November 2024 Market Review
Another month of solid economic data and a shifting presidential administration drove markets in November. The FOMC announced a move to lower rates by 25 bps. While the move was expected by the market, FOMC commentary was viewed as slightly hawkish given...
October 2024 Market Review
Strong economic data released in October saw U.S. Treasury yields rise sharply across the curve, breaking a five-month streak of falling rates. Inflation data was higher than expected with services inflation, particularly shelter, remaining persistently high. Other economic data also pointed to...
September 2024 Market Review
As we bid adieu to summer and welcome autumn in the Northern Hemisphere, temperatures drop, colors change, and daylight shortens. We could say that all things political, economic, and financial are pivoting as well. The presidential election fast approaches and features a...
August 2024 Market Review
Interest rates fell and the yield curve continued to steepen throughout August. The 10-year Treasury yield ended at 3.91% and the 2-year/10-year spread moved to nearly flat, after more than two years of inversion. On the heels of cooling inflation data and...
July 2024 Market Review
Rates fell and the yield curve steepened in July, following a series of weaker U.S. economic data releases and major political events. The assassination attempt on former President Trump supported an already steepening yield curve as election concerns of inflationary fiscal policy...
June 2024 Market Review
Despite various conflicting economic data points, the U.S. economy continued to perform well. Consumers, the core of the economy, displayed resilience. Earnings of large public businesses behaved well relative to expectations, resulting in strong year-over-year growth and positive revisions for the rest...
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