Back to Macro 💸
After another AI rally, markets turn its focus back to the macro environment
AI Keeps Chugging 🚂
Off-cycle AI earnings keeps the hype train (and overall markets) moving up
All Aboard the AI Train 🚄
Blowout earnings from Nvidia sends market to new high
January In-Review 🍾
The S&P 500 extended the end of 2023’s market optimum rising 1.6% to start 2024. We’ve seen that momentum continue into February.
Inflation Reheating 🥵
Market rally disrupted by hotter-than-expected inflation data
5,000 🏆
S&P 500 tops the 5,000 point milestone as markets remain giddy
Tech ‘N Jobs 📈
S&P 500 hits new highs as tech and jobs overcome hawkish Fed
Creeping Higher 🐛
S&P 500 continues to inch up to new highs despite mixed early earnings
New Highs 🏔️
Strong tech optimism pushes S&P 500 to new highs after 2 years
New Year, New Market 2024 🎉
Overall, we’re optimistic for 2024. We still expect rate cut timing volatility near-term, but more confident we’ve entered the next bull market pending a mild recession this year.