James Insights: Market Commentary
Market Commentary
Market Commentary – May 2025
Monthly Recap It was a tale of two markets in April. U.S. market turmoil continued in the first half, as... Read more »2nd Quarter 2025 Outlook
Executive Summary The current economic environment is characterized by heightened uncertainty, primarily driven by the Trump administration's policy initiatives -... Read more »Market Commentary – March 2025
Monthly Recap The S&P 500 Index reached an all-time high on February 19 before reversing to a 1.4% monthly decline... Read more »Market Commentary – February 2025
Monthly Recap The stock market demonstrated remarkable strength throughout 2024, achieving multiple record highs and establishing a two-year bull market… Read more »
Economic Outlook for 2025
An Indepth Forecast of the Year 2025 2024 Market Recap The stock market demonstrated remarkable strength throughout 2024, achieving multiple… Read more »
Market Commentary – November 2024
Monthly Recap US Equities Extend Rally on Broad Participation The S&P 500 Index has soared approximately 68% since its October… Read more »
4th Quarter 2024 Outlook
An Indepth Forecast Of The Year 2024 Third Quarter Recap The third quarter of 2024 was characterized by two pivotal… Read more »
Market Commentary – September 2024
Monthly Recap August Market Volatility: First the Crash, then the Bounce In early August 2024, global financial markets experienced a… Read more »
Market Commentary – August 2024
Monthly Recap A More Accommodating Monetary Policy Expectations of potential policy easing by the Federal Reserve (Fed), bolstered by positive… Read more »
3rd Quarter 2024 Outlook
An Indepth Forecast Of The Year 2024 Second Quarter Recap As the second quarter of 2024 concludes, the S&P 500… Read more »
Market Commentary – June 2024
Monthly Recap In May, U.S. stock markets experienced a significant rally, with major indices reaching record highs. The S&P 500… Read more »