Custody

Markets Retreat Amidst U.S. Debt Concerns

Markets Retreat Amidst U.S. Debt Concerns

Market Data as of Week Ending: 5/23/2025 unless noted otherwise Major U.S. indexes lost ground last week as Moody's downgraded U.S. debt due to the continued rise of the fiscal deficit. Rising long-term rates and recent tariff rhetoric have diminished recent...

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Trade Deal Optimism Sends Markets Higher

Trade Deal Optimism Sends Markets Higher

Market Data as of Week Ending: 5/16/2025 unless noted otherwise Major U.S. indexes returned to their winning ways as the S&P 500 finished the week up more than 5% and now sits positive for the year. Investors welcomed news of a 90-day tariff reduction between the...

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Stocks Continue Momentum on Easing Trade Concerns

Stocks Continue Momentum on Easing Trade Concerns

Market Data as of Week Ending: 5/2/2025 unless noted otherwise Stock prices finished the week higher, maintaining its momentum as the S&P 500, +2.94%, logged its second consecutive week of gains for the first time since January. Continued optimism around the trade...

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Stocks Rally on Hopes of De-escalating Trade War

Stocks Rally on Hopes of De-escalating Trade War

Market Data as of Week Ending: 4/25/2025 unless noted otherwise Stock prices rallied over the week, bouncing back from a sharp sell-off on Monday. The S&P 500 ended the week up +4.6%, exiting correction territory, as reports of de-escalating trade tensions between...

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Stock Prices Mixed as Volatility Settles

Stock Prices Mixed as Volatility Settles

Market Data as of Week Ending: 4/18/2025 unless noted otherwise Stock prices were mixed during the holiday-shortened week as volatility remained elevated off the highs experienced in the prior week. Contributing to the volatility was an announcement from the Trump...

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Sweeping Tariffs Send Stocks Lower

Sweeping Tariffs Send Stocks Lower

Market Data as of Week Ending: 4/4/2025 unless noted otherwise Stock prices dropped sharply after President Trump announced sweeping tariffs that increased volatility and led to the worst weekly performance of the S&P 500 (-9.56%) since March 2020. The tariffs...

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Stocks Reverse Midweek, Ending Lower After Early Gains

Stocks Reverse Midweek, Ending Lower After Early Gains

Market Data as of Week Ending: 3/28/2025 unless noted otherwise Stocks rallied at the start of the week but quickly reversed course, ending the week lower. Investors remained risk-off as consumer confidence continued to decline, and uncertainty surrounding long-term...

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Stocks Rebound Following Multi-Week Decline

Stocks Rebound Following Multi-Week Decline

Market Data as of Week Ending: 3/21/2025 unless noted otherwise Equities broke a multi-week losing streak, with most major indices ending the week higher. Performance across size and style factors was mixed. Small- and mid-caps slightly outperformed large-caps. Value...

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