Written by: Trek Investment Committee Key Takeaways Equity markets recovered during the second quarter despite continued geopolitical and policy uncertainty. Economic growth slowed but remained positive, an important distinction from an outright contraction. The Federal Reserve maintained a…
Written by: Trek Investment Committee Markets U.S. equities were volatile in the first quarter, with most of the turbulence concentrated late in the period as the conflict with Iran escalated. Early March brought sharp declines as stocks fell alongside…
Written by: Trek Investment Committee Annual Gains Among Muted Volatility1 Despite elevated policy and geopolitical uncertainty late in the year, U.S. equity markets finished 2025 with double-digit gains across major indexes. According to Reuters’ year-end market wrap, even though…
Written by: Trek Investment Committee Markets usually slow in the third quarter, but this year was different. Stocks kept rising through July, August, and September, with the Dow finishing the quarter at a record high. The Federal Reserve made…
Written by: Trek Investment Committee Equity Market Performance in Q2 2025 Despite a rocky start to the quarter, U.S. stocks staged a powerful rebound in Q2 2025. The S&P 500 surged roughly 11% over the quarter, lifting the…
Written by: Trek Investment Committee As we close the books on the first quarter of 2025, investors have faced a complex landscape shaped by shifting economic signals, evolving Fed policy expectations, and ongoing global uncertainties. While markets have remained…
Written by: Benjamin Bimson CIMA®, CMT® / CIO, Trek Financial Last week was certainly busy in the markets, with two themes playing key roles in the potential direction of markets this year. The first being the Fed. The Fed…