Markets surge in November with investors feasting on the end of #RisingYields and a #Goldilocks soft landing
The Fed poured cold water on the #Goldilocks soft landing in September, but hope reigns eternals as optimism is building again.
The S&P 500 rose +3% in July as investors remained giddy the market was heading for the ideal “Goldilocks” soft landing.
Strong bank earnings and market rotation offset weakening high-growth.
Cautious, sideways market with big earnings week on tap
Growth pulls ahead as banking crisis limits the Fed’s options
Fed throws cold water on the new year’s rally as inflation declines slow and rate expectations rise
Despite opening on #COVIDRecovery optimism, 2022 was a year of skyrocketing #InflationFears, global #UkraineCrisis shock, and #RisingYields disbelief
Mixed retail data shows consumer confidence cooling
Runaway peaking inflation rally hits a wall. Still early innings for #RisingYields as markets reevaluate #RecessionWatch impact.