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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Small-Cap Love, Fed on Deck
Financial Update for the Week of July 29, 2024 Hope all is well with you. With financial markets pondering recent geopolitical developments and sector rotation out of tech weighing on markets last week, now is the perfect time …
Politics, Recent Events Weigh on Markets
Financial Update for the Week of July 22, 2024 I hope the week is off to a great start! With politics and recent events weighing on markets last week, it is another great time to reach out and keep you informed. U.S. stock …
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Lower Consumer Prices
Financial Update for the Week of July 15, 2024 Hope all is well with you. With fresh inflation data indicating a change in tune for the current narrative and the consumer backdrop, now is the perfect time to keep you updated on …
Inflation Cools, Eyes on Fed
Financial Update for the Week of July 8, 2024 I hope the summer is treating you well! As we enter the second half of 2024, now is the perfect time to review the last quarter. Overall, bulls continued to run during the second …