March In-Review ☄️
The S&P 500 rose another 3% in March adding a 5th straight green month to the market rally. Entering April, we’re seeing a lot more hesitation with expectations sky high.
Anxiously Waiting 🕰️
Slow, but volatile week as markets await new PCE data released on holiday
Dovish Fed 🕊️
Markets surge to new highs after dovish Fed holds #RateCut expectations steady
February In-Review 😍
The S&P 500 surged 5% in February extending the market rally to four months. We’re seeing similar optimism in March so far, but with a lot more hesitation.
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.
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.