Commentary

Overall, the US Economy remains strong, inflation is moderating and we see pent-up business activity which could provide for economic tailwinds.

Insights for November 2024. The intense political campaigning and apparent risking polarization that characterized the 2024 election cycle is finally over.

Insights for August 2024. While we are only a few days into August, at the time of this writing, overall equity returns have seen significant downward pressure.

Insights for July 2024 discusses recent market trends, economic indicators, and investment strategies amidst political turmoil and shifting market dynamics.

Insights on the May 2024 market trends, including tech sector dominance and potential risks, reveal similarities to past market bubbles.

We started 2024 with broad belief among investors that we would see up to six cuts by the Fed, fueling further growth in the equity market. Instead we saw stronger economic data in the US and signs of green shoots in many areas of the global economy that have seen greater weakness relative to the US.

Get insights on the current market trends and the impact of the Magnificent 7 stocks on the S&P 500 index.