It was a difficult first quarter in the market in 2025, and the pain has only worsened in the first weeks of April, with a full-scale global trade war underway. What has happened so far On April 2nd, President Trump announced his much-anticipated tariff plans, which were higher than market and economist expectations.
As we close the book on 2024 and ring in 2025, one thing is for certain – 2024 was a fabulous year for US stocks, following a similarly strong year in 2023.
The results of arguably the most closely watched election across the world are finally in, and the U.S. stock market has reacted positively to Donald Trump’s win and the shift of Senate control to a Republican majority. We are still awaiting the results of the House of Representatives, but expectations are for Republican control in that chamber as well.
With less than a month left until election day in a race that is expected to be tightly contested, it is normal to have concerns about how the results will impact you.
2024 has been off to a strong start in the stock market by most measures. A robust US economy, slowing inflation and a cautious Federal Reserve have provided a strong backdrop for continued market growth
Recently, there seems to be a lot of buzz around a tool called “direct indexing”. More and more Perigon clients are using it in their portfolios, and I’ve even seen it in consumer-facing marketing from financial companies.
We are a little over a year out from the collapse of Silicon Valley Bank, and it is interesting to reflect on how markets have fared since that time. The US equity market is up over 26%1 over the last year and has soared to reach new all-time market highs in 2024.
Market predictions are alluring; we all want to have answers in the face of an unknowable future. The logic is simple if we can accurately predict what comes next in the economy or in the stock market…
The third quarter of 2023 presented speed bumps in financial markets. Across global equity markets we saw stocks pull back and at the same time bond yields moved higher.