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Market Updates

Monthly comprehensive market updates.

Clearview Portfolio Consulting March Market Recap

April 14, 2023
Key Points: After a dramatic rise in Treasury yields over the past 12 months from the Fed trying to rein in inflation, the banking sector was rattled with the failures of Silicon Valley and Signature Banks.  These collapses appear to be contained and do not seem to be part of a larger systemic issue in the financial system.  The Federal
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Clearview Portfolio Consulting February Market Recap

March 13, 2023
Key Points: After a strong January in the markets investors hope for lower inflation (and less rate hikes) dwindled as inflation slowed less than expected.  Higher inflation raises the odds
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Clearview Portfolio Consulting January Market Recap

February 6, 2023
Key Points: After a tumultuous 2022 where stocks and bonds lost double digits, 2023 opened with a bang in risk assets. On the hopes that the Federal Reserve will soon
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Clearview Portfolio Consulting Year End Market Recap

January 9, 2023
Key Points: Investors didn’t have a whole lot to feel cheery about in 2022.  A war between the Ukraine and Russia scrambled energy markets, inflation hit a forty year high,
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