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…
Rising Rates Reality 💸
Fed throws cold water on the new year’s rally as inflation declines slow and rate expectations rise
Return of the Dove 🐦
Dovish commentary reinvigorates market rally in March