What’s moving the markets?
Santa Claus rally in effect. It’s that time again, when we all wait to see if Santa Claus will give a boost to our investment portfolios. The Santa Claus rally,… …
What’s moving the markets?
Good market vibes. Positive earnings, lower inflation and the cooling job market combine to adjust the market’s forecast of further Federal Reserve interest rate hikes. As the root of recent market… …
What’s moving the markets?
Bond market mayhem. The bond market had a year to forget in 2022. 2023 is shaping up to be more of the same. Strong economic data and ballooning U.S. debt… …
What’s moving the markets?
Rising interest rates. The current position of the Federal Reserve on interest rates? Higher-for-longer, which has led to a significant adjustment in investor and market expectations regarding when, and by how much, the Fed would… …
What’s moving the markets?
China slowdown. The headline that China, the world’s second largest economy, is slowing down may initially create some heartburn for investors. A deeper dive shows that there may be some… …
What’s moving the markets?
Corporate Earnings. Q2 corporate earnings have begun to come out in earnest. While expectations have been lowered heading in, it seems that the markets are already looking to the future… …
What’s moving the markets?
Economic strength and consumer resilience. The latest economic data is continuing to underscore the strength of the U.S. economy, which may come as a surprise to many naysayers. Plenty of… …
What’s moving the markets?
AI and uneven market returns. There is no denying that the S&P 500 and Nasdaq have marched higher in the first half of the year. The numbers might be a bit… …
What’s moving the markets?
Economic/market tug of war. The past six months have shown to be frustrating for lasting market returns. The S&P 500 seems to be marking time, range bound between 3700 on… …
What’s moving the markets?
Banks, banks, banks. It has been quite a month, with fears over bank failures and potential systemic issues upsetting both fixed income and equity markets. We do not believe the… …