U.S. equities continued the prior week’s rally, reaching a new all-time high for both the S&P500 and the Dow Jones Industrial average. The Nasdaq-100 and Russell 2000 indices both posted solid performances as well, rising 1% and 2% respectively, but fell short of new all-time highs….
U.S. equities rebounded from their worst week of 2024, rallying sharply after the latest inflation data reinforced the idea that consumer prices are trending toward the Federal Reserve’s 2% target….
Last week, U.S. equities rose and interest rates fell after Federal Reserve Chair Powell stated, “the time has come for policy to adjust”, the most direct signal yet that the FOMC intends to start cutting rates soon….READ MORE
Stocks traded higher in August despite an early-month selloff. The S&P 500 dropped over -5% in the first week after a report showed unemployment rose to 4.3% in July…
Last week, U.S. equities rose and interest rates fell after Federal Reserve Chair Powell stated, “the time has come for policy to adjust”, the most direct signal yet that the FOMC intends to start cutting rates soon….READ MORE
Better than expected U.S. inflation and retail sales data decreased near- and long-term recession risks, propelling equity indices to a strong performance week….
U.S. equities fought back from a brutal drop of more than 4% at Monday’s open to finish only moderately lower, amid the highest volatility levels seen since the 2008 financial crisis and 2020 pandemic….
Last week U.S. equity indices once again posted mixed performance in volatile trading as investors assessed the latest economic data and corporate earnings results…
Last week U.S. equity indices once again posted mixed performance in volatile trading as investors assessed the latest economic data and corporate earnings results…
Equity volatility rose to the highest levels since April as the seismic rotation out of U.S. mega-cap stocks continued for a second straight week….
The topic of interest rate cuts continues to dominate the financial markets. Investors are focused on when the Federal Reserve will lower rates, all while keeping a close eye on corporate earnings and valuations. READ MORE
Investment-grade corporate bonds remain attractive given their lower risk and relatively high yields. Long-term investors who can handle volatility might consider high-yield bonds and preferred securities, but we wouldn’t suggest large positions in either.
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Growth vs Value Factor — one of the charts from our research.
