Thayer Partners Quarterly Commentary, First Quarter 2025
Executive Summary:
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Market Update
As you are seeing, stocks have been in sell mode in recent weeks, including a big drawdown yesterday. After hitting an all-time high on February...
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Post-Election Markets
Thayer Partners: Nov 08, 2024
Donald Trump’s dominant win and return to power, and possible Republican sweep of Congress, are creating notable reverberations in financial markets....
What happened in the financial markets in the fourth quarter and full year 2023?
Thayer Commentary – Five Key Questions A topsy turvy year ended on a strong note, thanks to a very good closing kick in November and December. Bonds...
How did the financial markets do in 3Q23, and what drove returns?
Thayer Commentary – Five Key Questions Stocks and bonds both retreated in the third quarter, respectively reducing and reversing year-to-date gains....