Q1 2024 Market Review – Market Overview Markets In Q1, U.S. stocks gained 10%+, international developed markets ~6%, and Emerging markets lagged. Broad fixed-income investments were flat to slightly negative for the quarter. Inflation Inflation continued to trend downwards yet remains higher than the Fed’s 2% target. Expectations indicate inflation will likely cool in…
Q4 2023 Market Review If you prefer to listen, you can click below and follow along with our audio recording of this review. Highlights After the pullback in the third quarter, equity and fixed-income markets performed strongly during the fourth quarter. The gains during the quarter pushed all major asset classes to positive returns for…
Highlights After three straight quarters of positive returns in equity markets, stocks pulled back during the third quarter of 2023. While gaining meaningfully over the prior year, US, international developed, and emerging markets were all down roughly 3-4% for the quarter. The recent market performance continues to be heavily influenced by interest rates and the…
Highlights After a choppy start to the second quarter, stocks gained meaningfully in June. This marks the third straight quarter of positive returns for stocks, both in the US and internationally. Reversing the trend from last quarter, the US stock market led, followed by developed international, with emerging markets trailing. While fixed-income markets pulled back…
Highlights Despite a large amount of negative news in the headlines during the quarter, including turmoil in the banking sector highlighted by the failure of Silicon Valley Bank and the collapse of Credit Suisse, 2023 started strongly across major asset classes. Stocks and bonds, both domestically and abroad, extended their rebound from last year’s third-quarter…
Rate hikes are rarely good news, but this one just might be At its recent January meeting, the Federal Reserve raised interest rates by a quarter point. This was the Fed’s eighth rate hike in a row, but it’s smallest since last March. Chairman Powell declared, “the disinflationary process has started.” The drop in inflation…
At CWP, we’re proponents of exercising our brains and bodies, which is why we’re introducing our walk and learn series. We encourage you to put in your headphones and enjoy a walk while you listen to our 9-minute summary of what happened in the markets during the last quarter of 2022 and what it might…