
— 2025 Q4 UPDATE —
We are committed to providing you with information about the markets and economy. Read the quarterly market commentary for SEI's perspective on challenges and opportunities—from what's now, to what's new, to what's next.
Q4 snapshot:
Market Resilience vs. Consumer Angst
U.S. Growth Leadership, Global Divergence
Inflation, Rates & Central Bank Pivot
Fiscal Expansion in a Populist Era
ARCHIVED MARKET UPDATES
We'll keep track of our past market updates so you can always access them.
2025 Q3 Update
We are committed to providing you with information about the markets and economy. Read the quarterly market commentary for SEI's perspective on challenges and opportunities—from what's now, to what's new, to what's next.
2025 Q2 Update
We are committed to providing you with information about the markets and economy. Read the quarterly market commentary for SEI's perspective on challenges and opportunities—from what's now, to what's new, to what's next.
2025 Q1 Update
We are committed to providing you with information about the markets and economy. Read the quarterly market commentary for SEI's perspective on challenges and opportunities—from what's now, to what's new, to what's next.
2024 Q4 Update
We are committed to providing you with information about the markets and economy. Read the quarterly market commentary for SEI's perspective on challenges and opportunities—from what's now, to what's new, to what's next.
2024 Q3 Update
We are committed to providing you with information about the markets and economy. Read the quarterly market commentary for SEI's perspective on challenges and opportunities—from what's now, to what's new, to what's next.
2024 Q2 Update
We are committed to providing you with information about the markets and economy. Read the quarterly market commentary for SEI's perspective on challenges and opportunities—from what's now, to what's new, to what's next.
Market Summary
As of last week, Covid-19, also known as the Coronavirus, has officially been named a global pandemic by the WHO (World Health Organization), the first one since 2009 with the H1N1 swine flu outbreak. Covid-19 has caused an unexpected disruption in the world economy, something that nobody could have reasonably foreseen happening even six months ago and it has greatly impacted the financial markets, ending the 11-year bull run in equities...