Market Newsletters

Newsletter January 2023

Overview US and World equity indices were down in December, for the most part. An increasingly loud drumbeat of recession talk spooked investors. The S&P’s 500 slumped 5.76%. The Nasdaq Composite collapsed 8.67%. Internationally, the situation was not as dire. The...

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Newsletter December 2022

Overview US and World equity indices were sharply up again in November on the back of lower-than-expected inflation numbers and signs of an economic slowdown in the US and in the rest of the world. The S&P’s 500 rose 5.59%. All other US equity indices fared...

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Newsletter November 2022

Overview In October, US indices largely recouped their September losses. A mixture of technical and fundamental factors underpinned this directional change. The S&Ps’ 500 rose 8.10%. All other US equity indices fared similarly. Noteworthy though is the relative...

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Newsletter October 2022

    Overview September was a gruesome month for investors. Equity indices dropped on average 10% in the US and globally. Strong unemployment numbers in the US, despite the restrictive monetary policy conducted by the Federal Reserve (Fed), combined with...

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Newsletter September 2022

    Overview Equities markets reversed in August, under pressure from an anticipation of more interest rate tightening in the US and elsewhere. The S&P’s 500 lost 4.08%. The Nasdaq Composite dropped 4.53% while the Russell 2000 (Small Cap Index) managed...

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Newsletter August 2022

July was a decidedly good month in an otherwise dismal year. The S&P’s 500 erased its losses from June with a 9.22% performance. The Nasdaq Composite did even better, clocking a 12.39% jump while the Russell 2000 (Small Cap Index) added 10.44%.

Internationally, performances were generally positive, if more muted, due to a relentlessly rising USD. The EPAC BM Index of developed economies rose 5.23% but emerging markets declined with the MSCI (EM) down .25%.

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Newsletter July 2022

June has been the worst month of 2022 for investors, so far. The S&P’s 500 tumbled 8.25%, while the Nasdaq Composite fell 8.65% and the Russell 2000 (Small Cap Index) sunk 9.98%. Internationally, the situation was not better with the EPAC BM Index of developed economies down 10.02%. Meanwhile,
emerging markets did a bit better again in June with the MSCI (EM) down only 6.64%.

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Newsletter June 2022

April turned out to be one of the worst months for investors in recent memory, if we except March 2020, when the magnitude of the Covid pandemic became clear. The S&P’s 500 went down 8.72%. The Nasdaq sunk 13.24% and the Russell 200 (Small Cap Index) lost 9.91%. The situation did not turn out much better internationally where the EPAC BM Index dropped 7.00%.

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Newsletter May 2022

April turned out to be one of the worst months for investors in recent memory, if we except March 2020, when the magnitude of the Covid pandemic became clear. The S&P’s 500 went down 8.72%. The Nasdaq sunk 13.24% and the Russell 200 (Small Cap Index) lost 9.91%. The situation did not turn out much better internationally where the EPAC BM Index dropped 7.00%.

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Newsletter April 2022

Volatility and divergence were the two themes of the month of March for investors. If US equities managed to progress overall, volatility was high and reversals numerous. Meanwhile, as US equities advanced, fixed-income markets suffered some of the largest losses ever seen in such a short amount of time. The chart below illustrates this dichotomy.

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Newsletter March 2022

The beginning of 2022 is proving to be an anxious one for equity investors in the US and across the globe, for a variety of reasons that I will develop later in this newsletter. In February, the S&Ps’ 500 went down 2.99%. The Nasdaq Composite suffered more, with a loss of 3.35%. The Russell 2000 (small caps) did marginally better, registering a milder .72% loss.

Internationally, developed markets declined, with the S&P Epac BMI down 1.72% and emerging markets dropping more, with the MSCI Emerging Markets down 2.99%.

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Newsletter February 2022

The year started anxiously for most investors. Inflation fears coupled with uncertainty about the pace and depth of the Federal Reserve’s monetary response pushed market volatility significantly up. Equities went down across the globe, with few exceptions other than for equity markets tied to oil. The S&Ps’ 500 went down 5.17%. The Nasdaq Composite suffered more with a loss of 8.96%, after entering correction territory earlier In the month. The Russell 2000 (small caps) registered a 9.63% loss. Internationally, developed markets declined with the S&P Epac BMI down 5.80%.

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About Fleurus Investment Advisory

Fleurus Investment Adivisory, LLC is located in Weston, CT and serves clients locally and across the country for financial planning and investment management. An initial meeting can be held at our office or we can communicate by phone or virtually with a video call. Use the form here to send us a message so that we can see if we are a fit for your needs.

Fleurus Investment Advisory, LLC
Office Visits By Appointment
Weston, CT 06883

(203) 919-4980

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