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December 2, 2025

November 2025 Market & Economic Recap

Stock Market Equities finished November mixed, with major indices showing only modest movement amid a volatile month. For the month, the market’s three major indices performed as follows: S&P 500: +0.1% The Dow: +0.32% Nasdaq: –1.5% The month began with a notable pullback—particularly in the Nasdaq—but a strong late-month rebound helped recover a large portion of those early losses. Despite the rally, the Nasdaq still declined nearly 2% for the month, ending its seven-month winning streak. Concerns over elevated tech valuations weighed on risk appetite, contributing to the underperformance. In contrast, both the S&P 500 and the Dow posted slight gains, extending their own winning […]
November 3, 2025

October 2025 Market & Economic Recap

Stocks Historically known for some of the stock market’s biggest one-day drops, October instead delivered solid gains this year. The S&P 500, tech-heavy Nasdaq, and the Dow Jones Industrial Average all ended the month with positive gains. For the Dow, it was the sixth consecutive monthly advance, its longest winning streak since 2018. For October, the stock market’s three major indices performed as follows: S&P 500 2.3% The Dow 2.5% Nasdaq 4.7% Source: www.cnbc.com/2025/10/30/stock-market-today-live-updates.html   The Fed and Rates The Federal Reserve cut U.S. interest rates by a quarter point this week, lowering the benchmark rate to a range of […]
October 1, 2025

September 2025 Market & Economic Recap

  Stock Market Wall Street brushed off fears of a government shutdown on Tuesday, the final trading day of the month, with the Dow rising to a record high. It was an unusually strong September for the stock market, with all three major indices posting solid gains: S&P 500: +3.5% Dow: +1.9% Nasdaq: +5.6% This marked a sharp reversal for the S&P 500, which has averaged a 4.2% decline over the past five Septembers. To close out Q3, the S&P 500 gained nearly 8% for the quarter, the Dow rose more than 5%, and the Nasdaq climbed more than 11% since June. Sources: […]
September 2, 2025

August 2025 Market & Economic Recap

Stock Market Wall Street ended August on a down note on concerning inflation data, but still managed to record its fourth winning month in a row. For the month, the stock market’s three major indices performed as follows: S&P 500 +1.9% The Dow +3.1% Nasdaq +1.6% While the S&P 500 did reach a new record high in August, September has historically been a losing month. In fact, according to The Stock Trader’s Almanac, September has seen the largest declines of any month for those three indices since 1950. Source: https://www.cnbc.com/2025/08/28/stock-market-today-live-updates-.html   Jobs & Unemployment The U.S. economy added 73,000 jobs […]
August 4, 2025

July 2025 Market & Economic Recap

Stock Market In what was an eventful month on Wall Street, revised tariff policies and lackluster Big Tech earnings saw the stock market edge lower in the last days of July, muting earlier gains. While there is further consternation about the latest jobs report, a bullish long-term forecast remains. Through the month of July, the stock market’s three major indices performed as follows: S&P 500 +2.2% DOW +0.1% Nasdaq +3.7% Source: https://www.cnbc.com/2025/07/31/stock-market-today-live-updates.html   Inflation Inflation ticked up in June, with the Consumer Price Index for All Urban Consumers (CPI-U) rising 0.3% on a seasonally adjusted basis, following a 0.1% increase […]
July 1, 2025

June 2025 Market & Economic Recap

Stock Market June saw the second straight month of significant gains on Wall Street, finishing up a strong second quarter. For the month, the stock market’s three major indices performed as follows: S&P 500 5% The Dow 4.3% Nasdaq 6.6% Recent market sentiment has improved, driven by a more stable geopolitical environment following a cease-fire between Israel and Iran, renewed hopes for U.S. trade deals that could reduce tariffs, and growing optimism that the Federal Reserve may lower interest rates in the near future. For Q2 2025, the S&P 500 added more than 10%, the Nasdaq rose nearly 18%, and […]
June 2, 2025

May 2025 Market & Economic Recap

  Stock Market Despite early declines on the final trading day of the month, the U.S. stock market closed out a volatile yet impressive month of May. For the month, the market’s three major indices performed as follows: S&P 500 6.2% The Dow 3.9% Nasdaq 9.6% For the S&P 500, it was its strongest May performance since 1990 and its best overall month since November 2023, while the tech-heavy Nasdaq soared nearly double digits, driven by strength in the technology sector. Investors weighed tariff concerns alongside encouraging signs of easing inflation, as seen in the Fed’s preferred price measure. Despite […]
May 1, 2025

April 2025 Market & Economic Recap

  Stock Market April closed a volatile month with a rebound despite weaker than anticipated economic growth numbers, although the S&P 500 and Dow still ended the month down while the tech-heavy Nasdaq eked out a slight gain. For the month, the stock market’s three major indices performed as follows: S&P 500 -0.8% The DOW -3.2% Nasdaq +0.9% Source: https://www.cnbc.com/2025/04/30/stock-market-today-live-updates.html   GDP The U.S. economy unexpectedly shrank in the first quarter of 2025, marking the first contraction in three years. According to the Bureau of Economic Analysis, GDP declined at an annualized rate of 0.3%, a sharper drop than the […]
April 2, 2025

March 2025 Market & Economic Recap

  Stock Market Stocks gave up ground in March, posting steep losses to follow up on the previous month’s decline. For the month, the market’s major indices performed as follows: The Dow -4.2% S&P 500 -5.8% Nasdaq Composite -8.2% It was the S&P 500’s largest decline since December 2022, while the Nasdaq had its worst month since September 2022. Looking at the stock market through the first quarter of 2025, the S&P 500 has dropped 4.6%, the Dow is off 1.3%, and the Nasdaq has nosedived more than 10%.   Inflation Inflation in the U.S. slowed in February for the […]
March 3, 2025

February 2025 Market & Economic Recap

Stock Market Amid rising geopolitical risks and economic tensions, the stock market ended a volatile February on a high note on the final day of trading despite being in the red for the month. The stock market’s three major indices performed as follows in February: S&P 500 -1.4% The DOW -1.6% Nasdaq -3.9% It was the tech-heavy Nasdaq’s worst month since April 2024. Jobs and Employment The U.S. economy added 143,000 jobs in January, while the unemployment rate edged down to 4.0%, according to the latest report from the Bureau of Labor Statistics. Despite challenges such as severe winter weather, […]
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