blog

Insights

October 7, 2014

Coldstream Missives QUARTERLY UPDATE CALL

In Market Commentary

missives10162014

Related Articles

April 18, 2024

Market Commentary: Growth in the US vs. Other Advanced Economies & Thoughts on Israeli/Iranian Hostilities

GDP grew at 3.4% in the fourth quarter of 2023 and is predicted to grow by over 2% in the first quarter of 2024. Driven by strong growth and continued optimism about the potential of Artificial Intelligence, the S&P 500 gained 10.56% for the quarter, the best quarterly performance since the first quarter of 2019. [...]

Contributions from: Howard Coleman, JD

January 19, 2024

Market Commentary: “What, Me Worry?” – Alfred E. Neuman

What a difference a year makes.  In 2022, both the equity and fixed income markets suffered significant declines over market participants’ fears that Fed tightening would lead to a recession but not curb inflation.  Contrast this to 2023 when the Fed indicated the tightening cycle was coming to an end, inflation was receding, growth remained [...]

Contributions from: Howard Coleman, JD

October 20, 2023

A Reversal of Fortune?

At the end of the second quarter, the S&P 500 was up 16.89% for the year, and bonds posted positive returns as well with the yield on the 10-year Treasury falling to 3.84%. With inflation moderating and growth steady, many market participants were predicting a “soft landing” scenario– inflation curtailed without a recession. From Soft [...]

Contributions from: Howard Coleman, JD