November Review – Euphoric election response shifting to policy implications
Categories
Monthly Investment Updates
Monthly Update – November 2024
October Review – Rethinking the rate cut cycle
Monthly Update – October 2024
September Review – The long-awaited rate cuts begin
Monthly Update – September 2024
August Review – The return of volatility
August started off with a bang, as concerns over the health of the US economy and the unwinding of the Yen carry trade triggered volatile swings in the markets.
Monthly Update – August 2024
July Review – Cooler Inflation Triggers a Massive Rotation into Small Cap Stocks
On July 10, the Bureau of Labor Statistics reported that consumer inflation came in below expectations for the month of June.
Monthly Update – July 2024
June review – A political narrative ends while an economic narrative continues
Regardless of your politics, the June Presidential debate was not America’s finest hour.
Monthly Update – June 2024
May review – Interest rates are driving the stock market again
Monthly Update – May 2024
April review – Facing reality
Monthly Update – April 2024
March review – What are we waiting for?
Monthly Update – March 2024
February review –The soft landing takes the stage