Insights

Price Return Last Week S&P 500 +3.7%    S&P Mid Cap     +3.9%      Russell 2000      +5.6%     MSCI EAFE    +3.3%       MSCI EM +2.5%     10 Yr US Treasury Rate – fell from 4.06% to 4.02% Source: Refinitiv Eikon Recent News Jobs Report – Sep: 119k (Reuters Poll est. 50k) Aug: -4k After being delayed over 6 weeks due to the government shutdown, the Labor Department reported that payrolls rose by 119,000 jobs in September.  This was partially offset by a reduction in th

Price Return Last Week S&P 500 +0.1%    S&P Mid Cap     (1.2%)      Russell 2000      (1.8%)     MSCI EAFE    +1.7%       MSCI EM +0.3%     10 Yr US Treasury Rate – rose from 4.10% to 4.15% Source: Refinitiv Eikon Recent News Government Shutdown Ends – After 43 days, President Trump signed a bill to reopen the government.  The spending bill will extend funding for the federal government through January 30 in addition to full-year funding for the Agriculture Department

Price Return Last Week S&P 500 +1.7%    S&P Mid Cap     +2.0%       Russell 2000     +2.4%     MSCI EAFE   +0.7%         MSCI EM  (0.3%)    10 Yr US Treasury Rate – fell from 4.05% to 4.01% Source: Refinitiv Eikon Recent News Banks Stocks Fall – The KBW Regional Banking Index fell 2% during the course of the week as surprise bankruptcies from two auto-related companies caused losses in several banks.  Additional concerns at a private equity firm caused losses at two s

Price Return Last Week S&P 500 (2.4%)    S&P Mid Cap    (3.9%)      Russell 2000    (3.3%)    MSCI EAFE  (1.9%)        MSCI EM  (0.6%)    10 Yr US Treasury Rate – fell from 4.12% to 4.05% Source: Refinitiv Eikon Recent News China Implements Rare-Earth Trade Limits – China’s Commerce Ministry announced on Thursday a new policy requiring all foreign suppliers to obtain government approval before exporting products with rare-earth minerals.  Additional restrictions will

Much has been written about the outperformance of technology stocks in the past several years, with those companies related to artificial...

Price Return Last Week S&P 500 +1.1%    S&P Mid Cap   +0.7%   Russell 2000   +1.7%   MSCI EAFE +2.5%     MSCI EM +3.6% 10 Yr US...

Price Return Last Week S&P 500 (0.3%)    S&P Mid Cap   (0.5%)     Russell 2000   (0.6%)      MSCI EAFE (0.4%)     MSCI EM (1.1%)...

Price Return Last Week S&P 500 +1.2%    S&P Mid Cap   +0.1%     Russell 2000   +2.2%      MSCI EAFE (0.2%)     MSCI EM +1.2%   ...

Price Return Last Week S&P 500 +1.6%    S&P Mid Cap   (0.4%)     Russell 2000   +0.3%      MSCI EAFE +1.2%     MSCI EM +4.0%   ...

Price Return Last Week S&P 500 +0.4%    S&P Mid Cap   +1.3%     Russell 2000   +1.1%      MSCI EAFE +0.3%     MSCI EM +1.4%    10...

Price Return Last Week S&P 500 +2.4%    S&P Mid Cap   +0.6%     Russell 2000   +2.4%      MSCI EAFE +2.9%     MSCI EM +2.3%    10...

Price Return Last Week S&P 500 (2.3%)       S&P Mid Cap   (3.5%)     Russell 2000   (4.2%)   MSCI EAFE (3.1%)     MSCI EM (2.5%)  ...

Price Return Last Week S&P 500 +1.5%        S&P Mid Cap   +1.5%   Russell 2000  +1.0% MSCI EAFE +1.9%   MSCI EM +0.7% 10 Yr US...

Price Return Last Week S&P 500 +0.6%        S&P Mid Cap   0.0% Russell 2000  +1.7% MSCI EAFE (0.3%) MSCI EM +1.7% 10 Yr US Treasury...

The second quarter of 2025 has just ended.  It was marked by stock market volatility, war, political division, a weak dollar, tariffs,...

Price Return Last Week S&P 500 +3.5% S&P Mid Cap   +2.6% Russell 2000   +3.0% MSCI EAFE +3.1% MSCI EM +3.4% 10 Yr US Treasury Rate...

Price Return Last Week S&P 500 (0.4%) S&P Mid Cap   ( 1.5%) Russell 2000   (1.5%) MSCI EAFE (0.2%) MSCI EM +0.8% 10 Yr US Treasury...

Price Return Last Week S&P 500 +1.5% S&P Mid Cap   +1.7% Russell 2000  +3.2% MSCI EAFE +0.7% MSCI EM +2.3% 10 Yr US Treasury Rate –...

Price Return Last Week S&P 500 +1.9% S&P Mid Cap   +0.8% Russell 2000  +1.3% MSCI EAFE +0.9% MSCI EM (1.1%) 10 Yr US Treasury Rate...

Price Return Last Week S&P 500 +5.3% S&P Mid Cap +4.8% Russell 2000 +4.5% MSCI EAFE +1.0% MSCI EM +3.1% 10 Yr US Treasury Rate – rose...