Market 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 […]
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By 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 […]
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Market Review U.S. Stocks (S&P 500 Index) rebounded strongly in the second quarter, gaining nearly 11% on the back of continued earnings strength in the technology and communications sectors. The tech heavy Russell 1k Growth Index posted even stronger returns, gaining nearly 18%, lifted by optimism around Ai-driven investment themes. Smaller cap stocks (Russell 2k […]
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America’s Industrial Industry has Stagnated for a Quarter Century Over the last few decades, American manufacturing has declined in favor of lower cost manufacturing abroad. Free trade agreements benefit corporate profits via cheaper goods, but at the expense of the American worker as manufacturing jobs moved overseas (mainly to China). In a barrier-free world, it […]
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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. […]
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Market Review U.S. Larger Cap stocks (S&P 500 Index) reached 57 new highs in 2024 on its way to a 25% total return. It was the S&P’s second year in a row of over 20% gains. Growth-oriented stocks (Russell 1000 Growth Index) led by technology names, particularly NVIDIA and Broadcom, were the biggest winners, posting […]
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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 MoreBy M. Ray Perryman, PhD, CEO and President – The Perryman Group Outlook for the US Economy – 4th Quarter 2024 By M. Ray Perryman, PhD, CEO and President The Perryman Group Employment The United States economy has stabilized and even gained some momentum in recent months. The December jobs report from the US Bureau […]
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Market Review Despite some intra-quarter volatility, U.S. Larger Cap (S&P 500 Index) reached new highs, gaining nearly 6% in Q3 pushing its year-to-date return to over 22%. Notably, there was a rotation out of large-cap growth tech stocks into a broader range of sectors and styles. U.S. Larger-cap value (Russell 1000 Value) gained 9.4% and […]
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Market Recap It was far from a quiet summer for the financial markets, which have been volatile as investors parsed through economic data attempting to gauge whether the economy will slow, and how much the Federal Reserve would need to lower interest rates to prevent a recession. Toward the end of the quarter, the Fed […]
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