Advisors’ Bulletin
Get expert insights into investments and the world market.
Monthly Market Wrap – November 2025
Resilience Amid Shifting Leadership November 2025 was a month characterized by resilience and a notable shift in market leadership, ultimately extending the overall equity market gains for the year. After a brief wobble early in the month, the market regained momentum, benefiting from supportive economic fundamentals, fading recession fears, and the expectation of continued monetary […]
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Global Market Wrap – October 2025
1. Global growth & policy environment Key themes 2. Equities Performance snapshot October 2025 Drivers & risks Outlook 3. Fixed Income Market context Key metrics & insights Outlook 4. Gold & Commodities Gold Crude Oil & Energy Asset Class Approx. October Return* Oct Allocation View Equities (Global) +2-5% (US S&P ~2.3%)) Overweight Fixed Income (Global) […]
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Monthly Market Recap – September 2025
Executive Summary September 2025 was a pivotal month for global financial markets, driven by monetary policy shifts, macroeconomic data, and geopolitical developments. U.S. equities surged, led by technology and AI sectors, following a Federal Reserve rate cut. Commodities recorded selective gains, cryptocurrencies remained resilient, and fixed income markets displayed mixed trends. Globally, Europe and Japan […]
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Monthly Market Recap – August 2025
Global Markets Continue Their Upward Trajectory Executive Summary August 2025 delivered another strong month for global equity markets, with broad-based gains across major indices and improved market participation. The S&P 500 gained 1.19% to reach 6,465.94, while international markets, led by China’s exceptional 7.87% surge, demonstrated global investment appeal. What made this month particularly encouraging […]
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Monthly Market Update – July 2025
Macroeconomic Outlook and Key Economic Indicators July 2025 was marked by a complex macroeconomic environment in the United States, characterized by a deceleration in growth alongside persistent inflationary pressures, amid evolving trade and policy developments. Real GDP growth was expected to rebound strongly in Q2 after a modest contraction in Q1, with the median forecast […]
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Monthly Market Recap: June 2025
June 2025 marked a remarkable recovery for US equity markets, capping off an exceptional second quarter despite earlier volatility triggered by tariff uncertainties. The month was characterized by record-breaking highs, declining bond yields, mixed commodity performance, and divergent cryptocurrency trends. International markets showed varied performance, with Japan leading gains while European and Chinese markets faced […]
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US Market Equity Report – May 2025
Executive Summary May 2025 marked a significant recovery for US financial markets following April’s tariff-induced turmoil. The S&P 500 delivered its strongest monthly performance in over a year, gaining 6.15% and returning to positive territory for 2025. This rebound was primarily driven by the temporary US-China trade agreement reached on May 12, which reduced tariff […]
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