Commentary

The Federal Reserve’s September rate cut – 25 bps down to a 4.00–4.25% target range – was the key refrain of Q3 After the fastest hiking cycle in decades, the Fed has pivoted toward easing, citing balance-of-risks and a softer labor market.

Wealthstone Group's March 2025 Market Commentary analyzes recent equity volatility, emphasizing the importance of diversification amid uncertainties, particularly around tariffs and inflation expectations.

Wealthstone Group’s February 2025 market commentary explores key economic indicators, market trends, and productivity shifts amid inflation and trade policy concerns.

Overall, the US Economy remains strong, inflation is moderating and we see pent-up business activity which could provide for economic tailwinds.

Insights for November 2024. The intense political campaigning and apparent risking polarization that characterized the 2024 election cycle is finally over.

Insights for August 2024. While we are only a few days into August, at the time of this writing, overall equity returns have seen significant downward pressure.

Insights for July 2024 discusses recent market trends, economic indicators, and investment strategies amidst political turmoil and shifting market dynamics.

Insights on the May 2024 market trends, including tech sector dominance and potential risks, reveal similarities to past market bubbles.

We started 2024 with broad belief among investors that we would see up to six cuts by the Fed, fueling further growth in the equity market. Instead we saw stronger economic data in the US and signs of green shoots in many areas of the global economy that have seen greater weakness relative to the US.