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...
by admin | Oct 27, 2023 | Weekly Wrap
Dear Friends, This Wednesday, the Bureau of Economic Analysis released the “advance” estimate of third quarter US Gross Domestic Product data which showed a strong rise at 4.9%. At the same time, core inflation continued to slow to 3.7%. While these figures are...
by admin | Oct 13, 2023 | Weekly Wrap
Dear Friends, As we kick off the third quarter earnings season, expectations are for S&P 500 companies to generally report year-over-year earnings growth rather than a decline which has been the trend since Q3 2022. With core inflation continuing to decrease, the...
by admin | Sep 29, 2023 | Weekly Wrap
Dear Friends, The Federal Reserve’s favored gauge for inflation rose less than expected last month providing some evidence that the bank’s actions are taking effect. However, investors still find themselves concerned that the Federal Reserve will keep rates higher for...
by admin | Sep 15, 2023 | Weekly Wrap
Dear Friends, The heavily awaited August inflation data was released by the U.S. Bureau of Labor Statistics on Wednesday. With an increase in the Consumer Price Index from the prior month, all eyes have now shifted to the Fed as they head into their next meeting next...
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