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Summary U.S. stocks lagged and interest rates fell during an uneven month marketed by shifting market sentiment, rising geopolitical risk, and continued murkiness on domestic trade policy. Interest rates fell, giving bonds a boost, and international equities continued to shine. The cost and consequence of the AI buildout swayed U.S. markets throughout the month with…

Summary The new year got off to an eventful start as geopolitical intrigue, growing artificial intelligence capital expenditures, and a slew of creative economic proposals from the White House kept investors on their toes. With the United States front and center for most of the turmoil, both domestically and abroad, U.S. markets broadly underperformed their…

Summary Domestic stocks faded into the year-end holiday, finishing mostly flat for the month of December, while interest rates edged higher. The Federal Reserve pushed through one final rate cut for 2025, as U.S. markets wrapped the year on a tumultuous note. International stocks finished strong, with both developed and emerging markets gaining 3% for…

Summary Markets wavered throughout November but finished mostly higher as investors weighed the AI trade, the end of the longest U.S. government shutdown in history and softening economic data. Interest rates oscillated during the month as well, with markets flip-flopping on the Fed’s next move at December’s meeting. Data releases were limited due to the…

Summary Nothing could frighten investors in October, as markets finished the month in the green across the board. In the U.S., a prolonged government shutdown was met with a shrug. Trade deals in Asia calmed global markets in the face of the ever-looming tariff specter. The Fed finished the month by reducing interest rates another…