US equities continued their move higher for a second week, resulting in another month of gains for domestic equities. But the real story during April was the strong performance turned in by international markets. While domestic equities as measured by the S&P500 climbed roughly +1% when including dividends in April, the MSCI EAFE more than […]

Following several weeks of wobbly economic data, rising geopolitical worries, and intensifying doubts regarding the ultimate fate of pro-growth fiscal agenda set forth by new President Trump, US equities managed to reverse their recent bleeding last week. The S&P500 mustered a gain of +0.8% despite a back-and-forth wobble experience day to day. But more encouraging […]

Following their all-time high on March 3, US equities continue to drift lower in recent weeks on the perspective that hard economic data is still not yet fully confirming the improvement in soft-data (aka consumer and business sentiment). The S&P500, Dow, and Nasdaq were each more than -1% lower for the Easter holiday-shortened trading week […]

March drew to a close Friday, with the S&P500 notching a respectable gain of +0.8% for the week. With that, the 1Q concludes with a very strong gain of +6.1% when including dividends (total return) despite the month of ending in a relative wash (+0.1%). Putting the first 3 months of 2017 in context, the […]