July In-Review
The S&P 500 finished July up +1% on #Goldilocks cheer. However, optimism sharply reversed in August on recession fears.
Bad News is Bad News 📰
Markets tumble as the #Goldilocks soft landing optimism fades
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.
Fireworks 🎆
Fireworks kick off July as the market rally continues
Stocks Up on Unemployment? 🤔
Have you ever wondered why the stock market rises on unemployment?
Calm Before the Storm 🌥️
Markets continue to rise ahead of big macro week
Blooming May 🌸
Markets continue to extend May’s early optimism
Q1 Macro Review 🧐
Markets strongly rallied in Q1 on #AI euphoria despite delayed #RateCut expectations
Macro Volatility ️🏦
Markets end lower after a volatile macro week
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.