Economic Perspectives: Consumers Start to Expect Lower Interest Rates
The University of Michigan publishes a monthly Survey of Consumers that assesses
the confidence and expectations of U.S. consumers.
4Q 2023 Recap & 1Q 2024 Outlook
Financial markets underwent a sizeable shift in the fourth quarter. Treasury yields, which spiked in Q3, reversed lower as inflation eased and the Federal
Rates vs Reality: Why Higher Interest Rates Haven’t Impacted the Economy Yet
The Federal Reserve has raised interest rates by more than 5% since March 2022. It’s been the fastest pace of tightening in decades, but data shows the economy
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S&P 500 Registers its Biggest Monthly Gain Since July 2022
The S&P 500 Index gained +9.1% in November, slightly underperforming the Russell 2000 Index’s +9.2% return. Ten of the eleven S&P 500 sectors traded higher
Key Benefits of Year-End Tax Loss Harvesting
In a perfect world, investors would only see gains when checking their accounts. But in the real world, the stock market can be volatile and doesn’t always
Stocks & Bonds Trade Lower as Interest Rates Continue to Rise
The S&P 500 Index declined -2.2% in October but outperformed the Russell 2000 Index’s -6.9% decline. The Utility sector was the top-performing S&P 500 sector