Market Insights Archives - Holdun
The Wealth Effect

The Wealth Effect

Market Recap Q1 2024   Despite uncertainty surrounding potential Fed rate cuts, economic strength and diminishing recession fears led to the best Q1 U.S. market performance since 2019, with the S&P 500 up 10.6%. The endless rate cuts that everyone assumed...
Expectation Vs Reality

Expectation Vs Reality

What a difference a year makes June 2022 U.S. inflation hits over 9% for the highest inflation reading since 1981. The Federal Reserve started the fastest rate hiking cycle in history with four 75bp rate hikes in a row. The U.S. stock market was entering into a bear...
The Stock Market is Undefeated

The Stock Market is Undefeated

The Stats Speak for Themselves People often ask, ‘What’s next for the stock market?’ and the honest answer is – it’s impossible to know. Research and analytics allow us to create a picture around the most probable scenarios, but the irrational...
Cooling But Still Hot

Cooling But Still Hot

Market Performance ending March 20th, 2023   YTD Overview Equities jumped year to date as last year’s worst performing stocks continue to be the best performers in 2023 Volatility in the bond market following the banking crisis has seen the 2-Year Treasury drop...
Where do we go from here?

Where do we go from here?

Market Overview Week in Review ending March 10th, 2023 Our Four Focal Points There is no denying it, right now, the market noise is deafening. Soft-landing, no-landing, zero-gravity economy, inflation woes, the lag effect of interest rate hikes, monetary tightening,...
What Is Really Causing All This Volatility?

What Is Really Causing All This Volatility?

Feeling like the stock market is choppier than ever? You’re right. The last few years have been relentless – stomach-churning moves have become a constant – each year more volatile than the last. Data from LPL financial shows: 87.3% of all days (to...