Blog posts by Phil Frattali, CFA

Following the U.S. Presidential Election, the U.S. markets rallied, with mid-cap and small-cap stocks posting notable gains and the S&P 500 closing up 6%. Read More

October 2024 saw global market declines, rising bond yields, mixed economic data, and U.S. election-driven volatility with potential policy shifts ahead. Read More

The global stock index climbed 2.3% in September, primarily driven by the Federal Reserve's larger-than-expected rate cut and China's economic stimulus package. Read More

After an early sell-off, global equities rebounded and the U.S. stock market finished up 2.4% in August, contributing to a 19.5% YTD return for the S&P 500. Read More

The market trends flipped in a volatile month as large growth stocks saw a decline in the month while small cap and large cap value stocks finished strong. Read More

Despite underlying market divergence, large mega-cap tech stocks push the stock market upward. Read More

The stock market recovered in May with a resurgence in tech stocks and broader market participation, yet inflation remains a persistent concern. Read More

The stock market reversed its trend in April due to inflation fears, the Fed's reluctance for monetary policy easing, and continued geopolitical tensions. Read More

March was another positive month for investors as the economy remained resilient to inflation and the broader markets excelled. Read More

The stock market's slow start in January accelerated in February as the S&P 500 surpassed the 5000 level for the first time. Read More