Convergence Commentary
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“The market is too complicated for me to understand.”
“There’s too much going on in the world of investing to keep up with the latest news.”
Our investment research team works hard to stay on top of current events, regulatory decisions, and anything else that might impact the markets. We wrap it all up in our monthly Convergence Commentary, where we discuss market moving events from the previous month, share original content from our team, analyze relevant research and more, all to keep you in the know. No sales pitch – just education.
Previous Editions
October 2024
September 2024
Market insights for September: more record highs for stocks, lowered interest rates, and what’s to come in October
August 2024
Market insights for August: risk-off sectors lead the market, the Fed foreshadows lower rates, and what’s to come in September
July 2024
Market insights for July: sectors rotate out of technology while data supports continued disinflation to come, plus what to watch in August
June 2024
Market insights for June: inflation progress, potential signs of a slowing economy, and what to watch in July
May 2024
Market insights for May: A look into what improved and what fell short of expectations, plus what’s to come for June
April 2024
Market insights for April: month in review with a look at the end of a S&P 500 winning streak, a tougher month for equities, and what’s to come for May
March 2024
Market insights for March: month in review with a look at earnings, broadening of the market, and what’s to come for April
February 2024
Market Update: month in review with a dive into earnings, inflation, and what to come for March
January 2024
Market Update: Earnings season, rate cut uncertainty, and what to watch in February
December 2023
Market Update: US Consumers Remain Strong, Rate Cuts Signaled, and What to Watch in January
November 2023
Market Update: Uncover how strong earnings, inflation relief, and geopolitical shifts set the stage for December.
October 2023
Market Update: Rising yields and geopolitical concerns in October, but economic resilience offers hope for the long term.
September 2023
The market has a lower month, OPEC cuts production, and more.
August 2023
The market has a lower month, NVIDIA get investors excited, and 10-year Treasury rates jump. Find out more about what happened in August.
July 2023
Inflation begins to calm and rate hikes continue. What will the rest of 2023 hold for the markets?
June 2023
June saw the Federal Reserve pause its rate hike regimen. Will they continue to raise rates in July?
May 2023
The market sent mixed signals to investors in May due to varying economic conditions that indicate mixed forecasts.
April 2023
ChatGPT takes the world by storm, banks bounce back, and we continue to monitor inflation for any changes.
March 2023
How did the Silicon Valley Bank collapse affect the markets, and will the Fed continue to aggressively raise rates?
February 2023
February held a brief correction along with slightly higher inflation and interest rates. Will the volatility continue into the year? Read the February Market Commentary here.
January 2023
The first month of 2023 was off to a good start as stocks rose and CPI came in lower. Will the momentum continue into the year? Read the January Market Commentary here.
December 2022
Our year in review. Inflation beginning to slow down, and our outlook on potential 2023 market conditions. Read the December 2022 Market Commentary here.
November 2022
The market continued to bounce back in November, FTX’s collapse, Elon Musk’s ability to manage Twitter and Tesla, and slowing inflation. Read the November 2022 Market Commentary here.
October 2022
The market has a great October, inflation continues despite Federal Reserve intervention, and OPEC+ cuts the production of oil. Read the October 2022 Market Commentary here.
September 2022
Equity markets experience further volatility, CPI doesn’t respond as expected, and the Fed continues to attempt a soft landing. Read the September 2022 Market Commentary here.
August 2022
Fed announcements impact equity markets, and Powell confirms the rate raises will continue until inflation cools. Read the August Market Commentary here.
July 2022
The Fed raises interest rates by 75 bp, equity markets see a great month, and potential good news for inflation. Read the July 2022 Convergence Commentary here.
June 2022
May 2022
Walmart and Target report poor earnings, the Fed assures no 75-bp interest rate hikes, and inflation shows signs of slowing. Read the Convergence Commentary May 2022 here.
April 2022
Disappointing earnings, a brief yield curve inversion, Fed commentary that moves the market, and more from April’s news. Read the April 2022 Convergence Commentary here.
Market insights for October: Mixed job numbers, falling stock prices, and a historical look at performance between presidential parties and the stock market
Read the October 2024 Market Commentary here.