news & insights
Dec 3, 2024 | Market Updates
November 2024
November 2024 Market Summary: Stocks Rally, Home Sales Collapse, Bond Funds Appreciate
Read moreNov 4, 2024 | Market Updates
October 2024
October 2024 Market Summary: Equities Stall, Job Numbers Disappoint, and Treasury Yields Rise
Oct 2, 2024 | Market Updates
September 2024
Monthly Market Wrap: September 2024
Sep 4, 2024 | Market Updates
August 2024
Equities claw back losses, Softness in the labor market, and Falling Treasury yields
Aug 2, 2024 | Market Updates
July 2024
Equities experienced some turbulence, Inflation fell below 3%, and Treasury yields continued to fall...
Jul 1, 2024 | Market Updates
June 2024
Equities continued their positive streak, unemployment topped 4%, and treasury
Jun 4, 2024 | Market Updates
May 2024
Equities returned to winning ways, home sales slumped, and yields on Mid/Long Treasury bonds declined...
May 21, 2024 | Market Updates
April 2024
Equities endured, the 30 year mortgage rate surpassed 7%, and yields on long-term Treasury bonds rose significantly...
Apr 4, 2024 | Market Updates
March 2024
Equities continued their rally, existing home sales leaped 9.5% higher, and Treasury yield activity was muted...
Mar 4, 2024 | Market Updates
February 2024
Equities rallied across the board, core inflation has gradually decelerated, and Treasury yields rose across the board...
Feb 2, 2024 | Market Updates
January 2024
Stocks posted modest gains, the economy added 353,000 jobs, and Treasuries had an uneventful start...
Jan 3, 2024 | Market Updates
December 2023
Stocks rallied into the end of the year, mortgage rates retreated lower, and Treasury yields fell further...
Dec 4, 2023 | Market Updates
November 2023
Stocks recorded bullish, existing home sales declined for 5th straight month, and treasury yields tumbled...
Nov 2, 2023 | Market Updates
October 2023
Stocks declined for a 3rd straight month, mortgage rates continued higher and the yield curve trended toward normalcy...
Oct 3, 2023 | Market Updates
September 2023
stocks continued to decline, Regular gas topped $4 per gallon, and yields on longer-term treasuries increased...
Sep 5, 2023 | Market Updates
August 2023
Stocks took a breather, unemployment rose by three tenths to 3.8%, and US Treasury yields were largely flat...
Aug 2, 2023 | Market Updates
July 2023
Stocks continued their steady climb higher, inflation came in below 3% for the first time in two years, and short and long-term US Treasury yields shot higher...
Jul 5, 2023 | Market Updates
June 2023
Stocks were decidedly positive, inflation reading was 4.05%, and Medium-Term US Treasury yields rose...
Jun 2, 2023 | Market Updates
May 2023
The mixed month for stocks saw unemployment increase to 3.7%, and a sharp spike in US treasury yields...
May 2, 2023 | Market Updates
April 2023
April was another positive month for stocks, signs pointed to tamer inflation, and US Treasury yields broke above 5%
Apr 4, 2023 | Market Updates
March 2023
Stocks posted a positive March, US Existing Home Sales ended a year-long streak of monthly declines, and US Treasury yields retraced...
Mar 2, 2023 | Market Updates
February 2023
Stocks took a breather, US unemployment fell, Treasury yields eclipsed 5% for the first time since July 2007...
Feb 2, 2023 | Market Updates
January 2023
Stocks started the year off strong, inflation slowed for the sixth straight month, and yields on longer-term treasuries fell.
Jan 4, 2023 | Market Updates
December 2022
Stocks were mostly negative, inflation cooled for the fifth straight month, and MoM Treasury yields rose across the board.
Dec 2, 2022 | Market Updates
November 2022
Stocks rebounded further, US existing home sales declined, and the inverted yield curve twisted further.
Nov 2, 2022 | Market Updates
October 2022
Stocks posted strong gains, mortgage rates surged, and the yield curve further solidified its inverted state.
Oct 4, 2022 | Market Updates
September 2022
School was back in session, but stocks got sent straight to detention, oil accelerated its retreat from prices above $100 per barrel, and the inverted yield curve remained firmly inverted.
Sep 23, 2022 | Market Updates
CPWA Market Update 9/23/2022
The Federal Reserve Open Market Committee (FOMC, or "Fed") raised its policy rate this week. The widely-anticipated rate hike...
Sep 2, 2022 | Market Updates
August 2022
The "summer rally" fizzled out in August, further signs of decay emerged in the housing market, and the 1-Year T-Bill sported the second-highest rate amount US Treasuries.
Aug 2, 2022 | Market Updates
July 2022
July was a welcomed reprieve for US equity investors, Inflation surpassed the 9% mark for the first time since 1981, and the US treasury yield curve inverted across multiple spreads.
Jul 5, 2022 | Market Updates
June 2022
It was a rough month for equities, inflation data was mixed, and short-term interest rates shot up.
Jun 2, 2022 | Market Updates
May 2022
US equities ended May about flat, believe it or not, the inflation rate declined, and short and long-term interest rates increased significantly.
May 6, 2022 | Market Updates
CPWA Market Update 5/6/2022
Market volatility through history, a look at the pandemic and 2021, and the Consumer Sentiment Index
May 3, 2022 | Market Updates
April 2022
Equities returned to their losing ways, oil slipped below $100 for the first time in weeks, and the 20-Year Treasury Rate topped 3% for the first time since March 2019.
Apr 4, 2022 | Market Updates
March 2022
Equities posted their first winning month of 2022, treasury yields continued roaring higher, and suprise, surprise, Inflation rose again.
Mar 2, 2022 | Market Updates
February 2022
Equities continued to slide lower, Treasury rates got a big boost in February, and inflation climbed for the fifth straight month.
Feb 24, 2022 | Market Updates
CPWA Market update 2/24/2022
A brief check-in with recent market and worldwide activity
Feb 3, 2022 | Market Updates
January 2022
Equities were off to a rough start in 2022, US treasury rates got a lift in January, and we saw the unemployment rate fall below 4%.
Oct 16, 2020 | Press
Trio of Veteran Financial Professionals Launch Cerro Pacific Wealth Advisors
Founding partners Daniel K. Speirs, Lyle L. Meek and Jennifer L. Chesini announced the launch of Cerro Pacific Wealth Advisors, a San Luis Obispo-based, multi-generational wealth management firm. Overseeing $450 million in client assets, the firm focuses on long-term, liquid asset investment.
