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data-epi-type="content"> <div class="container"> <div class="w-full"> <div class="section-header text-left"> <H1 class=""> MARKET INSIGHTS </H1> </div> <div class="content-area"> </div> </div> </div> </section> </div><div class=" PageContent"> <section class="container default" id="tabset-sticky-tab-market-insights-years"> </section> <section class="details-tabset container bg-colorInsuranceBlueDark " data-tabset-id="tabset-sticky-tab-market-insights-years"> <h2 id="details-tabset__title" hidden></h2> <details name="sticky-tab-market-insights-years" data-tab-id="tab-block-87488" data-skip-saving-tab-height> <summary> <span>2026</span> </summary> <article> <div> <section class="score-stripe justify-start align-start default story-card-main-wrapper default" style="" data-epi-type="content"> <div class="container justify-start align-start"> <div class="w-full"> <div class="content-area text-left"> <div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> July 2026 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <p><em>7/8/2026</em><br />As we cross the midway point, 2026 is shaping up to be a bang-up year for stocks, including Real Estate, which was the second-best performing equity asset after Small Caps.</p> </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/july-2026/" data-target="" data-toggle="" > Continue Reading: Market Insights July 2026 </a> </div> </div> </div> </div><div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> June 2026 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <p><em>6/8/2026</em><br />May 13th marked one of the most consequential leadership transitions in Federal Reserve history. Kevin Warsh was confirmed as Fed Chair by the narrowest margin and took the helm on May 22nd. Despite a history of leaning “hawkish,” many believe that Warsh is a rubber stamp for President Trump’s lower interest rate demands.</p> </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/june-2026/" data-target="" data-toggle="" > Continue Reading: Market Insights June 2026 </a> </div> </div> </div> </div><div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> May 2026 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <p><em>5/5/2026</em><br />In April, the US military operation against Iran took a strategic turn as the Trump administration pivoted from intense bombing of the Iranian interior to the imposition of a naval blockade against ships transiting Iranian ports following the announcement of a Cease Fire.</p> </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/may-2026/" data-target="" data-toggle="" > Continue Reading: Market Insights May 2026 </a> </div> </div> </div> </div><div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> April 2026 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <p><em>4/8/2026</em><br />Investors were and are rightly concerned about the global economic impact resulting from a substantial reduction in the flow of oil and gas due to the closing of the Strait of Hormuz.</p> </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/april-2026/" data-target="" data-toggle="" > Continue Reading: Market Insights April 2026 </a> </div> </div> </div> </div><div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> March 2026 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <em>3/5/2026</em><br />The old saying “in like a lion, out like a lamb” to describe March certainly applies this year. The March 1st joint US/Israeli strike on Iran kickstarted a ferocious air/sea battle in the middle east. </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/march-2026/" data-target="" data-toggle="" > Continue Reading: Market Insights March 2026 </a> </div> </div> </div> </div><div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> February 2026 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <em>2/4/2026</em><br />AI continued to be a hot topic in January and its impact on economic and market activity is pervasive. But the real story is the crazy action in precious metals. </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/february-2026/" data-target="" data-toggle="" > Continue Reading: Market Insights February 2026 </a> </div> </div> </div> </div><div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> January 2026 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <em>1/5/2026</em><br />The past year was eventful, to say the least. Before turning the page to 2026 it is worth reflecting on a few key events and themes that drove narratives and impacted markets in 2025. </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/january-2026/" data-target="" data-toggle="" > Continue Reading: Market Insights January 2026 </a> </div> </div> </div> </div> </div> </div> </div> </section> </div> </article> </details> <details name="sticky-tab-market-insights-years" data-tab-id="tab-block-87487" data-skip-saving-tab-height> <summary> <span>2025</span> </summary> <article> <div> <section class="score-stripe justify-start align-start default story-card-main-wrapper default" style="" data-epi-type="content"> <div class="container justify-start align-start"> <div class="w-full"> <div class="content-area text-left"> <div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> December 2025 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <em>12/3/2025</em><br />I trust that everyone had a joyful and relaxing Thanksgiving break with family and friends. </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/december-2025/" data-target="" data-toggle="" > Continue Reading: Market Insights December 2025 </a> </div> </div> </div> </div><div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> November 2025 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <em>11/5/2025</em><br />ith the federal government shutdown ongoing throughout October, there is little official economic data to report on. </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/november-2025/" data-target="" data-toggle="" > Continue Reading: Market Insights November 2025 </a> </div> </div> </div> </div><div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> October 2025 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <em>10/7/2025</em><br />As expected, the Federal Reserve cut interest rates by 25 basis points at the September meeting. </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/october-20252/" data-target="" data-toggle="" > Continue Reading: Market Insights October 2025 </a> </div> </div> </div> </div><div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> September 2025 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <em>9/3/2025</em><br />Probably the biggest takeaway from the recently concluded Jackson Hole economic conference was Fed Chair Jerome Powell all but guaranteeing a cut in the Fed Funds rate at the September 17th Federal Reserve Board meeting. </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/september-2025/" data-target="" data-toggle="" > Continue Reading: Market Insights September 2025 </a> </div> </div> </div> </div><div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> August 2025 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <em>8/5/2025</em><br />July was another busy month on the tariff front. The big breakthrough was an agreement with the European Union. </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/august-2025/" data-target="" data-toggle="" > Continue Reading: Market Insights August 2025 </a> </div> </div> </div> </div><div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> July 2025 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <em>7/7/2025</em><br />What a month June was! So much has happened around the globe that the biggest challenge in writing this month’s Market Insights is picking what to focus on. </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/july-2025/" data-target="" data-toggle="" > Continue Reading: Market Insights July 2025 </a> </div> </div> </div> </div><div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> June 2025 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <em>6/3/2025</em><br />Someone recently joked to me that the BBB or “Triple-B”, short for Trump’s “Big Beautiful Bill,” was a forecast for the US’ sovereign credit rating. </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/june-2025/" data-target="" data-toggle="" > Continue Reading: Market Insights June 2025 </a> </div> </div> </div> </div><div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> May 2025 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <em>5/9/2025</em><br />President Trump’s April 2<sup>nd</sup> “Liberation Day” tariff announcements certainly liberated financial market volatility. </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/may-2025/" data-target="" data-toggle="" > Continue Reading: Market Insights May 2025 </a> </div> </div> </div> </div><div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> April 2025 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <em>4/3/2025</em><br />The reality of the early months of the new administration is that the war in Ukraine shows no signs of abating. The situation for Israel and the Gaza Strip remains very tense and domestic economics have now been dominated by the impact that tariffs may have on inflation. </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/april-2025/" data-target="" data-toggle="" > Continue Reading: Market Insights April 2025 </a> </div> </div> </div> </div><div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> March 2025 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <em>3/5/2025</em><br />After emerging from 2024, all eyes were on President Trump and the changes he would seek to make in his second, though disjointed, term. </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/march-2025/" data-target="" data-toggle="" > Continue Reading: Market Insights March 2025 </a> </div> </div> </div> </div><div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> February 2025 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <em>2/4/2025</em><br />January was an interesting month in the markets and in our nation. We witnessed the peaceful hand off of power from the Biden administration to the Trump administration and then the gloves came off! </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/february-2025/" data-target="" data-toggle="" > Continue Reading: Market Insights February 2025 </a> </div> </div> </div> </div><div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> January 2025 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <em>1/7/2025</em><br />We can put another year in the books! With 2024 coming to a close, there will be any number of market recaps for us all to review and consider what this means for 2025…and beyond. </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/january-2025/" data-target="" data-toggle="" > Continue Reading: Market Insights January 2025 </a> </div> </div> </div> </div> </div> </div> </div> </section> </div> </article> </details> <details name="sticky-tab-market-insights-years" data-tab-id="tab-block-87486" data-skip-saving-tab-height> <summary> <span>2024</span> </summary> <article> <div> <section class="score-stripe justify-start align-start default story-card-main-wrapper default" style="" data-epi-type="content"> <div class="container justify-start align-start"> <div class="w-full"> <div class="content-area text-left"> <div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> November 2024 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <em>11/7/2024</em><br />I hope President Trump endeavors to pull the country together because the level of divisiveness is significant. Our differences on key items such as abortion, border politics, and economic priorities will remain. </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/november-2024/" data-target="" data-toggle="" > Continue Reading: Market Insights November 2024 </a> </div> </div> </div> </div><div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> October 2024 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <em>10/4/2024</em><br />As inflation continued to slow, there was extensive speculation that the Fed would finally start reducing interest rates. </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/october-2024/" data-target="" data-toggle="" > Continue Reading: Market Insights October 2024 </a> </div> </div> </div> </div><div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> September 2024 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <em>9/9/2024</em><br />The bond market has been watching the Fed to see when and how much they will reduce the Federal Funds rate. </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/september-2024/" data-target="" data-toggle="" > Continue Reading: Market Insights September 2024 </a> </div> </div> </div> </div><div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> August 2024 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <em>8/5/2024</em><br />For July, the Bloomberg 1000 Total Return Index returned 1.41%. The Bloomberg 1000 Growth Index returned -0.11% and the Bloomberg 1000 Value Index returned 5.12%. </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/august-2024/" data-target="" data-toggle="" > Continue Reading: Market Insights August 2024 </a> </div> </div> </div> </div><div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> July 2024 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <em>7/10/2024</em><br />Well, half of the year is in the bag! The Bloomberg 500 Total Return Index returned 15.1% for the first six months of the year. </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/july-2024/" data-target="" data-toggle="" > Continue Reading: Market Insights July 2024 </a> </div> </div> </div> </div><div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> June 2024 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <em>6/3/2024</em><br />This year, KoCAA has switched our mutual fund benchmarks to Bloomberg’s suite of market indices. Going forward, we will quote the Bloomberg index returns in Market Insights and CIO Corner. </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/june-2024/" data-target="" data-toggle="" > Continue Reading: Market Insights June 2024 </a> </div> </div> </div> </div><div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> May 2024 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <em>5/3/2024</em><br />April was a busy month in the capital markets, the economy, and the political world. </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/may-2024/" data-target="" data-toggle="" > Continue Reading: Market Insights May 2024 </a> </div> </div> </div> </div><div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> April 2024 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <em>4/2/2024</em><br />Every month, John Hoag of our client service team, harangues me until I complete Market Insights. Mercifully, I remembered and told John I would write it today, April 2<sup>nd</sup>, and hopefully it will not only be fast, but useful and interesting as well. </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/april-2024/" data-target="" data-toggle="" > Continue Reading: Market Insights April 2024 </a> </div> </div> </div> </div><div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> March 2024 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <em>3/1/2024</em><br />For the month of February, the stock market, as measured by the S&P 500, returned 5.4%<sup>1</sup>. The market continued to enjoy strong flows while trying to gauge the next move by the Fed. </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/march-2024/" data-target="" data-toggle="" > Continue Reading: Market Insights March 2024 </a> </div> </div> </div> </div><div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> February 2024 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <em>2/1/2024</em><br />For the month of January, the stock market, as measured by the S&P 500, returned 1.7%<sup>1</sup>. The equity market has been watching the Fed very closely for clues on when the Federal Reserve might want to start cutting the Federal Funds rate. </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/february-2024/" data-target="" data-toggle="" > Continue Reading: Market Insights February 2024 </a> </div> </div> </div> </div><div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> January 2024 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <em>1/1/2024</em><br />Well, 2023 is over and 2024 has just begun. We want to wish everyone a healthy and prosperous New Year. As we reflect on the markets, my first course of action this morning after logging in to Bloomberg was to calculate the annualized return for the S&P 500 for the period of 12/31/21 to 12/31/23; with dividends reinvested, the index had an annualized return of 1.7%<sup>1</sup>. </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/january-2024/" data-target="" data-toggle="" > Continue Reading: Market Insights January 2024 </a> </div> </div> </div> </div> </div> </div> </div> </section> </div> </article> </details> <details name="sticky-tab-market-insights-years" data-tab-id="tab-block-87485" data-skip-saving-tab-height> <summary> <span>2023</span> </summary> <article> <div> <section class="score-stripe justify-start align-start default story-card-main-wrapper default" style="" data-epi-type="content"> <div class="container justify-start align-start"> <div class="w-full"> <div class="content-area text-left"> <div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> December 2023 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <em>12/1/2023</em><br />The stock market saw very strong gains in November with the S&P 500 returning 9.1%, with dividends reinvested. </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/december-2023/" data-target="" data-toggle="" > Continue Reading: Market Insights December 2023 </a> </div> </div> </div> </div><div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> November 2023 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <em>11/1/2023</em><br />This Market Insights is a few days late because I am just getting back into the swing of things after a trip to Rome last week in which I was asked to participate in a conference on Mensuram Bonam. </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/november-2023/" data-target="" data-toggle="" > Continue Reading: Market Insights November 2023 </a> </div> </div> </div> </div><div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> October 2023 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <em>10/1/2023</em><br />The Federal Reserve Bank of San Francisco expects excess savings to be entirely depleted by the end of the third quarter. </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/october-2023/" data-target="" data-toggle="" > Continue Reading: Market Insights October 2023 </a> </div> </div> </div> </div><div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> September 2023 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <em>9/1/2023</em><br />Every summer, we have two or three interns in the KOCAA offices to help with a number of tasks. I always tell them that I am not sure they will love the job, but by the end of their internship, they will certainly know what it means to be a securities analyst. </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/september-2023/" data-target="" data-toggle="" > Continue Reading: Market Insights September 2023 </a> </div> </div> </div> </div><div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> August 2023 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <em>8/1/2023</em><br />The Knights of Columbus annual convention occurs the first Tuesday of August and as this was August 1, the convention was as early as it can possibly be. </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/august-2023/" data-target="" data-toggle="" > Continue Reading: Market Insights August 2023 </a> </div> </div> </div> </div><div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> July 2023 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <em>7/1/2023</em><br />We are at a very interesting crossroads in the U.S. economy. On the one hand we are still awaiting the most predicted recession in our history. </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/july-2023/" data-target="" data-toggle="" > Continue Reading: Market Insights July 2023 </a> </div> </div> </div> </div><div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> June 2023 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <em>6/1/2023</em><br />The dance is almost over. Speaker Kevin McCarthy and President Biden seemed to have come to an agreement to increase the debt ceiling and it has passed the House with bipartisan support as the vote tally was 314-117. </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/june-2023/" data-target="" data-toggle="" > Continue Reading: Market Insights June 2023 </a> </div> </div> </div> </div><div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> May 2023 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <em>5/1/2023</em><br />This month has continued the economic challenges as the most predicted recession in history has not yet arrived, but we believe compelling evidence is building for an impending slowed down. </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/may-2023/" data-target="" data-toggle="" > Continue Reading: Market Insights May 2023 </a> </div> </div> </div> </div><div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> April 2023 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <em>4/1/2023</em><br />Every month as I sit to write this essay, I try to focus on a current theme (I will come to Silicon Valley Bank, I promise!). </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/april-2023/" data-target="" data-toggle="" > Continue Reading: Market Insights April 2023 </a> </div> </div> </div> </div><div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> March 2023 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <em>3/1/2023</em><br />The world and the markets remain quite complicated. Domestically, we are still dealing with the environmental mess from the train derailment in Ohio. </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/march-2023/" data-target="" data-toggle="" > Continue Reading: Market Insights March 2023 </a> </div> </div> </div> </div><div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> February 2023 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <em>2/1/2023</em><br />The capital markets provided a reprieve for wary investors after the stock market slump in 2022. For January, the S&P 500 returned 6.3%<sup>1</sup> and that allowed investors to feel at least some relief. </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/february-2023/" data-target="" data-toggle="" > Continue Reading: Market Insights February 2023 </a> </div> </div> </div> </div><div class=" w-4col"> <div class="story-card-block "> <div class="story-card-detail-sec"> <div class="story-card-content"> <div class="story-card-title"> <H4 class=" headlineL"> January 2023 </H4> </div> <div class="story-card-description" > <div class="rich-text "> <em>1/1/2023</em><br />I will ask for your indulgence regarding the length of this month’s Market Insights. </div> </div> </div> <div class="story-card-link"> <a class="score-button default md link GTMBUTTON" target="_self" rel="" href="/news/market-insights/january-2023/" data-target="" data-toggle="" > Continue Reading: Market Insights 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