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Research/Market Update
Market Update is a monthly publication circulated by USI Advisors, Inc. and is designed to highlight various market and economic information.
   
July 2019 Market & Legal Update
“Fed Cuts Rates for the First Time in Over a Decade”
The Federal Open Market Committee (FOMC) voted to cut interest rates for the first time since 2008. The committee indicated a positive economic outlook but noted concerns about slowing global growth, trade tensions, and low inflation as reasons for the reduction. Following the move, stocks sold off and the yield curve flattened but markets finished July in positive territory...
 
June 2019 Market & Legal Update
“Markets Boom for First Half, but Risks Loom”
Thanks to some progress on the trade impasse between the U.S. and China and a more accommodating Fed shifting policy to possible rate decreases in the second half of 2019, the S&P 500 rebounded in June and had its best first half to start the year since 1997. The previous month’s 6% decline was due to escalating trade tensions between the U.S. and China, as well as tensions between the U.S. and Mexico...
 
May 2019 Market & Legal Update
“May Mayhem as Trade Tensions Mount”
After the Dow’s best four-month performance to start the year since 1999 (S&P 500 since 1987), the Dow suffered 6 straight losing weeks, its worst 6-week stretch since June 2011. Trade tensions escalated when it appeared at the beginning of May that the U.S. and China were just a few weeks away from reaching an agreement, including plans to celebrate its conclusion. Instead, the trade impasse continues, and global equity markets steadily declined during the month, with the S&P 500 falling 6.4%. Bond prices advanced as U.S. 10-year treasury yields fell sharply to 2.14%, the largest one-month decline since 2015...
 
April 2019 Market & Legal Update
“10 Years In and the Bull Charges Ahead”
April marked another strong month for U.S. stocks in a continued recovery from the late 2018 losses. Very few expected markets to roar back this quickly in 2019 and concerns about slowing U.S. and global growth had pundits thinking there was a disconnect between the rally and the economy. Strong economic global growth and better than expected corporate earnings in the first quarter were among the key releases that contributed to U.S. equities reaching new heights...
 
March 2019 Market & Legal Update
“The Perceived Global Slowdown Can’t Slow Down the Markets”
U.S. equities continued to advance in March, after the Dow gained 11.6% through the first two months of 2019, which was the best start to the year in over 30 years. Equity markets advanced during the month despite continued fears of a slowdown in the global economy, disappointing manufacturing data, and an inverted yield curve, which added fear of a looming recession to the mix...
 
February 2019 Market & Legal Update
“U.S. Equities Off to Best Start in 30 Years”
The Dow is off to its best start of the year since 1987 and the S&P 500 since 1991, which followed the worst December for U.S. equities since the Great Depression. All three major U.S. stock indexes continued to post strong gains in February, helped by a number of bullish events, including healthy U.S. economic data, strong earnings reports, optimism on the trade impasse, and the Fed’s dovish monetary stance...
 
January 2019 Market & Legal Update
“The January Effect”
While the Polar vortex was not kind to much of the U.S. in late January, the equity markets added extra fuel to the fire to keep investors warm inside. U.S. equity markets regained their footing, with the Dow posting a 7.3% gain, its highest for January in the last 30 years. This was much needed after enduring the worst Christmas Eve for U.S. equities and worst December since 1931...
 
 
 
 
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Investment advice provided to the Plan by USI Advisors, Inc. Under certain arrangements, securities offered to the Plan through USI Securities, Inc. Member FINRA/SIPC. 95 Glastonbury Blvd., Glastonbury, CT 06033 | 860.652.3239 USI Consulting Group is the affiliate company of both USI Advisors, Inc. and USI Securities, Inc.