Category: Market Update
6 posts categorized as "Market Update"
The State of the Economy, the State of the Markets
October 27, 2022
October 2022 By Arthur Swalley, CIMA® Partner Few times in recent history have presented such a dramatic difference between the real economy and the behavior of markets. Let’s examine the data to figure out if the widely predicted (and in some quarters, declared) recession is actually here.September economic reports show that on the job front,…
Bear Market Update
July 8, 2022
June 2022 By Arthur Swalley, CIMA® Partner In April, we wrote about Short-Term Volatility vs. Long-Term Opportunity. Since that writing, we have certainly experienced the short-term volatility, with the S&P 500 index entering a bear market – down over -20% from its peak. What investors think of as safe havens were not, with the Barclay’s…
From the Investment Desk “It’s difficult to predict, especially the future.”
August 18, 2020
Second Quarter 2020 This comedically profound and famous quote has been attributed to physicist Niels Bohr, movie mogul Samuel L. Goldwyn, and the usual pithy quote suspects Yogi Berra and Mark Twain. No matter who coined it (most likely a Danish proverb used by Bohr), investors are certainly experiencing its truth in real time as…
The Coronavirus and Market Declines
March 3, 2020
The uncertainty surrounding the spread of the coronavirus is unsettling on a human level as well as from the perspective of how markets respond. Amid the anxiety, decades of financial science and long-term investing principles offer guidance. The world is watching with concern the spread of the new coronavirus. The uncertainty is being felt around…
Range Bound Markets
November 12, 2019
Third Quarter 2019 — Arthur Swalley, CIMA The increase in volatility in both stocks and bonds which began in 2018 continued in the third quarter of 2019. Long term interest rates around the world continued their dramatic fall. Stock markets remained range bound with rapid short-term swings fueled by quick reactions to rumors about trade…
From the Investment Desk
July 29, 2019
The past twelve months have seen a marked increase in volatility, with Fed actions, recession fears, and tariffs sending markets from record highs to a bear market (20% decline) from September to December 2018. 2019 began with a massive rally which approached recent highs, followed by quick bouts of selling which neared 10% correction levels….