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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By M. Ray Perryman, PhD, CEO and President – The Perryman Group Outlook for the US Economy – 3rd Quarter 2024 By M. Ray Perryman, PhD, CEO and President The Perryman Group Overview The US economy has remained remarkably stable in the face of geopolitical uncertainty and the effects of Federal Reserve actions needed to […]
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Market Review The S&P 500 Index continued to reach new highs throughout the quarter, gaining 4.3% in the three-month period. Large-cap stocks (S&P 500 Index) decidedly outperformed small-cap stocks (Russell 2000 Index), and growth stocks (Russell 1000 Growth) again beat value stocks (Russell 1000 Value). Overseas, results were mixed with developed international stocks (MSCI EAFE) […]
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Market Recap In the second quarter of 2024, the U.S. economy remained resilient in an environment where inflation and interest rates remained higher than expectations. Tighter monetary policy was offset by accommodative fiscal policy, and a still strong US consumer. The US stock market gained nearly 4.5% in the quarter, reaching a new all-time high. […]
Read MoreBy M. Ray Perryman, PhD, CEO and President – The Perryman Group Overview The Perryman Group Outlook for the US Economy – 2nd Quarter 2024 By M. Ray Perryman, PhD, CEO and President The Perryman Group Employment While still expanding, the US economy is showing definitive signs of slowing. Unemployment rates and the number of […]
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Market Recap In the first three months of 2024, the U.S. economy remained resilient despite short-term interest rates sitting near 20-year highs. Noteworthy in the quarter was the continuing robustness in the labor market, stronger-than-anticipated corporate earnings, and a convergence of market participants’ aggressive forecast of rate cuts with the Fed’s own projections. These factors […]
Read MoreBy M. Ray Perryman, PhD, CEO and President – The Perryman Group Overview The Perryman Group Outlook for the US Economy – 1st Quarter 2024 By M. Ray Perryman, PhD, CEO and President The Perryman Group Employment The US economy continues to defy the expectations of many, gaining jobs at a surprising pace given the […]
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Market Review The S&P 500 Index continued to reach new highs throughout the quarter, gaining 10.6% in the three-month period. Large-cap stocks (S&P 500 Index) decidedly outperformed small-cap stocks (Russell 2000 Index), and growth stocks (Russell 1000 Growth) again beat value stocks (Russell 1000 Value). Developed International and emerging-market stocks also posted gains but did […]
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Market Review Aided by a powerful year-end rally, U.S. stocks (S&P 500 Index) jumped nearly 12% in Q4 to finish up 26% for the year, and end within a whisper of its all-time high. Smaller-cap stocks (Russell 2000 Index), which lagged their larger counterparts for most of the year, also rallied sharply in the fourth […]
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