Market Recap Global equity markets continued their ascent in the third quarter, driven by strong corporate earnings growth, artificial intelligence (AI) enthusiasm and expectations of easing monetary policy. Despite investor concerns related to a slowing economy, tariffs, and a looming government shutdown, large-cap domestic stocks gained 8.1% over the quarter, ending near an all-time high, […]
Read More
By M. Ray Perryman, PhD, CEO and President – The Perryman Group Outlook for the US Economy – 3rd Quarter 2025 By M. Ray Perryman, PhD, CEO and President The Perryman Group Employment Although total non-farm employment has changed little since April, looking over the past 12 months (ending in August), some 1.34 million net new […]
Read MoreMarket Recap In the second quarter of 2025, global markets faced a complex mix of encouraging economic data, ongoing geopolitical uncertainty, and evolving global central bank policies. Nonetheless, the U.S. stocks posted a strong gain, reaching a new all-time high, and fixed-income markets were positive across most segments. The broader domestic market gained 10.9% in […]
Read MoreBy M. Ray Perryman, PhD, CEO and President – The Perryman Group Outlook for the US Economy – 2nd Quarter 2025 By M. Ray Perryman, PhD, CEO and President The Perryman Group Employment The United States economy gained 1.753 million net new jobs over the twelve-month period ending June 2025 for an annual employment growth […]
Read More
Market Recap Global stock markets displayed a wide dispersion of performance across regions and styles over the first quarter of the year. After making a new all-time high in mid-February, U.S. stocks suffered their first 10% correction since 2023 before recovering to end the quarter down 5% (this slide continued into early April). Smaller-cap U.S. […]
Read More
Market Recap The U.S. economy and the stock market proved much stronger than many had anticipated in 2024, with the market marching higher throughout the year finishing up 25%, while notching 57 new all-time highs, the sixth most since 1928. The robust gains in U.S. stocks were driven by a healthy U.S. economy, moderating inflation, […]
Read More
