The election drove many asset classes higher after the October pullback, though international equities were down.
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US equities gave it up the last days of October while Int’l equities and bonds drifted down all month. How about them rates!
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After a weak start, September returns picked up mid-month and finished strong. Welcome October!
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August started out in “risk-off” mode but quickly reversed. Hello September!
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Small caps had a strong month after another tame inflation report.
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US Large Cap equities have performed extremely well lately. Can that continue?
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Equity markets were mixed in June, but US Large Caps and Emerging Markets were solid.
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Equity markets rebounded strongly in May
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April showers hit the US equity and bond markets.
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Another strong month in March but first few days of April are soggy.
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Markets roll on despite a less accommodative Fed – for now.
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Inflation has been heading lower, but the Fed needs to see more. The bond and equity markets are watching closely.
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