Rearview to Windshield, March 2024

by | Mar 4, 2024 | Blog, Market Updates

February ‘24 Market Recap: Helped by better-than-expected earnings, the S&P 500 (+5.3% total return) clocked a fresh high in Feb. But just 26% of stocks outperformed the index, similar to recent months, and 45% of the index’s gain came from four stocks:...

The Market in Pictures, February 23

by | Feb 23, 2024 | Blog, Charts

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence:   John Luke: Rate expectations have changed dramatically in a few short weeks   Data as of 02.23.2024...
“Powell did reiterate that most members of the committee see cuts happening this year, although likely these are pushed to later in the year where the Fed has more time to see inflation data continue to show improvement”

“Powell did reiterate that most members of the committee see cuts happening this year, although likely these are pushed to later in the year where the Fed has more time to see inflation data continue to show improvement”

by | Feb 1, 2024 | Market Notes, Media Notes

Fed Holds Rates Steady, Pushes Back on Cuts: What the Experts Are Saying     Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational...