May In-Review
The S&P 500 rebounded in May ending up +5% with investors rallying on #RateCuts relief and #AI optimism. After an early pop, June has been trading more tentatively ahead of new inflation data.
Calm Before the Storm ๐ฅ๏ธ
Markets continue to rise ahead of big macro week
Saved by the Bell ๐
Markets cool from highs on tech enterprise weakness
T+1 Settlement
New T+1 settlement rules that went into effect yesterday offers investors quicker access to cash from selling.
Flat, but Eventful ๐
Volatile week despite S&P ending essentially flat
The Nvidia Effect Q2’24
Nvidia surges on another blowout earnings driven by #AI buildout demand, but all-time highs have markets cautious on the rest of the ecosystem.
Rate Cuts & the Market
Investors are so focused on rate cuts this year๏ผwhy does the stock market care?
Inflation Recovery ๐
Markets push to new all-time high on moderating inflation
Markets Cheer April CPI
Markets pop on rate cuts and “Goldilocks” soft landing optimism after inflation growth slightly moderates in April.
Blooming May ๐ธ
Markets continue to extend May’s early optimism