Insights

Price Return Last Week S&P 500 0.6% S&P Mid Cap 2.8% Russell 2000 3.9% MSCI EAFE 1.0% MSCI EM (2.0%) 10 Yr US Treasury Rate – fell from 4.54% to 4.49% Source: Refinitiv Eikon Recent News US-Iran Deal – Reports indicate that the U.S. and Iran have agreed to an interim peace agreement that is expected to be signed by both nations on Friday. Details on what is included are sparse but expected to be released during the week. President Trump stated that the U.S. would

Price Return Last Week S&P 500 +1.5% S&P Mid Cap +1.4% Russell 2000 +1.8% MSCI EAFE +0.2% MSCI EM +0.2% 10 Yr US Treasury Rate – fell from 4.57% to 4.45% Source: Refinitiv Eikon Recent News Iran Deal Status – Oil prices surged in early trading on Monday after reports stated that Iran ceased negotiations with the United States. This comes after the U.S. and Iran traded strikes against each other over the weekend. Concerns over mines laid by Iran in the Strait of H

Price Return Last Week S&P 500 +0.9% S&P Mid Cap 0.0% Russell 2000 +0.9% MSCI EAFE +0.9% MSCI EM (0.5%) 10 Yr US Treasury Rate – rose from 4.31% to 4.38% Source: Refinitiv Eikon Recent News U.A.E. Leaves OPEC – The United Arab Emirates stated that they plan to leave OPEC on May 1 and begin increasing their oil production thereafter. In recent years, the U.A.E. has asked for greater flexibility from OPEC to produce more oil. With the rise of shale oil coming from

Price Return Last Week S&P 500 (1.9%) S&P Mid Cap (1.3%) Russell 2000 (1.7%) MSCI EAFE (2.1%) MSCI EM (0.4%) 10 Yr US Treasury Rate – rose from 4.29% to 4.39% Source: Refinitiv Eikon Recent News Fed Meeting – Federal Reserve officials voted 11-1 to keep interest rates in a range between 3.50%-3.75%. Recent Trump appointee Stephen Miran was the lone dissenting vote, continuing to vote in favor of an interest rate cut. The yield on a 2

Price Return Last Week S&P 500 +1.6% S&P Mid Cap +3.3% Russell 2000 +4.6% MSCI EAFE +1.4% MSCI EM +1.6% 10 Yr US Treasury Rate – fell from 4.19% to 4.17% Source: Refinitiv Eikon Recent News Justice Department Investigates Fed – The Federal Reserve received grand jury subpoenas from the Justice Department on Friday that could lead to a criminal indictment. Fed Chair Jerome Powell responded with a video on Sunday calling the investigati

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 +0.7% S&P Mid Cap (1.6%) Russell 2000 (1.4%) MSCI EAFE (0.5%) MSCI EM +0.9% 10 Yr US Treasury Rate – rose from 4.01% to 4.10% Source: Refinitiv Eikon Recent News Fed Meeting – As widely anticipated, the Federal Reserve lowered interest rates by a quarter of a percentage point on Wednesday. Ten of the twelve voters voted for the measure with a dissent from newly appointed Governor Stephen Miran and Kans

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 +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 +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 (1.5%) S&P Mid Cap +0.8% Russell 2000 +1.1% MSCI EAFE +4.1% MSCI EM +2.1% 10 Yr US Treasury Rate...

Price Return Last Week S&P 500 (1.7%) S&P Mid Cap (3.0%) Russell 2000 (3.7%) MSCI EAFE (0.2%) MSCI EM +2.0% 10 Yr US Treasury...

Price Return Last Week S&P 500 (1.0%) S&P Mid Cap (1.1%) Russell 2000 (0.9%) MSCI EAFE +0.8% MSCI EM +0.3% 10 Yr US Treasury...

Price Return Last Week S&P 500 +0.7% S&P Mid Cap +0.5% Russell 2000 +0.1% MSCI EAFE +1.8% MSCI EM +1.0% 10 Yr US Treasury Rate –...

S&P 500 up 20%, but inflation risks remain. Focus on high-quality stocks and short-duration bonds to hedge against economic uncertainties.

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2023 saw a remarkable recovery with S&P 500 up 26.3%! Optimistic about 2024, expecting solid gains in equities and bonds.