Pullbacks Are Common, Progress Is Persistent: The S&P 500 in Perspective
In 2026 equities have delivered an eventful ride, with volatility picking up in recent weeks amid geopolitical tensions.
Chart of the Week
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Market Reactions to Geopolitical Conflicts
Escalating tensions and military activity across the Middle East sent an immediate jolt globally, as financial markets opened the week of March 2nd, 2026.
Will 2026 See a More Hawkish Fed?
Broadly in line with market expectations, the Federal Reserve held its Policy Rate unchanged at 3.5–3.75%, effectively pausing the rate-cutting cycle that began in September 2025.
Record-Low S&P 500 Dividend Yields
The S&P 500 Index closed out 2025 with a dividend yield of 1.14%, its lowest level since 2000 and far below its long‑term average of around 2.5-3%.
Have the “Magnificent-7” Lost Their Touch?
The innovative, tech‑forward stocks that comprise the “Magnificent-7” rose to prominence in recent years, delivering outsized performance in 2023 and 2024.
10 Years of Returns - Will 2025 Trends Continue?
Happy New Year from our team to yours, wishing you a wonderful year ahead!