Weekly Wrap: S&P500 Hits All-Time High

Weekly Wrap: S&P500 Hits All-Time High

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...
Weekly Wrap: Unfold 2024

Weekly Wrap: Unfold 2024

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...
Weekly Wrap: Unfold 2024

Weekly Wrap: Our Market View of 2024

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...
Weekly Wrap: Happy Thanksgiving

Weekly Wrap: Happy Thanksgiving

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,...
Weekly Wrap: Growth Under Yield Pressure

Weekly Wrap: Growth Under Yield Pressure

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...