by News Room | Nov 18, 2024 | Market Update
Trade dynamics have shifted considerably since President Trump’s first administration. Reshoring among U.S. businesses and headwinds to the Chinese economy may limit the inflationary impact from rogue trade policy. It’s a Whole New World One of the biggest fears for...
by News Room | Nov 4, 2024 | Market Update
As Election Day approaches, we discuss potential stock market implications of various possible outcomes. But before we get into that, we offer our regular public service announcement around elections and investing. Political views are best expressed at the polls and...
by News Room | Oct 21, 2024 | Market Update
The bar for third quarter earnings is low, with analysts currently expecting only about a 3% increase in S&P 500 earnings per share (EPS). That low bar and a supportive economic environment points to potential upside. However, stocks may already be pricing in...
by News Room | Oct 7, 2024 | Market Update
Federal Reserve (Fed) Chair Jerome Powell said last month’s decision to cut the fed funds target rate by a half percentage point was due to a “recalibrating” policy, as the Fed follows its dual mandate regarding inflation and growth. The new buzzword — recalibration —...
by News Room | Sep 23, 2024 | Market Update
Of course, last week’s headliner was Jerome Powell and the Federal Reserve (Fed) cutting rates by a half percent on Wednesday, September 18, the first time since the COVID-19 pandemic broke out in 2020. The Fed “pause” ended at 423 days and now stands as the...
by News Room | Sep 10, 2024 | Market Update
Second quarter earnings season is in the books, and it was a good one. S&P 500 companies collectively grew earnings at a double-digit pace for the first time in three years. Companies beat estimates at a solid 79% clip. Guidance from company CEOs and CFOs was...
