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 that in a minute.) Given that there are questions from a wide spectrum of…
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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 come. And so far, in limited trading sessions, August is showing a different tone. This change…
Continue Reading August Update: Narrative Shift, Rate Cut Likely
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 to reach out and keep you informed. Tallying the week, the S&P 500 declined by 0.83%, the Nasdaq 100…
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 market indexes were already digesting cooler inflation data as last week began,…
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 the latest developments. Major U.S. equity indexes traded higher last week as investors…
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 quarter of 2024 as several major stock indexes broke out of recent…
June a Boon for U.S. Equities
Financial Update for the Week of July 1, 2024 I hope all is well with you. I’m reaching out today with an overview of key developments in June. Overall, diversified, long-term equity investors were in command throughout June as the recent rally continued amid hopes for rate cuts. Signals of inflation easing were evident in…
Stock Indexes Rise, Housing Headwinds
Financial Update for the Week of June 24, 2024 Hope all is well with you. Last week was one of mostly steady gains on Wall Street, with fresh records set for the S&P 500 and Nasdaq. Additionally, the S&P 500 marked the longest streak without a 2% drop since the Great Recession. Markets continue to digest the…
Rates Remain Unchanged, CPI-Fueled Gains
Financial Update for the Week of June 17, 2024 I hope your week is off to a great start! With CPI and the Fed meeting moving markets last week, it is a good time to keep you informed via a quick update. As expected, the Fed kept interest rates unchanged last week at its June…