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Market Update is a monthly publication circulated by USI Advisors, Inc. and is designed to highlight various market and economic information.
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December 2015 Market Alert
“A Weak Ending to 2015 Raises Questions about 2016”
Domestic stocks had their worst year since 2008 and international stocks did poorly as well. This happened even though the Fed made the decision to raise interest rates, a decision that relays confidence and represents strength in the economy. Looking forward, mixed signals create an uneasy environment to start 2016...
November 2015 Market Update
“Thanksgiving Weekend Brings Mixed Results”
Stocks in the United States moved higher as investors focused on the release of the FOMC Meeting minutes from October, which provided further evidence that a rate hike is likely to take place in December. International markets initially remained resilient despite the recent terrorist attacks in Paris, Lebanon, and Russia but they were down for the month. Consumer confidence dipped at the end of November but that did not put a stop to a great start of the holiday shopping season this Thanksgiving weekend...
October 2015 Market Update
"Volatility Descends, Returns Climb in October"
Market volatility, which was at concerning levels for much of August and September, declined substantially throughout the month. In addition, equities across the board experienced steady and substantial gains, putting domestic indexes in positive territory for the year. Many pieces of economic data proved to be positive this month, however investors should not get comfortable, as indicators are far from perfect...
September 2015 Market Update
“Putting Volatility into Historical Perspective”
Markets started September with the same type of volatility that characterized August. This volatility has been triggered by a number of interrelated factors as opposed to a single catalyst. China has been at the epicenter, however other headwinds have contributed to the recent market performance including a potential rise in interest rates, commodity prices and an overall slowdown in global growth...
August 2015 Market Alert
"Short-Term Correction or End of a Bull Market?”
Over the past several days, investors have been witnessing some of the biggest market movements since the financial crisis of 2008. The S&P 500 Index fell over 3.0% last week and matched this amount today, down an additional 3.5% with a reading of 1,867 before 9 AM today. The terms “correction” and “sell off” have made their way into many news headlines...
July 2015 Review
"Investors Switch Attention Back Home”
The second half of the year started on a positive note as the major domestic equity indices finished the month of July with gains. The situation in Greece and concerns about the Chinese market sell off started to dissipate at the end of the month and investors turned their attention to positive economic news domestically...
June 2015 Review
"Worries Abroad Make U.S. Data Semi Sweet”
Investments across the board were negative this month, largely due to the resurgence of the Greek debt crisis, the emergence of a Puerto Rican debt crisis at the end of the month, and rising interest rates. Not all is bad though, as many U.S. economic indicators are strong and on the rise. Please see below for a special update on the Greek debt situation...
May 2015 Review
“Stable But Not Strong”
Domestic equity markets finished the month with moderate gains, while international markets proved less than appealing and economic uncertainty in Greece and Japan. Fixed income markets were relatively flat, as investors continue to focus on the next Fed interest rate decision...
April 2015 Review
“A Return to Normal”
Domestic equity markets continued their roller coaster ride in April but finished the month with moderate gains. International markets posted significant gains during the month, however the global economy experienced weakness during the beginning of the year, especially in Asia, as the Chinese economy grew at a rather disappointing annual pace of 7% in the first quarter...
March 2015 Review
“Markets Struggle to Find Direction”
Wild swings in volatility have left the market at a standstill at the end of the first quarter. Domestic equity markets ended the month in negative territory but they remain flat year to date, while international equity markets posted gains in March. Fixed income markets continue to remain positive year to date...
February 2015 Review
“Mixed Economic Signals, Resolute Market Performance”
Markets reversed in February, with most equities posting positive performance results. Fixed income was largely negative for the month. Housing starts remain flat, while CPI remains low due to cheap energy prices. Jobless claims were volatile for the month and 4th quarter GDP was revised down...
January 2015 Review
“A Quiet Entrance to the New Year”
Equity markets started the year inversely positioned compared to the way they ended 2014: Domestic markets were weak and international markets had positive returns. Fixed income continued its strong performance...




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