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23Apr 2024

Quarterly Market Perspective for 1Q24

Summary The stock rally that began in late October continued through this past March.  The S&P 500 added 10.6% last quarter[1].  Investors tended to favor companies with strong balance sheets…

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25Jan 2024

Quarterly Market Perspective for 4Q23

Summary Higher interest rates continued into late October, but at that point positive inflation news and encouraging statements from Federal Reserve Chairman Jerome Powell led to a massive “Santa Claus…

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23Aug 2023

Trademark Market Perspective for 8/23/2023

Trademark Financial Market Update – August 23, 2023 1) The US dollar continues to rise, suggesting a “risk-off” approach for global markets (and risk assets in general). Beyond that, the…

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