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Weekly Market Reviews

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September 27th, 2024

-Darren Leavitt, CFA US equity markets posted a third week of gains as global central banks continued to cut monetary policy rates. China, Switzerland, Mexico, Hungry, and the Czech Republic cut their

September 20th, 2024

The S&P 500 notched its 39th record high in 2024 on the back of a fifty-basis-point rate cut by the Federal Reserve. Global central banks took center stage this week, with the

September 13th, 2024

Markets bounced back nicely in the second week of September. It was an intriguing week of trade with several undercurrents to consider. The first and likely only Presidential debate between Harris and

September 6th, 2024

-Darren Leavitt, CFA Global equity markets tumbled due to economic growth concerns as the US Treasuries extended their gains from August. The holiday-shortened week started with weaker-than-anticipated manufacturing data out of China,

August 30th, 2024

-Darren Leavitt, CFA The final week of August was all about NVidia’s second-quarter earnings results and the Fed’s preferred measure of inflation, the PCE. Expectations for NVidia’s earnings were so high that

August 23rd, 2024

US financial markets inked another week of gains as investors cheered what they heard from global central bankers at the Jackson Hole Economic Symposium. In fact, the bulk of the gains were

August 18th, 2024

Markets reversed course last week as investors reassessed the economic narrative of a recession. Better-than-expected inflation data, alongside a robust reading of Retail Sales and a pullback on Initial Jobless Claims, tempered

August 9th, 2024

Wow, what a week for global financial markets. A rollercoaster ride for investors continued throughout the week as multiple narratives ricocheted off prior expectations. Crowded trades coupled with weaker-than-expected economic data in

August 4th, 2024

Last week, markets took a significant step back on weaker-than-expected labor data that challenged the idea of an economic soft landing. Mega Cap technology earnings continued to show massive cap-ex spend on

Jul 26, 2024

Financial markets traded mixed last week. News on Sunday that President Biden had decided not to pursue reelection and endorse his Vice President Harris induced a reassessment of the political landscape. However,

Jul 19, 2024

It was a very busy week on Wall Street as investors seemed inclined to rotate out of Mega-cap tech and into this year’s laggards. A failed assassination attempt on former President Donald

Jul 14, 2024

US financial markets were able to log another set of all-time highs as investors cheered a weaker-than-anticipated Consumer Price Index report that signaled more progress on the inflation front. The US Treasury