Craig Birk, CFP®

What Moved the Markets in June?

What Moved the Markets in June?

Overview Optimism on trade paired with indications the Fed will cut rates drove all major asset classes higher. By changing tune on the direction of rates, the central bank indicated concern about mixed economic data points and the ongoing possibility of the...
Weekly Market Digest: The Fed Indicates Potential Rate Cuts

Weekly Market Digest: The Fed Indicates Potential Rate Cuts

Stocks gained for the week, with the US market fully recovering losses from May and reaching all-time highs. With earnings results in a slow period, trade and interest rates remain the primary drivers of price moves. On trade, investors regained some...
What Major Events Impacted the Markets In May?

What Major Events Impacted the Markets In May?

Every month, Personal Capital Chief Investment Officer Craig Birk reviews the major market-movers: what’s moving the markets? What should you be aware of for the coming month? The rally in global equity markets ran out of steam in May. Stocks retreated...
Capital Markets Review and Commentary: April

Capital Markets Review and Commentary: April

Stocks have continued to trend upward in 2019. Major US indexes fully recaptured losses from Q4, moving on to hit new all-time highs. Meanwhile, international stocks remain well below their peak set last January, over a year ago. This leaves the global stock...
Weekly Market Digest: Growth Stocks vs. Value Stocks

Weekly Market Digest: Growth Stocks vs. Value Stocks

A Friday rally maintained the effusive start to the year for stocks. A strong jobs report indicated the economy remains strong while inflation cordially hovers low enough for the Fed to stay “patient” with interest rates. Apple’s earnings delighted investors...
Q1 2019 Market Commentary: Review & Outlook

Q1 2019 Market Commentary: Review & Outlook

Personal Capital’s Chief Investment Officer, Craig Birk, breaks down the major events in the financial markets in Q1 of 2019. These are excerpts from our full Q1 2019 Market Review & Commentary Report. Global Stocks Rebound in Q1 After Q4...
Capital Markets Review & Commentary: March 2019

Capital Markets Review & Commentary: March 2019

Capital Markets Review: March 2019 The 2019 rally marched on, with global stocks nearly erasing losses incurred in Q4. However, gains in March accumulated at a slower pace than either January or February and were more concentrated. Bonds continued to...
Weekly Market Digest: Stocks Finish Q1 on a High Note

Weekly Market Digest: Stocks Finish Q1 on a High Note

Stocks finished a torrid Q1 on a high note, marching higher on reported progress on a trade deal with China and Mueller report findings that there was no direct collusion with Russia. Brexit chaos continued, with the possibility of a no-deal exit increasing....