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Research/Market Update
Market Update is a monthly publication circulated by USI Advisors, Inc. and is designed to highlight various market and economic information.
December 2018 Market & Legal Update
“That Was a Wild Ride!”
Even though December has historically been a healthy month for the stock market, Christmas Eve brought some pretty large swings, making it the worst December since 1931. Markets rallied on the last day of the year, which trimmed some of the losses ahead of the New Year celebration, but U.S. equity markets closed out their worst year since 2008...
November 2018 Market & Legal Update
“…And Back Up We Go!”
This isn’t the first time we have referenced a roller coaster ride in this Market Update series, and it certainly won’t be the last. The roller coaster ride continued for equity markets in November, as stocks were up and down on almost a daily basis during the month...
October 2018 Market & Legal Update
“Fundamentals Remain Solid Amid Elevated Volatility”
October was one of the worst months for the equity markets since the financial crisis, with global stock markets dipping into correction territory. Investor concerns about rising interest rates, a weak housing market, an overheating U.S economy, elevated equity valuations, a stronger dollar, Chinese economic deceleration, and uncertain trade policy all acted as headwinds...
September 2018 Market & Legal Update
“U.S. Economic Expansion Continues to Roll Along”
Despite healthy economic conditions, the focus at the end of the third quarter was on trade war, Federal Reserve action, the rising U.S. dollar and emerging market turmoil. As a result, markets delivered mixed results in September. Historically, September has been the worst month of the year for stocks. What also adds to the uncertainty this fall is the U.S. mid-term elections...
August 2018 Market & Legal Update
“The Ascent Continues”
There seems to be nothing that can stop this market from continuing its climb. As mentioned in last month’s market update, lingering trade uncertainty and geopolitical events are still prevalent. However, domestic equity markets performed admirably yet again in August. U.S. stocks were driven higher by solid economic releases and strong corporate profit growth...
July 2018 Market & Legal Update
“Strong Fundamentals Help Equity Markets Edge Up”
Despite lingering trade uncertainty and geopolitical events, global equity markets finished in positive territory in July. U.S stocks were fueled by expectations of a strong second-quarter increase in both economic and corporate profit growth...
June 2018 Market & Legal Update
“Trade War Fears Weigh on the Markets”
Domestic stock markets were rocky in June but closed out the second quarter with positive returns. Headlines were dominated by trade war talk and inflation fears during the month, overriding favorable economic data. In addition, a rising interest rate environment, coupled with a strengthening U.S. dollar, produced vulnerability in both developed and emerging international markets...
May 2018 Market & Legal Update
“Movin' on Up!”
Equity markets experienced both ups and downs in the month of May. Domestic markets continued their resilient comeback with a positive month, despite a rough end of the month due to renewed trade war fears that sprung up as a result of new tariffs being placed on some of our largest trade partners by the current administration. However, international markets were not nearly as resilient, losing ground amidst political turmoil in Spain and Italy...
April 2018 Market Update
“Is the market 'correction' behind us?”
Global equity markets were broadly higher in April as positive economic and corporate fundamentals provided tailwinds for stocks. Volatility remained elevated as investors focused their attention on the economic impact of a potential trade war between the U.S. and China, recent challenges faced by social media companies, monetary policy tightening, and political turmoil in the U.S. and abroad...
March 2018 Market Update
“The Roller Coaster Ride Continues”
Following the turmoil in February when stock markets were down almost 4%, the volatility and market chaos continued in March. The Dow Jones Industrial Average ended February at 25,029.20, dropped over 1,500 points and hit a low of 23,509.06 on March 23rd then rebounded to end the month at 24,103.11...
February 2018 Market Update
"Market volatility returns”
After two years of low volatility, the market went on a very bumpy roller-coaster ride in February. Investors were torn between the optimism of solid economic fundamentals and corporate earnings and the fears of rising interest rates and inflation...
January 2018 Market Update
"There’s no sign of slowing down…yet!”
Markets opened the year with a bang, surging yet again in the month of January. The Dow Jones Industrial Average ended 2017 at a staggering 24,719.22, then proceeded to blow right through the 25,000s, surged all the way to 26,616.71 then ended the month at 26,149.39...
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Investment advice provided to the Plan by USI Advisors, Inc. Under certain arrangements, securities offered to the Plan through USI Securities, Inc. Member FINRA/SIPC. 95 Glastonbury Blvd., Glastonbury, CT 06033 | 860.652.3239 USI Consulting Group is the affiliate company of both USI Advisors, Inc. and USI Securities, Inc.