EQM Capital 1Q 2022 Market Review – Optimists vs. Pessimists
During the first quarter, U.S. stock markets recorded their first quarterly loss in two years and the U.S. bond market suffered its worst quarter in 40 years. The start of the Federal Reserve’s interest rate hiking cycle, persistently high inflation, and the Russian invasion of Ukraine, combined, creating a volatile quarter for both stocks and bonds. The Fed Becomes [...]
EQM Capital LLC 4Q 2021 Market Year in Review – Investors “Ac-cent-tchu-ate” The Positive
U.S. stock markets recorded their third year of consecutive gains in 2021, with the major indexes posting double-digit returns and the S&P 500 Index was up a whopping 28.7% on a total return basis. Investors “ac-cen-tchu-ated” the positives of economic recovery and vaccine rollouts.
EQM Capital LLC 3Q 2021 Market Review – Is a Spooky Season Upon Us?
The month of September traditionally is a “spooky” month for the market. Over the past 25 years, the S&P 500 average monthly return for September is -0.4%. But the September Effect also extends globally, perhaps attributable to a change in investor sentiment as we move from the carefree days of summer into the profit harvesting months of Fall.
EQM Capital LLC 2Q 2021 Market Review – Inflation is Here, Transitory or Not
Fed remains committed to the belief that the situation is temporary and will not persist.
EQM Capital LLC 1Q 2021 Market Review – The Balancing Act Between Optimism and Market Excess
The first quarter of the year had its share of ups and downs, starting the year with violent political division that reached a fever pitch on January 6th and ending on a hopeful note as vaccination progress and more fiscal stimulus.
EQM Capital LLC 4Q 2020 and 2020 Market Review – The ‘Year of Living Dangerously’ and Our Predictions for 2021
If we took a poll, most people would respond that they would not have ever imagined a year like 2020, nor would they want to relive it.