Blog posts by Phil Frattali, CFA

Following a somber October, stocks posted five straight weeks of gains and data suggests inflation is abating by consequence of tight monetary policy. Read More

The global stock market continues to suffer, experiencing its first 3-month losing streak since March of 2020, and the commodity markets were shaken amid the… Read More

The pull back in August continued with a sobering September as the S&P 500 closed with its worst monthly performance in 2023 leading to a negative Q3. Read More

The streak of positive months in the markets was dampened by a pull back in August. The S&P 500, foreign developed and emerging stock markets, and the bond market… Read More

The strong momentum in the markets continued in July as the S&P 500 closed higher for the fifth consecutive month and the DOW Jones Industrial Average boasted gains… Read More

As Apple set records as the first company to ever close above $3 trillion valuation, it's high valuation reflected a strong month for all major stock markets. In… Read More

May's market performance came with good and bad as global stocks saw mixed performance and treasury yields rose while prices fell. In Phil Frattali's May Market… Read More

Phil Frattali's April Market Update recaps the month's movements in stock & bond performance, economic growth, and notable headline economic events. Read More

Phil Frattali's March Market Update recaps the month's movements in rates, the economy, stock markets, and more . Read More

Read Phil Frattali’s analysis of February returns in the latest Monthly Market Update. Read More