CIO Commentary

CIO Commentary

Tariffs and Market Reaction

Tariffs and Market Reaction

To our clients —

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Navigating Tariffs, Inflation, and Market Volatility

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, LLC

Post-Election Markets

Donald Trump’s dominant win and return to power, and possible Republican sweep of Congress, are creating notable reverberations in financial markets....

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A Quick and Sharp Sell-Off

A Quick and Sharp Sell-Off

To our clients—

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What happened in the financial markets in the fourth quarter and full year 2023? - Thayer Partners, LLC

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...

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