Last week’s January CPI report came in above expectations, with headline CPI rising 0.3% m/m and 3.1% y/y. Shelterprices, which increased 0.6% in January, accounted for over 2/3 of the monthly increase in headline CPI.
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weekly_market_recap-02-19-2024
Market Rollercoaster
The S&P 500 broke the 5,000 level recently for the first time in history as investors embraced euphoria and rallied.1 And then tumbled as investors got jittery.2 Then yo-yo’d a bit more. What’s going on? Let’s talk about investor psychology.… Read More
Inflation is often feared to be a self-fulfilling prophecy, as consumers and businesses that expect higher prices mayinadvertently fuel inflationary pressures themselves. For example, consumers may ask for a raise or accelerate purchases to front-run rising prices, while businesses may hike prices in anticipation of higher input costs.… Read More
Last week, the Middle East conflict escalated with the tragic attacks on U.S. troops and more threats on ships in the RedSea. Along with causing more volatility in oil prices, the conflict is negatively impacting global maritime trade. Just inthe past two months, traffic through the Suez Canal, which handled 12-15% of global maritime trade in 2023, has beenreduced by 42% according to the UN.… Read More
After a two-year stretch marked with significant uncertainty, the S&P 500 overcame the “wall of worry” about a potentialhard landing for the U.S. economy, achieving a new all-time high on Jan. 19 and notching successive highs for fivestraight days last week.… Read More
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A necessity that underpins stability and growth for your business and you
Financial planning is a critical element for the success of any private business owner. It provides a roadmap for achieving both short-term and long-term goals and ensures the financial health of the business.… Read More
The week in review– Retail sales: +0.60% m/m– Retail sales ex-auto: +0.40% m/m
The week ahead– 4Q23 real GDP (first estimate)– Markit PMIs (prelim.)
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weekly_market_recap_01-22-2024
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Over the past two years, the Federal Reserve’s aggressive monetary tightening lifted short-term interest rates to theirhighest levels since the early 2000s. As a result, investors pounced on cash-like products for both safety and incomein 2023, pushing money market fund assets to a record high $5.98 trillion, and this number is still climbing.… Read More
Markets finished the year strong, with positive returns across most major asset classes in December. Investors reactedpositively to the Federal Reserve’s dovish comments regarding monetary policy, with interest rate cuts potentially comingsooner in 2024 rather than later.
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