by admin | Nov 22, 2023 | Weekly Wrap
Dear Friends, We wish you and your families a happy Thanksgiving. Over the past three weeks, the S&P 500 has enjoyed its best performance since 2020 as investors have started to regain confidence with cooling inflation. As we start to look toward the year’s end,...
by admin | Nov 10, 2023 | Weekly Wrap
Dear Friends, Over the last two weeks, markets rebounded with two main macro drivers. The first is decreasing yield pressure from bond markets as a result of the Fed’s dovish rate decision and decreasing treasury supply for the rest of the year. The second driver is...
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