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Archived Client Resources

Weekly Economic Update

October 28th, 2024

Weekly Market Insights | October 28th, 2024Stocks Mixed Ahead of Election Stocks were mixed last week as fresh economic data points and election-related uncertainty slowed market momentum. The Standard & Poor’s 500 Index fell 0.96 percent, while the Nasdaq...

October 21st, 2024

Weekly Market Insights | October 21st, 2024Sixth Week of Gains on Wall Street Stocks posted modest gains last week, with quarterly earnings season in full swing and the election on the horizon. The Standard & Poor’s 500 Index increased 0.85 percent, while the...

October 14th, 2024

Weekly Market Insights | October 7th, 2924Mixed Data Leaves Investors Anxious Stocks advanced last week despite mixed inflation data, lurching oil prices, and lingering anxiety about the Middle East. The Standard & Poor’s 500 Index gained 1.11 percent, while the...

October 7th, 2024

Weekly Market Insights | October 7th, 2924Market Rallies But Ends Week Flat Stocks were essentially unchanged last week as geopolitical tensions added some volatility to an otherwise quiet trading week. The Dow Jones Industrial Average was flat (+0.09 percent), while...

September 30th, 2024

Weekly Market Insights | September 30th, 2024Rate Cut Momentum; D.C. Averts Shutdown Stocks moved higher last week, continuing to build on the momentum generated after the Federal Reserve decided to cut short-term rates by 0.50 percent. The Standard & Poor’s 500...

September 23rd, 2024

Weekly Market Insights | September 23rd, 2024Fed Cuts Interest Rate by Half-Point Stocks moved higher last week after the Federal Reserve’s half-point rate cut, bolstered by multiple data points supporting a cooling but still strong economy and decelerating inflation....

September 16th, 2024

Weekly Market Insights | September 16th, 2024Stocks Rally Ahead of Fed Meeting   Stocks rallied last week as investors received better-than-expected consumer and producer inflation data. The Dow Jones Industrial Average rose 2.60 percent, while the Standard &...

September 9th, 2024

Weekly Market Insights | September 9th, 2024Rough Start, Unsettling End.   Stocks fell last week as soft economic data rattled investors focused on the Fed’s next move with interest rates. The Dow Jones Industrial Average lost 2.93 percent, while the Standard...

September 2nd, 2024

Weekly Market Insights | September 3rd, 2024Pressure on the Nasdaq and S&P 500   There were mixed results for stocks last week as upbeat economic data and a critical Q2 corporate report shaped the week. The Dow Jones Industrial Average rose 0.94 percent,...

August 26th, 2024

Weekly Market Insights | August 26th, 2024The Dow Jones Industrial Average picks up.   Stocks notched a solid gain as dovish comments from Federal Reserve officials boosted the market’s recovery from early August lows. The Standard & Poor’s 500 Index rose...

Monthly Economic Update

September 2021

In this month’s recap: Stocks rallied, fueled by an improving labor market, strong corporate earnings, and clarity on Fed tapering plans. Monthly Economic Update Presented by Bob Polley, September 2021 U.S. Markets Signs of an improving labor market, strong corporate...

August 2021

In this month’s recap: Stocks notched a solid gain as investors looked past higher inflation and new COVID-19 cases. Monthly Economic Update Presented by Bob Polley, August 2021 U.S. Markets Last month, the stock market posted a solid gain, overcoming investors’ fears...

July 2021

In this month’s recap: Stocks moved higher as investors looked past accelerating inflation and the Fed’s pivot on monetary policy. Monthly Economic Update Presented by Bob Polley, July 2021   U.S. Markets Stocks moved higher last month as investors looked past...

June 2021

In this month’s recap: Stocks traded in a narrow range as technology and other high-valuation companies were under selling pressure. Monthly Economic Update Presented by Bob Polley, June 2021 U.S. Markets Stocks traded in a narrow range in May, with technology and...

May 2021

In this month’s recap: Stocks notched a solid gain, fueled by a succession of positive economic reports and a strong start to the first-quarter earnings season. Monthly Economic Update Presented by Bob Polley, May 2021 U.S. Markets A succession of robust economic...

April 2021

In this month’s recap: Stocks posted solid gains due to improving economic conditions and widening vaccination programs. However, tech and high-growth stocks played a limited role in the rally. Monthly Economic Update Presented by Bob Polley, April 2021 U.S. Markets...

March 2021

In this month’s recap: The burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks. Monthly Economic Update Presented by Bob Polley, March 2021 U.S. Markets Stocks notched a solid gain in February thanks to growing optimism surrounding...

February 2021

In this month’s recap: As the month came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions. Monthly Economic Update Presented by Polley Financial Group, February 2021 U.S. Markets...

January 2021

In this month’s recap: Stocks closed the year with a solid rally, fueled by the rollout of multiple COVID-19 vaccines and the signing of a new fiscal relief bill. Monthly Economic Update Presented by Bob Polley, January 2021 U.S. Markets A tumultuous year ended on a...

December 2020

In this month’s recap: Stock prices powered higher and energized investors thanks to a month-long succession of positive news events. Monthly Economic Update Presented by Polley Financial Group, LLC, December 2020 U.S. Markets Stock prices powered higher and...

Quarterly Economic Update

Quarter 4 -2020

In this Q4 recap: the appearance of two COVID-19 vaccines gives businesses and consumers hope and lifts stocks; U.S. lawmakers approve a second financial stimulus; European negotiators sign off on a post-Brexit trade deal. Quarterly Economic Update A review of Q4...

Quarter 3 – 2020

In this Q3 recap: stocks post further 2020 gains as the economy bounces back and the Federal Reserve announces a shift in its approach to inflation. Quarterly Economic Update A review of Q3 2020, Presented by Bob Polley THE QUARTER IN BRIEF The summer brought an...

Quarter 2 -2020

In this Q2 recap: the economy measures the impact of the coronavirus threat; the stock market rises with help from a dovish Federal Reserve and a rebound in some economic indicators; oil prices and mortgage rates touch historic lows. Quarterly Economic Update A review...

Quarter 1 – 2020

In this Q1 recap: COVID-19 hits the United States, followed by heavy economic volatility, government stimulus, and an as-yet untold human cost. Quarterly Economic Update A review of Q1 2020, Polley Financial Group, Inc. THE QUARTER IN BRIEF The spread of COVID-19 sent...

Quarter 4 – 2019

In this Q4 recap: Equities maintain their momentum to close out a strong year on Wall Street, helped by a slight thaw in the U.S.-China trade dispute and some better-than-expected domestic economic data. Quarterly Economic Update A review of Q4 2019, Presented by...

Quarter 3 – 2019

In this Q3 recap: the U.S. and China intensify their trade dispute, but agree to negotiate again, the Federal Reserve cuts short-term interest rates once more, and stocks ride through some volatility to end the summer higher.   Quarterly Economic Update Q3 2019 |...

Quarter 2 – 2019

In this Q2 recap: stocks rise, fall, and then soar, as the Federal Reserve shifts its thinking and new chapters unfold in the ongoing U.S.-China trade dispute. Quarterly Economic Update Q2 2019 | Presented by Polley Financial THE QUARTER IN BRIEFThe S&P 500...

Quarter 1 – 2019

In this Q1 recap: the Federal Reserve alters its outlook, the truce in the trade dispute holds, the real estate market strengthens, and stocks make an impressive comeback from Q4, even as growth concerns mount. Quarterly Economic Update Q1 2019 | Presented by Polley...

Quarter 4 – 2018

In this Q4 recap: waves of volatility hit Wall Street, trade pacts and disputes make headlines, oil takes a plunge, and the economy continues to perform well. Q4 2018 | Presented by Polley Financial THE QUARTER IN BRIEF Wall Street saw many ups and downs in the last...

Quarter 3 – 2018

In this Q3 recap: stocks climb, U.S. economic indicators shine, yearly inflation decreases slightly, and a trade war gets underway. Quarterly Economic Update A review of Q3 2018, Presented by Bob Polley   THE QUARTER IN BRIEF The third quarter of 2018 shall be...

Monthly Retirement InSight

September 2021

In this month’s recap: Stocks rallied, fueled by an improving labor market, strong corporate earnings, and clarity on Fed tapering plans. Monthly Economic Update Presented by Bob Polley, September 2021 U.S. Markets Signs of an improving labor market, strong corporate...

August 2021

In this month’s recap: Stocks notched a solid gain as investors looked past higher inflation and new COVID-19 cases. Monthly Economic Update Presented by Bob Polley, August 2021 U.S. Markets Last month, the stock market posted a solid gain, overcoming investors’ fears...

July 2021

In this month’s recap: Stocks moved higher as investors looked past accelerating inflation and the Fed’s pivot on monetary policy. Monthly Economic Update Presented by Bob Polley, July 2021   U.S. Markets Stocks moved higher last month as investors looked past...

June 2021

In this month’s recap: Stocks traded in a narrow range as technology and other high-valuation companies were under selling pressure. Monthly Economic Update Presented by Bob Polley, June 2021 U.S. Markets Stocks traded in a narrow range in May, with technology and...

May 2021

In this month’s recap: Stocks notched a solid gain, fueled by a succession of positive economic reports and a strong start to the first-quarter earnings season. Monthly Economic Update Presented by Bob Polley, May 2021 U.S. Markets A succession of robust economic...

April 2021

In this month’s recap: Stocks posted solid gains due to improving economic conditions and widening vaccination programs. However, tech and high-growth stocks played a limited role in the rally. Monthly Economic Update Presented by Bob Polley, April 2021 U.S. Markets...

March 2021

In this month’s recap: The burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks. Monthly Economic Update Presented by Bob Polley, March 2021 U.S. Markets Stocks notched a solid gain in February thanks to growing optimism surrounding...

February 2021

In this month’s recap: As the month came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions. Monthly Economic Update Presented by Polley Financial Group, February 2021 U.S. Markets...

January 2021

In this month’s recap: Stocks closed the year with a solid rally, fueled by the rollout of multiple COVID-19 vaccines and the signing of a new fiscal relief bill. Monthly Economic Update Presented by Bob Polley, January 2021 U.S. Markets A tumultuous year ended on a...

December 2020

In this month’s recap: Stock prices powered higher and energized investors thanks to a month-long succession of positive news events. Monthly Economic Update Presented by Polley Financial Group, LLC, December 2020 U.S. Markets Stock prices powered higher and...

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Phone: 480-921-7706
Fax: 877-577-7706

 

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Fax: 877-577-7706

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