Our market commentary highlights our current views and analysis of global stock, bond, and commodity markets.
Stocks chopped this summer as high hopes for AI product and infrastructure development were offset by rising inflation and an increasingly hawkish Federal Reserve. The large company S&P 500 rose 2.0%, while the small cap Russell 2000 index dropped by 7.5%. As energy, healthcare, and technology stocks led the charge, gaining 15.8%, 6.2%, and 2.7%
Economic/Market Commentary: 6 Charts We’re Watching in Q4 2026 Read More »
Global stocks surged during the second quarter as oversold conditions in March and de-escalation in the Middle East created ripe conditions for a rally. In the United States, the large-cap S&P 500 index climbed by 13%, while the small-cap Russell 2000 index increased by nearly 25% (yCharts). International performance was led by emerging markets, which
Investment/Market Commentary: Tailwinds Return as Energy Prices Ease Read More »
Rising tensions between Iran and the West have been simmering for months, with periodic attacks and harsh rhetoric in 2025 signaling a dangerous drift toward escalation. That slow burn ignited on February 28th with the joint U.S.–Israel strike that killed Iran’s Supreme Leader, sending markets into turmoil. (Al Jazeera). Since then, global markets have dropped
Conflict In The Middle East (Iran) – WELLth’s Analysis & Outlook Read More »
2025 marked another strong year for economic growth and global stocks. In the US, the large cap S&P 500 Index gained 16.39%, with the communications sector (including Meta, Alphabet, and Netflix) leading the charge higher, rising 32.41% (yCharts). International stocks also delivered stellar performances, with the MSCI Europe and Emerging Markets Indexes climbing 31.95% and
2026 Economic/Market Outlook — Key Factors Driving Markets in the New Year Read More »
The second quarter of 2025 kicked off with market turbulence, as the so-called “tariff tantrum” sent the S&P 500 tumbling more than 10% in the first week of April. Although markets rebounded following President Trump’s announcement of tariff relief, the early volatility through April marked one of the worst starts for equities during the “first
Investment Commentary – From Tariff Tantrum to Economic/Market Recovery Read More »