by admin | Feb 2, 2024 | Market Outlook, Weekly Wrap
Dear Friends, In the past two weeks, over 40% of S&P 500 companies have reported their 4th quarter earnings for 2023, including big tech companies such as Tesla, Google, Apple, Microsoft, Meta, and Amazon. In aggregate, companies are reporting earnings that are...
by admin | Dec 22, 2023 | Market Outlook, Weekly Wrap
Dear Friends, We wish you and your families a happy holiday season. Looking back at 2023, it has been a complex year full of challenges and opportunities. We experienced the fear of recession, the Fed’s hiking and tightening policy, a banking crisis, a potential...
by admin | Nov 10, 2023 | Market Outlook, Weekly Wrap
Dear Friends, Over the last two weeks, markets rebounded with two main macro drivers. The first is decreasing yield pressure from bond markets as a result of the Fed’s dovish rate decision and decreasing treasury supply for the rest of the year. The second driver is...
by admin | Oct 27, 2023 | Market Outlook, Weekly Wrap
Dear Friends, This Wednesday, the Bureau of Economic Analysis released the “advance” estimate of third quarter US Gross Domestic Product data which showed a strong rise at 4.9%. At the same time, core inflation continued to slow to 3.7%. While these figures are...
by admin | Oct 13, 2023 | Market Outlook, Weekly Wrap
Dear Friends, As we kick off the third quarter earnings season, expectations are for S&P 500 companies to generally report year-over-year earnings growth rather than a decline which has been the trend since Q3 2022. With core inflation continuing to decrease, the...
by admin | Aug 4, 2023 | Market Outlook, Weekly Wrap
Dear Friends, As we’re enjoying the final days of summer, the shadow of a recession appears to be gradually lifting for the US economy. Just last week, the Fed implemented yet another interest rate hike, which could be the conclusion of this rate hiking cycle....
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