Recent News and Insights
Market Commentary: August 19, 2026
Two of the main headwinds facing U.S. equity markets are inflation and rising long-term interest rates. While inflation remains sticky, the most recent CPI data showed some easing in price pressures. However, attention has increased on the Treasury yield curve, and by extension, what interest rates and the scale of U.S. Treasury debt issuance are signaling about America's fiscal health.
Stock Market Today: Indexes rebound after Plunging Friday; Oil Pares Gains After Trump Says Israel, Iran ‘Looking to Do an Immediate Ceasefire’
Investopedia - Hank Smith, Director and Head of Investment Strategy at Haverford Trust, was [...]
Market Commentary: June 2, 2026
Timothy A. Hoyle, CFA, Chief Investment Officer thoyle@haverfordquality.com Markets End May on a High. [...]
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Since the administration capitulated to market forces on April 9th, significant progress has been made in three distinct areas of Trump’s big gamble of imposing wide-ranging tariffs. As of Friday, May 23rd, the S&P 500 has increased by roughly 17% during this period.
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CNBC - John Donaldson, CFA, Vice President - Director of Fixed Income, was polled [...]
On May 7, we held the 2025 Investors Forum, featuring Dan Clifton, D.C. insider [...]
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The news last week included numerous market-moving events, which appears to be the norm at present. In the midst of this activity we held our 2025 Investors Forum featuring D.C. policy research expert Dan Clifton, Head of Washington Policy Research from Strategas. Dan clarified recent news while sharing his views on the current state of the policy debate in D.C.
One hundred days into the Trump administration many investors are feeling bruised and battered. Those hoping for a focus on regulatory rollback and tax reforms have instead endured the upending of trade policy and verbal barbs aimed at the Federal Reserve Chair.
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Delco.Today – Haverford’s Speaking of Quality: Wealth Management Insights podcast was featured in a Delco.Today article, [...]
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The top corporate brands in the world are a who’s who of multinational corporations with loyal customers built across years of successful innovation and customer service. Warren Buffet compares a strong brand to a moat around the business, keeping rivals at bay.
On April 7, 2025, we hosted a call to address our clients' frequently asked [...]
