Category: Economic Commentary

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Adam Longlais and Erik Zurek discuss:  Earnings Season Dollar Appreciation Rates and Municipal Bonds Concentration in Market …

U.S. Stocks Look Past Tariffs Enthusiasm for risk continued through June as investors put the threat of tariffs in the rear-view mirror. The Russell 3000 index, a broad representation of U.S. stocks, outpaced …

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Adam Longlais and Erik Zurek discuss:  Market & Economic Review of the past month. Jobs resilience  Oil Market …

Global Equity Markets Find Buyers Global stocks rose in tandem in May, as the S&P 500 index (+6.3%), Russell mid-cap index (+5.7%), Russell 2000 index (+5.3%), MSCI EAFE index (+4.7%), and the MSCI EM index (+4.3%) …

UNCERTAINTY ABOUNDS Financial markets dislike the unknown, especially if uncertainty could have a meaningful impact on economic activity. The Trump  Administration’s use of tariffs to “level the playing field” …

Nicolet Wealth Management Monthly Newsletter Bonds Assess the Impact of Tariffs The 10-year Treasury yield declined only slightly to 4.16%, despite trading a wide band in April at a high of 4.49% and a low of 3.99%. …

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Adam Longlais and Erik Zurek discuss:  Dividend Yield Stocks YTD – Discussion of rates and why dividend yield stocks are performing …

Nicolet Wealth Management Monthly Newsletter Investors Turn Defensive The S&P 500 index, a representation of the 500 biggest companies in the U.S., declined 5.6% in March. The market was dragged lower by …

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Adam Longlais and Erik Zurek discuss:  Dividend Yield Stocks YTD – Discussion of rates and why dividend yield stocks are performing …