Articles from Valley Peak Financial.https://www.valleypeakfinancial.comhttps://www.valleypeakfinancial.com/blog/q3-2025-market-reviewhttps://www.valleypeakfinancial.com/blog/q3-2025-market-reviewStock markets globally delivered strong returns in the first quarter, driven by a combination of powerful forces: the expectation of easy monetary policy from central banks and a continued broadening of the narrative that artificial intelligence (AI) will have a majorly positive impact on companies’ profits. Bonds were the only asset not to rally, ending up slightly negative.Sat, 10 Jan 2026 00:00:00 GMTMarket Updatehttps://www.valleypeakfinancial.com/blog/q3-2024-market-reviewhttps://www.valleypeakfinancial.com/blog/q3-2024-market-reviewStock markets globally delivered strong returns in the first quarter, driven by a combination of powerful forces: the expectation of easy monetary policy from central banks and a continued broadening of the narrative that artificial intelligence (AI) will have a majorly positive impact on companies’ profits. Bonds were the only asset not to rally, ending up slightly negative.Sat, 09 Nov 2024 00:00:00 GMTMarket Updatehttps://www.valleypeakfinancial.com/blog/q2-2024-market-reviewhttps://www.valleypeakfinancial.com/blog/q2-2024-market-reviewStock markets globally delivered strong returns in the first quarter, driven by a combination of powerful forces: the expectation of easy monetary policy from central banks and a continued broadening of the narrative that artificial intelligence (AI) will have a majorly positive impact on companies’ profits. Bonds were the only asset not to rally, ending up slightly negative.Sun, 28 Jul 2024 00:00:00 GMTMarket Updatehttps://www.valleypeakfinancial.com/blog/valley-peak-newsletter-june-26thhttps://www.valleypeakfinancial.com/blog/valley-peak-newsletter-june-26thWed, 26 Jun 2024 00:00:00 GMThttps://www.valleypeakfinancial.com/blog/valley-peak-newsletter-june-19thhttps://www.valleypeakfinancial.com/blog/valley-peak-newsletter-june-19thTue, 25 Jun 2024 00:00:00 GMThttps://www.valleypeakfinancial.com/blog/valley-peak-newsletter-june-12thhttps://www.valleypeakfinancial.com/blog/valley-peak-newsletter-june-12thWed, 12 Jun 2024 00:00:00 GMThttps://www.valleypeakfinancial.com/blog/q1-2024-market-reviewhttps://www.valleypeakfinancial.com/blog/q1-2024-market-reviewStock markets globally delivered strong returns in the first quarter, driven by a combination of powerful forces: the expectation of easy monetary policy from central banks and a continued broadening of the narrative that artificial intelligence (AI) will have a majorly positive impact on companies’ profits. Bonds were the only asset not to rally, ending up slightly negative.Wed, 01 May 2024 00:00:00 GMTMarket Updatehttps://www.valleypeakfinancial.com/blog/q4-2023-market-reviewhttps://www.valleypeakfinancial.com/blog/q4-2023-market-reviewWhile inflation numbers on paper are coming down, many households are scratching their heads wondering why it feels like life is still becoming more expensive, even relative to growing incomes. The reason is that the cost of services and housing remain the fastest growing segments of data, while the cost of goods is declining.Mon, 25 Mar 2024 00:00:00 GMTMarket Updatehttps://www.valleypeakfinancial.com/blog/q3-2023-market-reviewhttps://www.valleypeakfinancial.com/blog/q3-2023-market-reviewThe third quarter was characterized by volatility as the stock and bond markets fell in tandem. Inflation, while beginning to cool, continued to vex the Federal Reserve, and bond yields rose, threatening to choke off growth in the global economy.Mon, 20 Nov 2023 00:00:00 GMTMarket Updatehttps://www.valleypeakfinancial.com/blog/q2-2023-market-reviewhttps://www.valleypeakfinancial.com/blog/q2-2023-market-reviewFollowing the turmoil of 2022, U.S. equities led a substantial rally in the first half of 2023, with growth stocks making a remarkable recovery.Mon, 07 Aug 2023 00:00:00 GMTMarket Updatehttps://www.valleypeakfinancial.com/blog/q1-2023-market-reviewhttps://www.valleypeakfinancial.com/blog/q1-2023-market-reviewAs we reflect on the first quarter of 2023, we are reminded that change is the only constant in life. The dynamic economy and financial markets have presented fresh challenges, and understanding the key takeaways and their implications for the future is essential.Mon, 01 May 2023 00:00:00 GMTMarket Updatehttps://www.valleypeakfinancial.com/blog/q4-2022-market-reviewhttps://www.valleypeakfinancial.com/blog/q4-2022-market-reviewThe economic backdrop in 2022 reminds us that paradigm shifts can happen and revert back to what was once normal. Portfolio allocations that worked in the decade before 2022 may not be the way of the future, and market participants would be wise to manage their risk carefully moving forward.Wed, 08 Feb 2023 00:00:00 GMTMarket Updatehttps://www.valleypeakfinancial.com/blog/q3-2022-market-reviewhttps://www.valleypeakfinancial.com/blog/q3-2022-market-reviewAfter a strong showing in July, stocks and bonds continued their descent in the third quarter as persistent inflation and rising interest rates drove investors’ worries of a global hard landing recession.Tue, 18 Oct 2022 00:00:00 GMTMarket Updatehttps://www.valleypeakfinancial.com/blog/q2-2022-market-reviewhttps://www.valleypeakfinancial.com/blog/q2-2022-market-reviewIt was a brutal first half of the year for stock and bond markets across the board, as inflation remains stubbornly high and the Federal Reserve continues to raise interest rates, putting the U.S. economy at risk of a recession.Mon, 18 Jul 2022 00:00:00 GMTMarket Updatehttps://www.valleypeakfinancial.com/blog/q1-2022-market-reviewhttps://www.valleypeakfinancial.com/blog/q1-2022-market-reviewFast-forward to 2022, and the environment is rapidly changing. While it is too early to call, there are signs that the Federal Reserve will continue aggressively raising benchmark interest rates this year, high inflation readings show no signs of slowing down, and there could be a recession on the horizon.Wed, 27 Apr 2022 00:00:00 GMTMarket Update