September 2024 Market Update

September 2024 Market Update

SEPTEMBER 2024 MARKET UPDATE Cooling inflation trend continues  I hope you and yours are doing well! I’m reaching out today with some insights about key market developments in August. A highly-expected, ready-to-cut Fed at the upcoming September policy meeting...
August 2024 Market Update

August 2024 Market Update

AUGUST 2024 MARKET UPDATE Narrative shift, rate cut likely Hoping this update finds you doing well! After a strong June, major U.S. equity indexes were mixed in July, indicating some divergence and a potential shift in the narrative to come. And so far, in limited...
July 2024 Market Update

July 2024 Market Update

JULY 2024 MARKET UPDATE June a Boon for U.S. Equities  Hope all is well with you! I’m reaching out today with an overview of key developments in June. Overall, diversified, long-term equity investors were in command throughout June as the recent rally continued amid...
June 2024 Market Update

June 2024 Market Update

JUNE 2024 MARKET UPDATE S&P 500 Has Best May Since 2009  Hope all is well with you! Stock index investors were in command throughout May as the major stock indexes resumed their rallies after consolidating in April. With the major U.S. equity market indexes...
May 2024 Market Update

May 2024 Market Update

MAY 2024 MARKET UPDATE Earnings, Sticky Inflation Fuel Markets Hope all is well with you. After a strong March, major U.S. equity indexes retreated in April. Rising Treasury yields were a prevalent theme for much of the month, while attention turned to corporate...
April 2024 Market Update

April 2024 Market Update

APRIL 2024 MARKET UPDATE U.S. equity indexes spring ahead  Hope all is well with you. Stock index investors were in command throughout March as the recent rally continued and showed signs of broadening to other sectors. As a bonus, the recent stock index rally was...