Market Commentary (2025-Q3)
OverviewMarkets performed well over the third quarter. Every major asset class ended September in positive territory year to date. U.S. small-cap stocks led the way (gaining 12%), pushing the Russell 2000 small-cap index into positive territory for the first time this year and to its highest level since November 2021. U.S. large-cap stocks, as proxied […]
Market Outlook: Valuations, Nvidia & Broadcom Trims, and the Q4 Setup
Bill Baruch returns to the CNBC Halftime Report to break down Market Outlook: Valuations, Nvidia & Broadcom Trims and the Q4 Setup. Don’t miss it! Discover Blue Line Capital Ready to explore how Blue Line Capital can help you achieve your financial goals? Let’s chat! Click the button to get started.
July Market Commentary
Overview U.S. large-cap stocks, as measured by the S&P 500 Index, gained 2.2% in July, marking the third consecutive month of gains. The Russell 2000 Index of U.S. small-cap stocks ended the month up 1.7%. In contrast, U.S. intermediate-term bonds, represented by the Bloomberg U.S. Aggregate Bond Index, finished July roughly flat, down 0.3%. Preliminary […]
May Market Outlook
OverviewU.S. large-cap stocks, as measured by the S&P 500, gained 6.3%, the strongest May return since 1990 when the index rose 9.3%. Similarly, the U.S. small-cap Russell 2000 Index ended the month up 5.3%. In contrast, U.S. intermediate-term bonds, represented by the Bloomberg U.S. Aggregate Bond Index, declined 0.7% in May.Updated
April Market Outlook
Markets fluctuated throughout April in response to tariff announcements. Despite notable intramonth swings in both directions, U.S. large-cap stocks, as represented by the S&P 500, ended the month down just 0.7%. The Russell 2000 Index, which tracks U.S. small-cap stocks, declined 2.3%. U.S. intermediate-term bonds, as measured by the Bloomberg U.S. Aggregate Bond Index, gained […]
Blue Line Market Outlook (2025-Q2)
February 2025 Market Commentary
Markets produced mixed results in February. U.S. large-cap stocks, as represented by the S&P 500, ended the month down 1.3%, while the U.S. small-cap Russell 2000 Index ended February down 5.3%. U.S. intermediate-term bonds fared well, as the Bloomberg U.S. Aggregate Bond Index gained 2.2%.
Macro & Market Trends
Overall, the U.S. economy remains resilient, with respectable preliminary Q4 GDP growth estimates, continued expansion in the ISM Services PMI, a durable labor market, and signs of growth in the manufacturing sector. U.S. stocks underperformed international counterparts in January, with the S&P 500 closing the first month of the new year up 2.8%. As anticipated, […]
January 2025 Market Commentary
Markets produced compelling gains in the first month of 2025. U.S. large-cap stocks, as represented by the S&P 500 Index, ended January up 2.8% while the U.S. small-cap Russell 2000 Index gained 2.6%. U.S. intermediate-term bonds, as represented by the Bloomberg U.S. Aggregate Bond Index, ended January up a modest 0.5
Blue Line Market Outlook (2025-Q1)
