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The markets entered 2024 with strong momentum on the heels of a 4th quarter rally in global stock and bond markets.
Markets ended 2023 on a high note, rebounding nicely after a disappointing third quarter. The year was certainly not without its challenges, including the steepest borrowing costs in over 20 years, a regional banking crisis, and escalating geopolitical turbulence.
The third quarter of 2023 saw a pause in what had been several months of steady market gains.
The first half of 2023 provided investors with plenty of headlines to digest—from a mini-banking crisis to a continuation of rising interest rates, and Congress taking the debt ceiling debate down to the wire.
The first quarter of 2023 saw a marked reversal of several market trends we observed in 2022.
Doug and Eric Loftus recently sat down to discuss current headlines in the banking industry as we have received a lot of questions from our clients about it. One of the bigger concerns is in regards to recent news surrounding Silicon Valley Bank in California which was taken over by the FDIC and the state of California a few days later.

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