Election Shine Fading?
Equities and bonds dropped last week as inflation moved higher and uncertainty about tariffs, et. al. hit markets.
Fed & Election Move Markets
Virtually all risk assets were higher last week after the election results and another rate cut by the Fed.
Economy Catching Up To Markets?
It's usually said that markets trade ahead of the economy. So is the economy catching up?
Volatility Hits Bonds and Equities
Both equities and fixed income edged lower last week as volatility picked up.
Shift In Markets As Economic Data Improves
Markets shifted last week as tech names gave way to "value" stocks.
Markets Adjusting To Life After Rate Cuts
Growth stocks rebounded last week, but AI-related names did not participate as much in the rebound.