Monthly Market Review & Outlook

Monthly Commentary - June '22 -Darren Leavitt, CFA It was just an ugly month of June for investors and for that matter the 1st half of 2022.  All asset classes seemed to fall except for the US dollar.  The month started with a “peak inflation” narrative that was...

Monthly Market Commentary – April ’22 -Darren Leavitt, CFA Global financial markets had a rough month in April. Inflation continued to be top of mind for investors as data continued to show historic increases in prices. The Federal Reserve still appears to be behind...

Monthly Market Commentary - March '22 -Darren Leavitt, CFA In March, global financial markets continued to be volatile, focused on the Russian/Ukraine war and inflation rates not seen in decades.  Countries worldwide condemned Russia’s invasion of Ukraine and started...

Monthly Market Recap for January 2022 -Darren Leavitt, CFA It was not a pleasant start to 2022 for investors as global financial markets took a few steps back. Increasing inflation concerns and the prospect for higher interest rates dampened sentiment. The Omicron...

-Darren Leavitt, CFA US financial markets rallied in December in volatile trade. It seemed markets would take two steps forward in one week only to give up a step in the following week. The emergence of the Omicron variant rattled markets initially, but investors were...

-Darren Leavitt, CFA September proved again to be a difficult month for financial assets.  A narrative that the growth of global economies has peaked was evident during the month.  Market sentiment was further dampened by fears that inflation has become persistent...

-Darren Leavitt, CFA Global markets rallied in August as economic data revealed strength across the globe.  However, delta variant infection rates soared during the month, especially in unvaccinated populations, which dampened sentiment and global growth...

Monthly Market Review for July 2021 -Darren Leavitt, CFA US equity markets forged new all-time highs in July despite fears of a slowdown in global economic growth due to the delta variant of Covid.  A bipartisan infrastructure bill made its way through the House and...

Monthly Market Recap - June 2021 -Darren Leavitt, CFA US financial markets were able to rally to new records in June despite a more hawkish Federal Reserve and rhetoric that suggested the US economy had seen peak growth and peak inflation expectations.   A flattening...

-Darren Leavitt, CFA Financial Markets ended the month of May with mixed results.  A prominent rotational trade was again present throughout the month.  Inflation was top of mind and debated by investors as some economic data fueled concerns of a systemic increase in...