Quarterly and Annual Market Review

2023 Annual Market Review

Overview The year 2023 was dominated by inflation and the Federal Reserve’s restrictive policy in response to it. The year began with inflation at about 6.5%, with the Fed raising interest rates despite fears of rising unemployment and an economic recession. But...
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Quarterly Market Review: July – September 2023

The Markets (second quarter through September 29, 2023) The positive momentum of the first two quarters of the year did not carry over to the third quarter. Inflation continued to prove stubborn throughout the third quarter, moderating somewhat, but not enough to curb...
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Quarterly Market Review: April – June 2023

The Markets (second quarter through June 30, 2023) Wall Street proved resilient during the second quarter of the year, despite rising inflation, two interest rate hikes, and concerns about the debt ceiling. The economy remained relatively strong, despite predictions...
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Quarterly Market Review: January – March 2023

The Markets (first quarter through March 31, 2023) Wall Street proved resilient during the first quarter of the year, despite rising inflation, uncertainty about the Federal Reserve’s actions, interest-rate hikes, and banking concerns. Inflationary data in...
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2022 Annual Market Review

The year 2022 may best be described by one word: inflation. The economies of the United States and the world were influenced by rising inflation, its causes, and the policies aimed at curtailing it. While inflationary pressures began to mount in 2021, they were...
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Quarterly Market Review: July – September 2022

The Markets (third quarter through September 30, 2022) The ramifications of stamping down rising inflation dominated the markets in the third quarter. Investors weighed the balance between an aggressive government policy aimed at curbing price pressures against the...
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