by Matt Bradley | Apr 17, 2023 | Peloton Updates, Quarterly Recap |
If there’s such a thing as the opposite of the beginning of 2022 for markets, that’s exactly what happened in the first quarter this year. The S&P 500 gained 7.5%, and the NASDAQ jumped 20.8% after a very difficult 2022 for both. Bonds gained modestly last quarter...
by Matt Bradley | Jan 17, 2023 | Peloton Updates, Quarterly Recap |
Considering how last year began, the 18% full-year decline in the S&P 500 might seem about right. However, the performance of the broad index doesn’t tell the story of many, many stocks that fared much worse in 2022. Expensive, growth-oriented stocks were the most...
by Matt Bradley | Oct 17, 2022 | Peloton Updates, Quarterly Recap |
Stocks continued to struggle in Q3 for all the same reasons the first half was rough. If anything, Federal Reserve Chair Powell and his colleagues doubled down on their hawkish messaging last quarter. We said throughout the first six months that the market pullback...
by Matt Bradley | Jul 14, 2022 | Peloton Updates, Quarterly Recap |
U.S. stock market indexes turned in the worst first half of the year since 1970. During the second quarter, the selloff intensified as overall sentiment became extremely negative and fear of Fed-induced recession spread. The S&P 500 finished June down nearly 20%...
by Matt Bradley | Apr 14, 2022 | Peloton Updates, Quarterly Recap |
Following two years of pandemic crisis and recovery, 2022 is shaping up as the year investors got serious about inflation. The numbers have been largely meaningless since economies across the globe were halted during the worst of COVID. Until recently, Fed Chairman...
by Matt Bradley | Jan 13, 2022 | Peloton Updates, Quarterly Recap |
In what was generally a strong year for the economy and for equity markets, the last six weeks of 2021 were dominated by the emergence of another COVID variant – this time Omicron. The shortened trading session on Friday after Thanksgiving is usually a positive day...
