July In-Review ⚖️
The S&P 500 rose +3% in July as investors remained giddy the market was heading for the ideal “Goldilocks” soft landing.
Debt Downgrade 🧐
Volatile markets turbulent as debt downgrade weighs on relatively solid earnings.
The Last Hike? 💸
Markets rally again on economic soft landing hopes…
Bank Beats 🎶
Strong bank earnings and market rotation offset weakening high-growth.
Halftime Report 2023 🏈
A bullish 1H rebounds from 2022’s losses. Heading into the 2H, we see markets moving on rate hikes, recession expectations and AI.
Falling Inflation 😄
The market rally continues as inflation continues to moderate…
Tensions Rising 🌡
Mixed labor signals as investors continue to weigh rate hike and recession odds.
June In-Review 🐂
The S&P 500 enters a bull market with investors optimistic moderating economic data will lead to Goldilocks economic outcome.
Stressed Banks Pass 😅
Strong close to 1H 2023 as rally continues on bank stress tests and more balanced data.
Market Hesitancy 🤔
Markets more cautious breaking S&P 500’s 5-week green streak.