Commentary

Equity markets continue to trade near the all-time highs even as volatility has picked up in recent weeks in response to shifting economic data. A weaker than expected July payroll report was the catalyst for a market reversal in which the stock market gave up half of its year-to-date gains […]

US equities rallied further in the second quarter and now hover near all-time highs, even as volatility emerges in response to shifting market factors. As a result, the S&P 500 is up about 15% year to date, but with the pace of the rally slowing. The primary reason for the […]

Equity markets had a stellar run in the first quarter, with the S&P 500 up over 10% and nearly 30% from the October low. Improving economic fundamentals such as moderating inflation, a resilient labor market, and strong GDP growth propelled risk assets higher, with recession fears fading into the background. […]

The stock market is having a decent start to the year with the S&P 500 up over 5% in just 6 weeks, continuing a rally from the fourth quarter built on improving economic growth and expectations of lower interest rates. Fears of recession, which dominated the narrative for much of […]

Despite the year’s risks, 2023 ended up being a strong year for financial markets with gains in the equity market in double digits and bonds staging a year-end rally that reversed earlier losses. This was in large part driven by the market consensus that the Federal Reserve may have finally […]

Financial markets continue to have some volatility, with changes in interest rate expectations, slowing economic indicators, and corporate earnings all influencing investor appetite and risk positioning heading into year-end. After digesting a slew of data in early October, markets settled into a holding pattern over the last few weeks as […]

Arkansas Business featured Greenwood Gearhart in its October 2023 issue and covered the firm’s momentous breaking of the $1 billion mark in Assets Under Management. The full article can be accessed through the following link. Read on Arkansas Business

The financial markets have experienced increased volatility in the last quarter, with equities still up this year but down from their recent highs. This has been in large part driven by interest rates which reaccelerated their upward trend in recent months after declining in the first half of the year. […]

Since our last update, markets continue to trade at the recent highs after posting double digit gains so far this year. The dominant narrative on the street has notably pivoted in the last few weeks from fears of an imminent recession to cautious optimism that an economic contraction can be […]

The financial markets have continued their upswing in the last quarter, with equity markets now up double digits this year and more than +20% from their low. This has led many to conclude that the bear market is officially over. While the resolution of several headwinds cleared the way for […]