June In-Review
The S&P 500 continued to rally in June up +3.5% on significantly lower inflation data from May. Market optimism has extended into July with markets higher ahead of another round of inflation data.
The S&P 500 continued to rally in June up +3.5% on significantly lower inflation data from May. Market optimism has extended into July with markets higher ahead of another round of inflation data.
Fireworks kick off July as the market rally continues
Have you ever wondered why the stock market rises on unemployment?
Markets continue to rise ahead of big macro week
Markets continue to extend May’s early optimism
Markets strongly rallied in Q1 on #AI euphoria despite delayed #RateCut expectations
Markets end lower after a volatile macro week
The S&P 500 surged 5% in February extending the market rally to four months. Weβre seeing similar optimism in March so far, but with a lot more hesitation.
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.
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.