June 2021 Market Review and Outlook

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...

May 2021 Market Review and Outlook

-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...

March 2021 Market Review and Outlook

-Darren Leavitt, CFA A prominent rotational trade out of mega-cap growth stocks into value-oriented cyclical issues extended US equity indices gains in March.  Covid-19 inoculations continued to ramp up in the US as broader segments of the population became eligible...

January 2021 Market Review and Outlook

-Darren Leavitt, CFA Financial markets started 2021 in strong form but lost some ground in the final week of trade.  Covid-19 vaccines continued to be developed, and inoculations continued to be administered to front line workers and the elderly.  A light at the end...

December 2020 Market Review and Outlook

-Darren Leavitt, CFA Financial markets rallied in December on the prospects and ultimate agreement of another tranche of Coronavirus stimulus.  Covid-19 vaccine emergency use approvals from the FDA aided market sentiment even as daily infection rates,...

November 2020 Market Review and Outlook

-Darren Leavitt, CFA Global markets rallied in November. A historic US election played out as one of Wall Street’s best-case scenarios.  Three effective Covid-19 vaccines were announced over the month, which further stocked investor enthusiasm. Third-quarter earnings...
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