Large Cap Stocks rebounded from the previous quarter’s decline to finish the year in strong fashion. Technology stocks were the strongest contributors for the full year, the Q4 rally was more broad-based and inclusive of other sectors and smaller stocks. Long-term interest rates reached a peak in October, before reversing…
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2023 Quarter 3 Review
by Kathy Duffy, on 10.22.2023Stocks slumped in the 3rd Quarter as rising interest rates renewed recession concerns. The S&P 500 Index declined 3.3% for the three-month period but remains up for the year to date. Remarks from the Federal Reserve about keeping monetary policy tighter for a longer period sparked a sharp rise in…
2023 Quarter 2 Review
by Kathy Duffy, on 07.19.2023Stocks posted gains through the 2nd Quarter of 2023 but there was a clear distinction in performance between large-cap technology stocks—which are benefitting from investor interest in anything related to artificial intelligence (AI)—and the rest of the market. As a case in point, the biggest companies in the S&P 500—Apple,…
2023 Quarter 1 Review
by Kathy Duffy, on 04.20.2023Stocks started 2023 on a positive note as the S&P 500 Index climbed 7.5% in the 1st Quarter, but the path to these gains wasn’t easy. After market momentum in January, investors turned fearful in February over rising inflation and higher rate hikes from the Federal Reserve. March brought more…
2022 Quarter 4 Review
by Kathy Duffy, on 01.13.2023The S&P 500 Index ended 2022 with a positive quarter as it rose 7.5%, but it wasn’t enough to turn around a terrible year for equities. Investors saw signs of optimism in easing inflation figures, raising the possibility of a slower pace of future rate hikes from the Federal Reserve.…