Posted inMarket Commentary
Retrospective: Week of 12/16-12/20
Macro Events & News This week, the Federal Reserve reduced its benchmark interest rate by 0.25 percentage points to a range of 4.25% to 4.5%, marking its third consecutive…
Posted inMarket Commentary
The Week Ahead: Week of 12/16-12/20
A pivotal week ahead with the highly anticipated FOMC interest rate decision on Wednesday, where markets widely expect a 25 basis point cut. Adding to the potential market turbulence, key…
Posted inMarket Commentary
Retrospective: Week of 12/9-12/13
Macro Events & News The November Consumer Price Index (CPI) rose 2.7% year-over-year, matching expectations but marking an increase from October, signaling persistent inflation. Additionally, the Producer Price Index…
Posted inMarket Commentary
Retrospective: Week of 12/2-12/6
Macro Events & News The U.S. labor market showed signs of resilience in November, with a stronger-than-expected payroll increase of 227,000, surpassing economists' forecasts. However, the unemployment rate edged…
Posted inMarket Commentary
Retrospective: Week of 11/25-11/29
Macro Events & News The past week was shortened due to the Thanksgiving holiday, resulting in lighter economic news. On Wednesday, GDP and PCE data were released, coming in…
Posted inMarket Commentary
Retrospective: Week of 11/18-11/22
Macro Events & News There seemed to be a rotation out of mega-cap stocks, which have outperformed recently, into cyclicals, as evidenced by the Dow outperforming the other major…
Posted inMarket Commentary
Retrospective: Week of 11/11-11/15
Macro Events & News Wednesday's CPI data initially sparked optimism as it met expectations, but the bullish momentum faded throughout the day as it became clear that inflation had…