Quarterly Perspective for 2Q24
Summary The S&P 500 gained 4.3% last quarter, and 15.3% in the first half of the year[1]. That is the good news. The bad news was that...
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Insights
Mark Carlton
Apr 20, 202211 min read
Quarterly Market Perspective for 1Q22
Summary Sometimes a quarter passes and nothing much happens. Other times, so much happens in a quarter that it seems like a full year. ...
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Mark Carlton
Jan 25, 20228 min read
Quarterly Market Perspective for 4Q21
Summary The stock market shrugged off several attempts at a broad sell-off last quarter to eventually end up about 11% higher. Both...
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Mark Carlton
Oct 28, 20219 min read
Quarterly Market Perspective for 3Q21
Summary While it is technically true that the S&P 500 stock index added 0.58% in the third quarter, it really didn’t feel that way. ...
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Mark Carlton
Jul 23, 20219 min read
Quarterly Market Perspective for 2Q21
Summary Stocks maintained their strong advance in 2021 by adding another 8.55% last quarter. Technology, Energy, and Real Estate led...
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Mark Carlton
Apr 26, 20218 min read
Quarterly Market Perspective for 1Q21
Summary The stock market’s recovery continued in the first quarter of 2021 as all major categories of stocks made new highs. For the...
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Mark Carlton
Jan 22, 20219 min read
Quarterly Market Perspective for 4Q20
Summary The stock market’s recovery from the COVID-influenced market sell-off in March accelerated last quarter as multiple...
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Mark Carlton
Oct 26, 20209 min read
Quarterly Market Perspective for 3Q20
Summary The U.S. stock market gained 8.9%<1> last quarter as investors gained confidence that the worst of the COVID 19 crisis was...
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Mark Carlton
Apr 28, 20208 min read
Quarterly Market Perspective for 1Q20
SUMMARY It probably comes as a surprise to no one, but the first quarter of 2020 was the worst first quarter in modern market history. ...
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Mark Carlton
Jan 22, 20199 min read
4th Quarter 2018 Market Perspective
Summary Stocks had a rough quarter worldwide. In fact, 2018’s poor performance has raised the question as to whether or not the...
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Mark Carlton
Jul 25, 201810 min read
2Q18 Quarterly Perspective
Summary Stocks rebounded last quarter - at least here in the U.S. Trade war fears drove up the value of the dollar on the idea that...
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Mark Carlton
Apr 19, 201810 min read
Quarterly Perspective for 1Q18
Summary The stock market’s long quarterly winning streak ended in the first quarter, but the loss was less than one percent. Probably...
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Mark Carlton
Jan 18, 20189 min read
Quarterly Market Perspective for 4Q17
Summary There is really nothing negative one can say about 2017 in terms of the stock market. Returns were great almost anywhere one...
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Mark Carlton
Oct 18, 20179 min read
3Q17 Quarterly Market Perspective
Summary The stock rally continued into summer as the S&P 500 tacked on 4.48% in the third quarter.<1> That brings the year-to-date gain...
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Mark Carlton
Jul 20, 20178 min read
Trademark Quarterly Perspective
Summary U.S. stocks rose for the seventh consecutive quarter. The S&P 500 stock index added another 3.09%, bringing its year-to-date...
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Mark Carlton
Apr 19, 201710 min read
1Q17 Trademark Quarterly Perspective
Summary Stocks gained a little over 6% last quarter while bonds rose 0.82%.<1> Stocks continued the momentum from late 2016 as...
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Mark Carlton
Jan 24, 201710 min read
Quarterly Perspective for 4Q16
Summary The U.S. stock market rallied to new highs last quarter. Investors appeared to be nervous leading up to the election, but...
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Mark Carlton
Oct 18, 20168 min read
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Summary The third quarter was surprisingly strong for stocks. The S&P 500 gained 3.88% with dividends included, its best quarter since...
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Mark Carlton
Jul 14, 20159 min read
Quarterly Perspective for 2Q15
Summary Financial assets had a tough second quarter. Interest rates rose while corporate profits dipped. Greece was once again in the...
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Mark Carlton
Apr 21, 20157 min read
Quarterly Perspective for 1Q15
Summary The U.S. economy improved modestly in the first quarter of 2015. The bigger story, however, was how well the rest of the...
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