• Market Update

    Posted on October 20, 2017 by Gemmer Asset

      A 30-Year Anniversary   Has it really been 30 years??!! The biggest percentage decline in the Dow ever is hard to forget. After all, you don’t often see almost a quarter of an index’s value wiped out in a single day. Some speculative biotech stock maybe, but the Dow??     But contrary to almost everyone’s expectation, a global depression didn’t come hot on the heels of the crash. Actually, the bull market ran…
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  • Market Update

    Posted on October 2, 2017 by Gemmer Asset

      It has been an interesting couple of weeks in the markets with a significant rotation among asset classes starting around the Fed meeting on September 20th. As we touch on below, the Fed basically reaffirmed that they want to raise interest rates in December, countering those who thought they might wait given the tame inflation data. The broad equity market in the US has taken the news in stride, helped in part by the…
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  • Market Update

    Posted on September 15, 2017 by Gemmer Asset

      A solid week for the equity markets around the world. U.S. stocks advanced between +1.6% and +2.3% while the overseas markets were generally higher. Japan added +3.3% while both Germany and France were up 1.8%. Mainland Chinese stocks bucked the trend losing -0.4%, but Hong Kong added +1.3%.   Inflation ticked up in August (more below) and bond yields popped higher.  The yield on the 10-year Treasury increased from 2.06% last Friday to 2.21%…
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  • Market Update

    Posted on September 8, 2017 by Gemmer Asset

        A lot has been thrown at the markets the last couple weeks. North Korea, hurricanes, the debt ceiling are at the top of a pretty long list. All in all stocks have held up pretty well while bond yields have fallen. This week domestic equities dipped with the S&P down -0.6% and small-cap stocks -1.1%. For U.S. investors overseas developed stocks did well largely because of dollar weakness/euro and yen strength. The developed…
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  • Market Update

    Posted on August 21, 2017 by Gemmer Asset

      It was mixed week in the global equity markets. U.S. stocks were broadly lower with the S&P 500 dipping -0.7% while small-cap stocks were off over -1%. The international markets, however, were higher. The developed EAFE index advanced +0.4% while emerging equities were up +1.7%. China, Germany, and France were all up over +1% while Brazil was up +2.0%.   It is always tough to pin a catalyst on market moves, but politics is…
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  • Market Update

    Posted on August 4, 2017 by Gemmer Asset

      It was a quiet week in the markets with modest changes in both stocks and bonds. For the week, the S&P 500 was up fractionally (+0.2%) while the NASDAQ dipped -0.4%. Small-caps underperformed with a -1.2% loss while international stocks outperformed. The EAFE was up +1.0% while EM equities were up +0.5%. Hong Kong and Brazilian equities stand out with over +2% returns on the week.   Bond yields were little changed week-over-week, although…
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  • Market Update

    Posted on July 28, 2017 by Gemmer Asset

      We saw a bit of a correction in the domestic equity markets this week, but international stocks posted gains, due in part to a weak dollar. The S&P dipped a fraction (-0.02%) while the small-cap Russell 2000 slipped -0.5. The NASDAQ closed -0.2% lower. The international markets bucked the trend with the EAFE up +0.4% and emerging +0.3%. The advance in equities over the last few months has been relentless. It was only a…
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  • Market Update

    Posted on June 30, 2017 by Gemmer Asset

        For the first time in a while we saw some volatility in the markets. Equities bounced around quite a bit this week on mixed economic news, a possible change of heart by central banks, and a renewed stalemate over the healthcare bill. For the week the S&P lost -0.6% while small-cap equities were basically flat. The worst of the selling for the week was in the FANG stocks. The NASDAQ lost -2.0% with…
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  • Market Update

    Posted on June 16, 2017 by Gemmer Asset

      On the surface, it was a flat week for the U.S. indexes, but below the surface small-caps and tech stocks sold off about -1% for the week.  The international markets were a mixed bag.  Europe and Japan were modestly higher after adjusting for the currency move while the emerging world was down.  China and Hong Kong fell -1.1% and -1.6% respectively while Brazil sagged -0.9%.   Bond yields dipped modestly on the week on…
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  • Market Update

    Posted on June 5, 2017 by Gemmer Asset

      It was a solid week for almost all markets.  The global equity indexes pushed higher around the world with the S&P gaining +1.0% for the week while the small-cap Russell 2000 added +1.8%.  Europe and Japan also performed well.  The European indexes added +1.5% for the week while Japan was up +3.2% (both in dollar terms).  Emerging markets lagged, with Brazil losing -2.4%.   Bond yields dipped meaningfully after Friday’s weekly employment report.  The…
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