Sellwood Insights

Updates about our firm, markets, and our investment research.

First Quarter 2025 Market Snapshot

Download (PDF, 481KB) First Quarter 2025: When It Rains, It Rains on Everyone The first quarter of 2025 marked a reversal for U.S. equities, as optimism gave way to uncertainty. A combination of shifting trade policies, a weakening dollar, and a cooling technology sector weighed on markets, sending the S&P

Read More >

Fourth Quarter 2024 Market Snapshot

Download (PDF, 481KB) Fourth Quarter 2024: Saddle Up: The Magnificent Seven Ride Again, Leaving Others in the Dust Amid worrisome global turmoil, more modest rate cuts than anticipated, and a US election reversal, mega-cap tech giants powered the S&P 500 to 57 record closes in 2024, along the way to

Read More >

Third Quarter 2024 Market Snapshot

The third quarter’s mixed economic news and the Fed’s first rate cut in four years brought, paradoxically, both the return of market volatility and new stock market highs.
Read More >

Second Quarter 2024 Market Snapshot

Second Quarter 2024: Artificial Intelligence or Artificial Highs? The second quarter of 2024 capped a strong first half of the year, with the artificial intelligence ("AI") frenzy propelling stocks to gains despite a backdrop of tempered expectations for Federal Reserve interest-rate cuts. The S&P 500 climbed over 4% in the
Read More >

First Quarter 2024 Market Snapshot

The first quarter of 2024 saw new highs in global stock markets, despite the backdrop of higher-for-longer interest rates. Initially fueled by expectations of aggressive rate cuts this year, investors saw robust gains in the US stock market, as economic data continued to surprise on the upside. The S&P 500
Read More >

Subscribe to Insights

Receive a quarterly summary of all of the research we post here. That's all we'll use your email address for.