The small cap rotation continued this week amid elevated uncertainty July 22, 2024 Increased uncertainty following the Trump assassination attempt and global IT outage didn’t derail the small cap rotation. Read More
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. Read More
In the holiday-shortened week, data showed a continued economic cooling July 8, 2024 Equities rose across the globe and U.S. treasury yields widened in the short U.S. trading week. Read More
Markets were influenced by moderating inflation last week July 1, 2024 As the Fed’s preferred inflation measure came in as expected, U.S. equities mostly rose while corporate bonds fell. Read More
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. Read More