September In-Review 🧊
The Fed poured cold water on the #Goldilocks soft landing in September, but hope reigns eternals as optimism is building again.
The Fed poured cold water on the #Goldilocks soft landing in September, but hope reigns eternals as optimism is building again.
“Goldilocks” optimism reverses on extended OPEC production cuts and stronger jobs data
Investor optimism for the “Goldilocks” soft landing cooled in August before heating up again to end the month.
The S&P 500 rose +3% in July as investors remained giddy the market was heading for the ideal “Goldilocks” soft landing.
Volatile markets turbulent as debt downgrade weighs on relatively solid earnings.
A bullish 1H rebounds from 2022’s losses. Heading into the 2H, we see markets moving on rate hikes, recession expectations and AI.
The S&P 500 enters a bull market with investors optimistic moderating economic data will lead to Goldilocks economic outcome.
S&P 500 exits current bear market with CPI & Fed on tap
Markets extend rally after May jobs reports comes in “just right”…
Rate hikes may be ending while April jobs report shows no slowdown.