Markets across the board had great returns for the month of March 2016. The S&P 500 was up +5.73%, the Dow +6.28%, and the NASDAQ +6.09. The energy sector was the clear winner for March and pharmaceuticals largely were the worst performers. The 10 year Treasury was flat for the month, up 3bps to yield[…]
The markets continue to be volatile for the year and performance remains negative. The S&P 500 Index is down -5.47% for the two months. At month-end, the 10 Year Treasury was yielding 1.73%. Check out the PDF for the balance of February’s market summary.
Slight gains in the equity markets in April and May gave way to a June retreat leaving year to date gains about where they were at the end of the 1st quarter. Turmoil in the Eurozone led to increased volatility and a decline in the U.S. equity markets of around -2% the last month of[…]
The equity markets clocked in another positive quarter with the 4th quarter gaining +4.93%, ending the year with a total gain of +13.69% as measured by the S&P 500. In spite of the impressive index gain, not all stocks had a good year. When breaking down the return components, it’s easy to see a lot[…]
The markets performed remarkably well the first half of 2014 despite dismal economic activity and continued geopolitical drama around the world. All major equity markets around the globe posted gains except for Japan and Hong Kong. The S&P 500 gained +5.23% in the quarter leaving year to date gains at +7.14%. The market gains were[…]
What a way to start to the year! The major averages broke new ground registering new all-time highs, eclipsing the highs set back in October 2007. The S&P 500 ended the quarter at 1575, surpassing the old high of 1565 set on October 9th, 2007 and prior to that, 1527 set on March 24th, 2000. […]