by Jeff de Valdivia | Sep 4, 2024 | 2024
Overview In the early days of August, a softening US unemployment picture and the quasi-simultaneous unraveling of carry trades out of Japan caused equity markets to lose about 6% in the US before regaining their footing to finish the month in positive...
by Jeff de Valdivia | Aug 4, 2024 | 2024
Overview In July, we entered a particularly volatile part of the year for equity investors. The S&P 500 managed to rise 1.22% while the Nasdaq Composite dropped .73% and the Russell 2000 (Small Cap Stocks) moved up a whopping 10.16%. In international...
by Jeff de Valdivia | Jul 2, 2024 | 2024
Overview In June, the S&P’s 500 rose 3.59% while the Nasdaq Composite jumped 6.03%. The Russell 2000 (Small Cap Stocks) declined .66%. In international markets, the EPAC BM Index of developed economies (ex-US) dropped 1.58%. The MSCI EM (emerging markets)...
by Jeff de Valdivia | Jun 5, 2024 | 2024
Overview In May, equity and bond markets bounced back from their dismal April performances in the US and globally. The S&P’s 500 rose 4.96% while the Nasdaq Composite jumped 6.98%. The Russell 2000 (Small Cap Stocks) increased 5.02%. In international...
by Jeff de Valdivia | May 4, 2024 | 2024
Overview This past month, a surprisingly robust US economy coupled to stronger than expected inflation data combined to spook markets. In April, the S&P’s 500 declined 4.08% while the Nasdaq Composite lost 4.38%. The Russell 2000 (Small Cap Stocks) suffered...
by Jeff de Valdivia | Apr 2, 2024 | 2024
Overview March was another good month for equities worldwide and US equities, in particular. In March, the S&P’s 500 rose 3.22% while the Nasdaq Composite was up 1.85%. The Russell 2000 (Small Cap Stocks) increased 3.58%. In international markets, the EPAC...
by Jeff de Valdivia | Mar 5, 2024 | 2024
Overview US equities and, to a lesser extent, international equity markets delivered another spectacular performance this past month. In February, the S&P’s 500 rose 5.34% while the Nasdaq Composite was up 6.22%. The Russell 2000 (Small Cap Stocks)...
by Jeff de Valdivia | Feb 4, 2024 | 2024
Overview In January, the continued strength of the US economy contributed to a mixed US equity market performance and to a mild deterioration in the bond market. Meanwhile, the sharp upward move of the USD, caused by rising bond yields, led to a generally...
by Jeff de Valdivia | Jan 2, 2024 | 2024
Overview Equities and bonds continued to rally in December, gaining further momentum after the FED’s “pivot” of early November. The S&P’s 500 rose 4.54%. The Nasdaq Composite was up 5.58% and the Russell 2000 (Small Cap Stocks.) blasted 12.22% up. In...
