Move over Grover Cleveland (22 and 24). The epic grade school social studies question must now be rewritten, as we are now on the brink of having our second President in U.S. history in Donald Trump (45 and soon to be 47) with the distinction of serving two non-consecutive terms. But far more important than revisions to our trivia books …
Economic & Market Report: It Takes Time
Changes to the political landscape continue to unfold in the wake of the Republican sweep in the 2024 elections. The financial market reaction has also been dramatic, as U.S. stocks have rallied strongly in the days since Election Day with the removal of the uncertainty of who will be running the executive branch as well as the U.S. Senate and …
Economic & Market Report: 2024 Election Results – Market Impact
The election results are in. In a stunning outcome, Donald Trump and the GOP emerged from voting on Tuesday with a resounding victory.
Economic & Market Report: The Heat Is On
It was all going so well for the doves. The U.S. stock market continued to surge to new all-time highs at the same time that bond yields were plunging, all in anticipation of the U.S. Federal Reserve cutting interest rates at their mid-September Open Market Committee meeting.
Economic & Market Report: Stocks Don’t Care Who Wins
We’ve got a big election coming up in the United States that’s now less than two weeks away.
Economic & Market Report: Rekindling the Flames
It continues to top the charts as a major downside risk for capital markets as we continue through the 2020s. It sent the markets reeling a few years ago, and the problem was never fully eradicated even though the focus of policy makers has since turned elsewhere.
Theory of Market Relativity
Investing is a long-term game. And when evaluating long-term portfolio opportunities, it is worthwhile to consider the relative performance of various segments relative to the broader market.
The Boys of Summer | US Wealth Management – Howe
The Boys of Summer The Boys of Summer By: George V. Howe As most of you may know, baseball was a passion of mine for many years and growing up in Emerson, NJ, summertime meant one thing: baseball! I played a lot of baseball in a lot of towns and cities across the country as a youth, teenager and …
Embrace the Ides of July | US Wealth Management – Howe
Embrace the Ides of July By Eric Parnell, CFA on August 5, 2024 The U.S. stock market is on the retreat. After peaking in the middle of July at 5669 on the S&P 500, U.S. stocks have fallen by as much as -5%. How much further should we expect the market to decline in the coming weeks, and is this recent weakness …
Economic & Market Report: One
The U.S. stock market is off to a roaring start in 2024. We are not even half way through the year yet, and the S&P 500 Index is higher by more than +15%. Sounds fantastic, right? It is definitely great news on a headline basis, but unfortunately all is not necessarily well with the broader stock market. A closer look underneath the surface reveals that the market is not nearly as healthy as the headline return might imply.








