Insights
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The second quarter delivered a dramatic reversal from the war fears that gripped markets in Q1. The S&P 500 rallied nearly 15% during the quarter, its largest quarterly rally since the 2020 post-pandemic rebound, as the war premium unwound. The June Memorandum of Understanding between the US and Iran partially reopened the Strait of Hormuz,…
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US stocks just completed their worst quarter in four years. Outlooks were rosy to start the year, with growth accelerating, the Federal Reserve poised to reduce rates, and markets shaking off tariff uncertainty. Seemingly out of nowhere came the war with Iran, which caused oil prices to rise 63% and a corresponding drop in most…
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Markets finished the 4th quarter up another 2.5% and the S&P 500 finished the year with a gain of nearly 18%. Although we faced a historic decline following the introduction of tariffs, markets quickly rebounded in April and never looked back. The technology trade and AI buildout continued to dominate returns and stocks feel like…
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Despite a wall of worry, stocks continued their upward climb in the 3rd quarter and the S&P 500 has returned over 14% for the year despite being down by 15% in early April. This recovery has been one of the strongest and fastest on record. As a result, many investors are now worrying if this…
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The stock market entered the second quarter down about 8% from all-time highs and then on April 2nd (Liberation Day), the Trump Administration announced an unprecedented level of tariffs on countries around the world, triggering a sharp market selloff. Please click here to continue reading our second quarter newsletter.
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Click here to read more about important July deadlines and the recent tax policy updates.
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Markets faced significant headwinds in the first quarter as the S&P 500 fell 10% from its February high and ended the quarter down 4.6%. Tariff fears and the unwinding of the Tech AI trade were the two primary catalysts for the volatility. Markets hate uncertainty and as Mr. Barkin states above, we are looking into…
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Click here to read more about important February deadlines and our monthly tax newsletter.
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Markets finished the 4th quarter with more upside and the S&P 500 gained 25% on the year. Along the way, there were 57 record closes as inflation continued its descent, the Fed started lowering rates, and AI lifted the big tech stocks to lofty levels. These are the best performing back-to-back years for the stock…