Strong bank earnings and market rotation offset weakening high-growth.
A bullish 1H rebounds from 2022’s losses. Heading into the 2H, we see markets moving on rate hikes, recession expectations and AI.
Market rallies on debt ceiling optimism
Cautious, sideways market with big earnings week on tap
Growth pulls ahead as banking crisis limits the Fed’s options
Markets getting the party started as the Fed slows rate hikes again
Soft landing confidence increasing, will it hold with Fed on tap?
Despite opening on #COVIDRecovery optimism, 2022 was a year of skyrocketing #InflationFears, global #UkraineCrisis shock, and #RisingYields disbelief
Market surging on lower than expected CPI data
Market rallies off stronger earnings, but rate hike speculation volatility continues