Dueling Mandates in Play for FOMC

Atlanta Fed GDP Now Shows First Signs of GDP Sputtering in Several Years   The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the first quarter of 2025 came in at -2.8% on March 3, down from -1.5% on February 28. Following releases from...

The Market in Pictures, March 29

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:   Brett: It’s been a historic equity rally these past few months, here’s where this one sits relative to...

Rearview to Windshield, November 2023

October ’23 Market Recap: In a part of the year, in which the market tends to witness some seasonal weakness, the S&P notched its first negative three-month performance since 2020. The S&P 500 was down -2.10%. This has been a stressful few months for...

The Market in Pictures, October 27

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:   Dave: Investors are banking on a new period of earnings growth once this earnings trough is completed...

Rearview to Windshield, October 2023

September ’23 Market Recap: As the weakest seasonal period for equities historically, September is doing what September does. The S&P 500 was down -4.8%. This was a stressful quarter for investors with few places to hide amidst the market pullback that weighed on...