The Harris Trade
The Trump trade takes a breather after President Biden drops out. Welcome to the new Harris trade!
Inflation Declines 🎉
Markets extend rally as inflation progress continues
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?
Inflation Cheer 🎉
The market rally continues on inflation cheer
Inflation Euphoria 😊
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 🌥️
Markets continue to rise ahead of big macro week
Flat, but Eventful 😅
Volatile week despite S&P ending essentially flat