Powell’s speech this week hinted at an approaching rate cut August 26, 2024 Amid little economic data this week, the Fed’s speech helped equity and bond markets rise.
The soft-landing narrative was supported by this week’s economic data August 19, 2024 Strong retail sales, moderating inflation and fewer jobless claims supported the market’s expectation of a September rate cut.
The markets recovered from last Monday’s sell-off, but volatility persists August 12, 2024 Stocks made a comeback after a roller-coaster week; now, all eyes are on next week’s inflation report.
Concerns about labor added volatility to the U.S. markets this week August 5, 2024 Concerns about a slowing labor market and economic growth, and rising geopolitical tensions hurt markets this week.
Lower-than-expected inflation drove the markets last week July 15, 2024 Lower-than-expected inflation numbers drove a rotation from large growth toward small value stocks and a sharp drop in short duration bond yields.
Heightened geopolitical tensions and reduced rate cut expectations drove markets April 22, 2024 External forces drove markets and led to higher volatility across commodities and equities.