Display results

30 October
Rate Cuts Kick Off Continued Record Highs
Quick Take: As the Fed delivered a surprising 50bps rate cut, stocks reached new heights again while bonds rallied.[1] Expectations headed into September for market returns were somewhat low, in part because of historical seasonal underperformance.[2] Just a week before the September meeting, investors overwhelmingly expected the Federal Reserve (the Fed) to cut rates […]
Read more
12 September
Forward March
Quick Take: Stocks overcame early volatility in the month to notch a fourth consecutive month of gains.[1] Bonds advanced after the Federal Reserve Chairman Powell endorsed imminent rate cuts. [2] US stocks made modest gains in August, after a volatile month saw a series of positive economic data reports override concerns over the […]
Read more
21 August
Roaring First Half Gives Way to Tech Stumble
Quick Take: Stocks and bonds continued their upward trend in June, bolstered by mega technology companies and continued signs of cooling inflationary pressure.[1] Disappointing earnings led to a tech selloff in July, while the market now expects the first rate cuts in September.[2],[3] The summer kicked off in high gear, setting records. The US […]
Read more