Five Insights on the Fed, Election, and Volatility in Q4
As the final quarter of the year commences, financial markets and the economy have surpassed many investors' expectations. Instead of a recession, there has been consistent growth, though more gradual, and inflation rates have declined towards the Federal Reserve's...
How Geopolitical Conflicts Impact Markets and the Economy
The recent escalation in the conflict between Israel and Hezbollah heightens the possibility of a full-scale war, adding to the ongoing instability in the Middle East. This situation is occurring amidst global uncertainty, with the Russia-Ukraine war, China-Taiwan...
What Fed Rate Cuts Mean for Investors
The Federal Reserve's decisions on interest rates continue to be a central concern for the markets. Although there is discussion about when and by how much rates should be cut, understanding why the central bank is reducing rates and the potential outcomes of the...
Tax Proposals and the Election
With less than two months until the presidential election, the policy platforms for President Donald Trump and Vice President Kamala Harris are gradually forming. Through speeches and debates, each candidate is laying out what they stand for and how they would change...
Three Investor Lessons from a Volatile Summer
As the post-Labor Day period begins, it's an opportune moment for investors to contemplate the markets and reassess their financial strategies for the year's remainder. August witnessed the most significant market downturns in two years, yet major indices have...
How Corporate Earnings Support the Market Rebound
In recent weeks, financial markets have shown remarkable resilience, nearly rebounding from the fluctuations seen at the start of August. Major stock indices are nearing record highs again, with the S&P 500 up 19.2% for the year, including dividends, just shy of...
How Presidential Elections and Economic Policy Impact Investors
As the presidential election approaches in two and a half months, the economic policy platforms of the candidates are just starting to emerge. This delay has led to investor worries regarding the potential effects of these policies on the economy and financial...
How Carry Trades and Market Fragility Impact Investors
Recently, financial markets have appeared more volatile, with investors expressing concerns about the economy, potential delays in interest rate cuts by the Fed, and lackluster tech earnings. Despite last week's fluctuations, major indices remained mostly stable from...
Special Update: Perspective on the Fed and Market Sell-Off
Paraphrasing Ernest Hemingway, stock market shifts often happen "gradually, then suddenly." In the last month, there has been a shift from large-cap technology stocks to small caps and other sectors. The recent jobs report triggered a sharp pullback in global stocks,...
What the Summer Market Rotation Means for Investors
With the summer's rise in temperatures, the stock market is also feeling the heat with increased volatility. Investors are shifting from large-cap technology stocks to a wider range of sectors and styles, notably small caps. Since reaching their peaks in mid-July, the...