by admin | Jan 19, 2024 | Weekly Wrap
Dear Friends, In recent weeks we have seen investors become more skeptical that the Federal Reserve will cut interest rates as soon as March resulting in volatility in the markets. That skepticism was offset on Friday by optimism in the Tech sector which propelled the...
by admin | Jan 5, 2024 | Weekly Wrap
Dear Friends, The financial markets experienced a rocky start to 2024, which might raise some concerns initially. However, this is a natural short-term correction after a two-month rally at the end of 2023 as short-term investors harvest gains in the new year. Find...
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 22, 2023 | Weekly Wrap
Dear Friends, We wish you and your families a happy Thanksgiving. Over the past three weeks, the S&P 500 has enjoyed its best performance since 2020 as investors have started to regain confidence with cooling inflation. As we start to look toward the year’s end,...
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...
Recent Comments