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Trademark Market Perspective for 2Q20

Summary Stock prices rebounded sharply last quarter as investors began to anticipate an economic recovery.  Whether the recovery actually comes to pass as soon as the market hopes is another thing entirely, but it is important to remember that the…

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Trademark Quarterly Perspective for 3Q19

SUMMARY  The third quarter of 2019 paled in comparison to the previous two quarters as global weakness and trade fatigue combined to depress returns.  Even a widely expected September rate cut could barely elicit a “ho-hum” from investors.  While corporate…

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2Q19 Quarterly Perspective

SUMMARY  The second quarter of 2019 is in the books, as they say, and it was another good one for both stocks and bonds.  US equities once again outperformed both non-US developed and emerging markets equities. The key to market…

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Quarterly Perspective for Q1 2019

Summary Stocks rebounded sharply in the first quarter as investors reacted favorably to the Federal Reserve’s change of heart on interest rates.  When Fed chairman Jerome Powell said back in early January that the rate hiking cycle was over and…

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Market Perspective for March 3rd, 2017

So far this has been a great year for investors.  The US stock market was up 5.6% year-to-date through February and overseas markets are up 4.1%.[1]  Bonds, as measured by the Barclay’s Aggregate Bond Index, are only up about three-quarters…

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