Category: Economic Commentary

Global Equity Markets Find Buyers Global stocks rose in tandem in May, as the S&P 500 index (+6.3%), Russell mid-cap index (+5.7%), Russell 2000 index (+5.3%), MSCI EAFE index (+4.7%), and the MSCI EM index (+4.3%) …

UNCERTAINTY ABOUNDS Financial markets dislike the unknown, especially if uncertainty could have a meaningful impact on economic activity. The Trump  Administration’s use of tariffs to “level the playing field” …

Nicolet Wealth Management Monthly Newsletter Bonds Assess the Impact of Tariffs The 10-year Treasury yield declined only slightly to 4.16%, despite trading a wide band in April at a high of 4.49% and a low of 3.99%. …

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Adam Longlais and Erik Zurek discuss:  Dividend Yield Stocks YTD – Discussion of rates and why dividend yield stocks are performing …

Nicolet Wealth Management Monthly Newsletter Investors Turn Defensive The S&P 500 index, a representation of the 500 biggest companies in the U.S., declined 5.6% in March. The market was dragged lower by …

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Adam Longlais and Erik Zurek discuss:  Dividend Yield Stocks YTD – Discussion of rates and why dividend yield stocks are performing …

Nicolet Wealth Management Monthly Newsletter Tariffs Weigh on Stocks Uncertainty forced investors to reassess the richness of the stock market, especially the growth and technology segments. The S&P 500 Growth …

Nicolet Wealth Management Monthly Newsletter Equity Markets Recover Large-cap equities exhibited a broad recovery, as the S&P 500 index advanced 2.8% to begin 2025 after declining -2.4% in December 2024. This …

The stock market’s rally since recovering from a bear market (a decline of more than 20%) in October 2022 has been nothing short of remarkable, gaining more than 70% through the end of 2024. Most notable was the lack …