Steve's Market Insights

Recent global events have dominated the news cycle. Markets tend to factor in the possible adverse impacts when this happens. In the meantime, investors need to be aware of "...

The stock market’s performance is a function of two variables: earnings and valuations. A company generates profits, and investors assign a multiple to those profits, such as 15x ...

Monthly Market Summary  The S&P 500 Index returned +6.3%, its strongest 1-month return since November 2023. Large Cap Growth stocks led the rally, with the Nasdaq 100 and Russell 1000 Growth gaining +9.2% ...

For many Americans, the status of the U.S. dollar reflects the country’s position in the world. However, the dollar has weakened in recent months amid trade and ...

Trump Administration Introduces New Tariff Measures On April 2nd, the Trump administration unveiled a sweeping set of tariffs. A baseline 10% tariff applies to all imports from all countries unless specific ...

Soft and hard economic data are back in the news as trade policy changes. Soft data, such as surveys, measures sentiment, expectations, intentions, and how respondents feel about the economy. ...