markets were down just over 4% this past month, kicked off by a surge of volatility and coinciding with the S&P 500’s first down-month since October 2016. Read more in our February Monthly Market Tracker.

Read More
January 2018 Monthly Market Tracker

January 2018 Monthly Market Tracker

Global markets climbed over 5% last month despite declines in both the Dow Jones Utility Average Index and the Dow Jones US Real Estate Index and returning volatility near the end of the month. Read more in our January Monthly Market Tracker.

Read More
Q4 Market Review

4th Quarter 2017 Market Review: Stars aligned

It all came together for financial markets in 2017: accelerating earnings growth, marked improvement in sluggish overseas economies, benign interest rates, improving consumer confidence, and a big tax cut for US businesses heading into 2018.

Read More
December 2017 Monthly Market Tracker

December 2017 Monthly Market Tracker

Global stocks were up yet again last month, boosted by the Senate’s passing of the tax reform bill and a new high for crude oil prices in 2017. Read more in our December Monthly Market Tracker.

Read More