September Letter of the Month I hope you’re doing well. As you may have heard, the Federal Reserve recently cut its benchmark lending rate, and many are wondering how this affects their financial situation. Below are …
Helpful Context Re: Rate Cut, S&P 500 Record High
Financial Update: Week of September 23, 2024 With the Fed aggressively cutting interest rates last week, now is the perfect time for an update. Overall, financial markets welcomed the new lower benchmark overnight lending …
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Inflation Cooled in August, Anticipation Around Fed Meeting
Financial Update: Week of September 16, 2024 I hope this finds you well! I’m reaching out with some market highlights from last week. Major U.S. stock indexes digested continuingly tame inflation data last week, and market …
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All Eyes on August Jobs Report
Financial Update: Week of September 9, 2024 I hope you’re doing well. Now that September is in full swing, I wanted to reach out and highlight some of the latest market developments. Trading in the first full week of the month …
Cooling Inflation Trend Continues
August 2024 Monthly Market Recap Key market developments in August. A highly-expected, ready-to-cut Fed at the upcoming September policy meeting dominated headlines in August after a quick volatility spike courtesy of the …
“The Time Has Come” for Rate Cuts
Financial Update for the Week of August 26, 2024 Hoping this email finds you and yours doing well! Major U.S. stock market indexes rose last week, as the S&P 500 increased by 1.45%, the Nasdaq 100 traded higher by 1.09%, …
Helpful Context re: Last Week’s Market Developments
Financial Update for the Week of August 12, 2024 Last week was a wild one in the U.S. financial markets. There was plenty of emotion and news moving markets, triggered by an unwinding of the Japanese Yen carry trade. (More on …
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August Update: Narrative Shift, Rate Cut Likely
Financial Update for the Week of August 5, 2024 Hoping this update finds you doing well! After a strong June, major U.S. equity indexes were mixed in July, indicating some divergence and a potential shift in the narrative to …
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