Recent News and Insights
Kevin Warsh’s Fed is not expected to make any changes to rates for a while, according to CNBC Fed Survey
CNBC - John Donaldson, Vice President and Director of Fixed Income at Haverford Trust, [...]
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 [...]
The market officially ended the President’s post-election honeymoon as the S&P 500 traded into correction territory on March 13, down 10% from the all-time high in mid-February. The last few weeks have been chaotic, to say the least. Regardless of one’s views on the President’s policies and goals, most Americans wish he would be more consistent with his messaging and follow through. Along with Treasury Secretary Scott Bessent’s talking points, the markets are hearing ‘pull back’.
The S&P 500 closed Friday down for the week, but remains just 3% off its all-time high set only nine days prior. However, it may feel worse. Keeping pace of headlines during the past month has been difficult and discerning the news from the noise even more so. The news cycle and markets are moving so quickly, it’s like listening to an audio book set at 2x read-back speed; as hard as you try to follow the narrator, it’s just too fast to keep up.
It has been 21 days since the inauguration and 1 day since the Eagles won Super Bowl LIX, yet it feels like months of news headlines have occurred. On one hand, as Disruptor in Chief, President Trump has ushered in a period of unprecedented policy uncertainty. On the other hand, his mission is certain and his motives and methods are clear.
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Halie O'Shea, Vice President & Director of Research hoshea@haverfordquality.com Is the "January Effect" real? [...]
Haverford's research and executive leaders analyze the current market landscape and outline key expectations [...]
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Tim Hoyle, Chief Investment Officer thoyle@haverfordquality.com Post-Election Optimism As we approach the Thanksgiving holiday, [...]
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Tim Hoyle, Chief Investment Officer thoyle@haverfordquality.com Stocks Extend Their Gains in Post Election Rally [...]
As we reflect on the third quarter of 2024, we are pleased to share [...]
