Investment Thinking

Third Quarter 2019 Market Review: Equities Grind Higher Amid Signs of Slowdown

As we enter the fourth quarter, investors are struggling with three dominant themes: 1) the ongoing impacts of the trade disputes between the US, China, and our other major trading partners; 2) growing evidence of a decline in manufacturing activity and the probability of a resulting recession; and 3) the effectiveness of global central banks’ ability to provide economic stimulus to offset the effects of the first two.

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Q2 2019 Market Review

2nd Quarter 2019 Market Review: US Stocks Post Best First Half Since 1997

Despite some serious backtracking in May (when it dropped more than 6%), the widely followed S&P 500 Stock Index jumped 18.5% in the first half of 2019, its best start to the year since 1997. Coming on the heels of a nearly 20% peak-to-trough decline in the latter part of 2018, a recovery was to be expected at some point. But the speed and trajectory of the rebound surprised even the most bullish investors, considering that very little had changed in the underlying economic fundamentals.

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April 2019 Monthly Market Tracker

April 2019 Monthly Market Tracker

Global stocks climbed over 3% last month, due in part to record closing highs for the S&P 500 and Nasdaq 100 on April 23 and solid GDP growth in the first quarter. Find out what else moved the markets in our April Monthly Market Tracker.

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March 2019 Monthly Market Tracker

March 2019 Monthly Market Tracker

Global stocks climbed slightly over the last month, gaining just north of 1%. Find out how crude oil, the March FOMC meeting, and moved the markets in our March Monthly Market Tracker.

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February 2019 Monthly Market Tracker

February 2019 Monthly Market Tracker

Global stocks climbed nearly 3% in February, continuing January’s momentum. Specifically, the S&P 500 has seen its strongest start to a year since 1987, gaining over 11% in two months. Learn more about what moved the markets in our February Monthly Market Tracker.     While taken from sources deemed to be accurate, Ballentine Partners makes no […]

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January 2019 Monthly Market Tracker

January 2019 Monthly Market Tracker

Markets rebounded just under 8% over in January, owing in part to strong reports from US banks and tech firms, the re-opening of the government near the end of the month, and a dovish January FOMC statement.

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Q4 2018 Market Review

4th Quarter 2018 Market Review: Nowhere to Hide

Market Recap All the positive momentum from the historic tax reform package, robust economic growth, and buoyant stock prices came crashing to an end in the fourth quarter of 2018. From its high on September 20, the S&P 500 Stock Index collapsed nearly 20% by mid-December, before staging a modest recovery in the year’s final […]

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December 2018 Monthly Market Tracker

December 2018 Monthly Market Tracker

Global stocks dropped approximately 7% in December, marking it the worst December for US stocks since the Great Depression. Waves of selling also hit US markets on Christmas Eve, resulting in the worst pre-Christmas trading session in history.

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