Market Commentary

Quarterly Market Review: First Quarter 2018

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This report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic. View full report below. Quarterly Market Review Q1 2018 (468 kB)

2017 Annual Market Review

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This annual market review report features world capital market performance for 2017. View the full report below. 2017 Annual Market Review (157 kB)

Quarterly Market Review: Fourth Quarter 2017

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UPAL’s Q42017 market review report features capital market performance and a timeline of events from the last quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. This report also illustrates the impact of globally diversified portfolios and features a quarterly topic. View the full report below. Market Review 4th Quarter 2017 (153 kB)

Holiday Wrap Up: A Look Back at 2017 Thus Far

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December 18, 2017 The year in brief. Investors have had much to celebrate in 2017. Halfway through November, the S&P 500 had gained more than 15% since the start of the year; the Dow Jones Industrial Average was up more than 18% year-to-date; the Nasdaq Composite, more than 25%. The Dow topped 20,000 for the first time in 2017, and the S&P made history by reaching 2,500. Many foreign equity benchmarks also rallied strongly. Prices of key commodity futures such as copper, oil, silver, and gold rebounded from 2016. The…

Quarterly Market Review: Third Quarter 2017

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UPAL’s Q32017 report features world capital market performance and a timeline of events for the last quarter. It begins with a  global overview, then features the returns of stock and bond asset classes in the US and international markets. This market commentary report also illustrates the impact of globally diversified portfolios and features a quarterly topic.   View the full report below. Market Review 3rd Quarter 2017 (231 kB)

Quarterly Market Review: Second Quarter 2017

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UPAL’s Q22017 report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.  The report also illustrates the impact of globally diversified portfolios and features a quarterly topic.   View the full report below. Market Review 2nd Quarter 2017 (179 kB)

Quarterly Update: A Review of the First Quarter of 2017

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April 13, 2017 Quarter in Brief In the first quarter, the market rally that began in the previous quarter continued with the Dow Jones Industrial Average topping 20,000 for the first time. In response to accelerating economic conditions and signs of strengthening inflation pressure, the Federal Reserve raised the federal funds rate by an additional quarter of a point. Consumer confidence is high and new home sales improved while sales of existing homes have slowed. Domestic Economic Health Demand for factory orders and services expanded nicely during the first quarter…

Quarterly Update: A Review of 4Q 2016

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January 12, 2017 Quarter in Brief In the fourth quarter, two major events influenced the financial markets, however, neither upset investors. The election of Donald Trump led to a Wall Street rally and the December interest rate hike by the Federal Reserve was taken in stride. The S&P finished the quarter up 3.25% and on the whole the most-watched U.S. economic indicators were encouraging. Domestic Economic Health The Federal Reserve announced its second quarter point rate hike in two years on December 14th. The forecast for 2017 shows three planned…

Holiday Wrap Up 2016

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A look back at 2016 thus far Presented by UPAL November 29, 2016 The year in brief. Investors will likely remember 2016 as a year of two momentous votes and one monetary policy decision. This year brought the Brexit referendum in the United Kingdom and a surprise presidential election victory for Donald Trump, and it now appears probable that the Federal Reserve will raise interest rates in December. As Thanksgiving week began, the S&P 500 sat comfortably near 2,200, while the Dow Jones Industrial Average pushed toward breaking 19,000. Some…

Third Quarter 2016 Market Commentary

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Date: October 28, 2016 QUARTER IN BRIEF The economy seemed to hit a soft patch this summer, but stocks carried forward with the S&P 500 advancing for the fourth straight quarter in Q3, rising 3.31%. In spite of two major banking scandals, multiple terror attacks and an especially contentious presidential race, markets were noticeably calm for much of the quarter. For the year, the markets have produced decent returns in spite of these distractions. The Federal Reserve emerged from its September meeting with strong signals for a rate hike before…