Market Recap The second quarter of 2026 was a sharp reversal of the first. Just three months ago, the first quarter had delivered a decline of 5% in U.S. stocks, the energy sector was up nearly 38%, software names were down 24%, and there was a genuine fear that a prolonged closure of the Strait […]
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Outlook for the US Economy – 2nd Quarter 2026 By M. Ray Perryman, PhD, CEO and President The Perryman Group Employment – Growth in the United States economy has slowed significantly, gaining 531,000 net new jobs over the twelve-month period ending June 2026, an annual employment growth rate of only 0.33%. Over the past year, the […]
Read MoreMarket Recap Never a dull news cycle! Investors were barraged with a staggering number of events during the quarter. There was no shortage of geopolitical headlines with the year kicking off with the capture and extradition of Venezuela’s then-president, Nicolás Maduro. And as the first quarter ends, conflict in the Middle East dominates the narrative […]
Read MoreOutlook for the US Economy – 1st Quarter 2026 By M. Ray Perryman, PhD, CEO and President The Perryman Group Employment – The United States economy gained 235,000 net new jobs over the 12-month period ending March 2026 for an annual employment growth rate of 0.15%. Over the past year, the educational services, health care, […]
Read MoreMarket Recap U.S. equity markets finished the fourth quarter on solid footing, with the domestic stocks rising 2.7% and ending the year up 17.9%. Gains continued to be driven by strong corporate earnings, particularly within a concentrated few technology and artificial intelligence large-cap, growth-oriented companies. Large-cap growth stocks outpaced value (18.6% vs. 15.9% for the […]
Read MoreBy M. Ray Perryman, PhD, CEO and President – The Perryman Group Outlook for the US Economy – 4th Quarter 2025 By M. Ray Perryman, PhD, CEO and President The Perryman Group Employment Job growth across the US economy has slowed significantly in recent months, and performance has been notably uneven across industries. Just 525,000 […]
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