Financial Update: Week of January 13, 2024 The new year got underway with December payroll data coming in white-hot and recently released Fed Minutes showing inflationary concerns. Given these and other recent …
January Update: Fed vs. Inflation
Financial Update: Week of January 6, 2024 I hope you have had a wonderful start to the new year. Major U.S. equity indexes closed out the final month of 2024 in a mixed fashion, with megacap tech being the bright spot and …
OpenAI, Yields & Volatile Santa
Financial Update: Week of December 30, 2024 Since we are in the last trading week and days of 2024, now is a good time to keep you updated on the latest developments. Overall, major U.S. equity indexes traded quietly during …
Holiday Volatility, Fed Rate Cut
Financial Update: Week of December 23, 2024 Major U.S. stock indexes fell last week courtesy of a Fed that delivered a 25-basis-point rate cut but projected only two rate cuts in 2025. Initially, markets reacted negatively, but …
Inflation Percolation, Fed on Deck
Financial Update: Week of December 16, 2024 Major U.S. equity indexes traded in a mixed fashion last week as investors interpreted fresh November consumer and wholesale pricing inflation data. Strength was featured in tech last …
Labor Goldilocks and S&P 500 Record
Financial Update: Week of December 9, 2024 Major U.S. equity indexes traded mixed, yet mostly higher last week courtesy of a “just right” monthly employment report, with tech leading the way throughout December's first week of …
Monthly check-in: Holidays & S&P 500 Positive Days
Financial Update: Week of December 2, 2024 Hope all is well with you. Pending elections, “higher” interest rates, and labor market questions, there was a bit of uncertainty heading into November. But that uncertainty was …
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Weekly Check-In: Long-Term Investors Are Thankful
Financial Update: Week of November 25, 2024 I hope your holiday week is off to a great start! Last week was positive for major U.S. stock indexes, a stark contrast to the previous week. What were investors thinking last …
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