
Market Update | Q3 2025 Recapped
Despite early concerns, markets powered higher as expectations of Fed rate cuts, resilient corporate earnings, and sustained AI-driven optimism outweighed worries about inflation and slowing growth. The Fed’s September rate cut—its first since 2024—helped fuel broad gains across equities and fixed income, with technology and communication sectors leading the rally. Gold surged to record highs amid a softer dollar, while global markets followed the U.S. higher.

Market Update | Q2 2025 Recapped
Tariffs, currency moves, and new trade agreements drove sharp volatility early in the quarter—followed by a strong market rebound.

Market Update | Q1 2025 Recapped
The most recent developments in global trade have the potential to profoundly transform the world.

Market Update | Q4 2024 Recapped
A strong labor market, high fiscal and CAPEX spending (capital expenditures), and cooling inflation helped equities.

Market Update | Q3 2024 Recapped
Financial markets had another solid quarter, with a mix of optimism and caution about the economy.

Market Update | Q2 2024 Recapped
It is also an election year in the U.S., and the winners will have some hard decisions to make.

Market Update | Q4 2023 Recapped
The economy exhibited resilience throughout 2023, swaying, but ultimately remaining intact.

Market Update | Targeting Opportunities – Q3 2023 Recapped
“Investors enter the fourth quarter with growing confidence that a recession in the current year is improbable, mainly due to the sustained strength of the job market and consumer spending…”
