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 π
Fireworks kick off July as the market rally continues
Stocks Up on Unemployment? π€
Have you ever wondered why the stock market rises on unemployment?
Inflation Cheer π
The market rally continues on inflation cheer
Inflation Euphoria π
Market surge after CPI data shows inflation moderating and lack of surprise at Fed meeting.
May In-Review
The S&P 500 rebounded in May ending up +5% with investors rallying on #RateCuts relief and #AI optimism. After an early pop, June has been trading more tentatively ahead of new inflation data.
Calm Before the Storm π₯οΈ
Markets continue to rise ahead of big macro week
Flat, but Eventful π
Volatile week despite S&P ending essentially flat
Rate Cuts & the Market
Investors are so focused on rate cuts this yearοΌwhy does the stock market care?
Markets Cheer April CPI
Markets pop on rate cuts and “Goldilocks” soft landing optimism after inflation growth slightly moderates in April.