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September– Market Summary

August and September, known for their “seasonally weak” reputation, lived up to their historical trend as the two worst-performing months on average since 1970. Continuing this pattern, both months marked declines for major U.S. equity benchmarks, contributing to their first quarter in the red since Q3 2022. Among these, the Dow Jones Industrials stood out […]

July– Market Summary

To commence the third quarter of 2023, the market witnessed a sustained momentum in economic surprises, reinforcing the notion of a soft landing but leaving room for potential further Fed rate hikes. The narrative of disinflation also gained prominence, with June’s core PCE inflation registering 0.2% MoM and 4.1% YoY, marking the softest reading since […]

May– Market Summary

In recent months, “AI” or Artificial Intelligence has captured significant attention in the business world, dominating headlines throughout May and sparking discussions about its growth potential. May witnessed Growth outperforming Value, with the Russell 1000 Growth Index gaining 4.6%, while the Russell 1000 Value Index lost nearly 4%. The Nasdaq 100 Index, heavily weighted in […]

March– Market Summary

In March, the capital markets experienced heightened volatility due to the Federal Reserve’s ongoing 13-month rate hike cycle, resulting in notable challenges for the banking system. This led to the closure of three regional banks, a forced takeover of Credit Suisse, government deposit backstops, and the establishment of a new special lending facility for banks. […]