July In-Review ⚖️
The S&P 500 rose +3% in July as investors remained giddy the market was heading for the ideal “Goldilocks” soft landing.
Debt Downgrade ?
Volatile markets turbulent as debt downgrade weighs on relatively solid earnings.
Halftime Report 2023 ?
A bullish 1H rebounds from 2022’s losses. Heading into the 2H, we see markets moving on rate hikes, recession expectations and AI.
June In-Review ?
The S&P 500 enters a bull market with investors optimistic moderating economic data will lead to Goldilocks economic outcome.
New Bull Market ?
S&P 500 exits current bear market with CPI & Fed on tap
Goldilocks and the Jobs Market ?
Markets extend rally after May jobs reports comes in “just right”…
End of Rising Yields? ?
Rate hikes may be ending while April jobs report shows no slowdown.
Weakening Data ?
Markets waver as weak economic data gives pause to bull rally…
Banking Rollercoaster ?
Despite initial market concern, investor optimism surged in March with the #BankingCrisis stabilizing, end of #RisingYields hope and expectations for a #Recession2023 soft landing.
Start-Up Financial Crisis ?
Market fear surging on Silicon Valley Bank failure…