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Investor Sentiment - Major Equity Market Indices All Advance

Jul 9, 2018
Major equity market indices all advance Rotation over the last month into defensive sectors Another strong quarter of earnings ...
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Executive Summary - Monthly Market Commentary June 2018

Jul 2, 2018
Half way through the year the domestic capital markets continue to consolidate as they have since the late January equity market ...
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Investor Sentiment - And More Tariff Talks

Jun 25, 2018
Equity markets decline The 10-Year Treasury yield drops slightly NASDAQ declines over 2% for the week Trade war and tariff talk ...
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Investor Sentiment - Tariff Talks

Jun 19, 2018
Tariff talks negatively impact markets Friday NASDAQ still leads broad domestic markets FOMC raises short term rates by .25% ...
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Investor Sentiment - Strong Week for Domestic Equity Markets

Jun 12, 2018
High Yield Returns Turn Positive 10-year Treasury Yield Remains Below 3% Next Week Potentially Eventful After last week the ...
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Investor Sentiment - Monthly Summary - May 2018

Jun 4, 2018
Global market returns through May mainly muted NASDAQ market leadership continues domestically 8 of 11 S&P sectors negative ...
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Investor Sentiment - Energy Stocks Rally

May 23, 2018
Strong earnings for the Q1 Headlines continue to dominate capital markets 10-year Treasury yield closes above 3% Energy stocks ...
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Investor Sentiment - Market Fundamentals Remain Strong

May 14, 2018
Equity markets turn positive for the year NASDAQ stocks continue to lead; up over 7% year-to-date Q1 earnings season drawing to a ...
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Investor Sentiment - Market to Date

May 7, 2018
Equities returns flat year-to-date through April Defensive sectors continue to struggle S&P 500 valuation more reasonable ...
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Caldwell Trust Company was founded in November of 1993 to provide personal, traditional and independent trust services.

Sarasota Office

941-926-9336


27 South Orange Avenue
Sarasota, Florida 34236

Venice Office
Corporate Headquarters

941-493-3600


1400 Center Road
Venice, Florida 34292

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