Insights blog
Wealth management news and analysis
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Blog
For the period April 1 – April 30, 2024.
Executive Summary
Equity markets pulled back in April amid hawkish repricing of rate expectations. Inflation has proven to be stickier than most believed at the start of the year, but following the most recent Fed meeting, it still seems that the next interest rate move will be lower.
Blog
Written By: Natalie P. McNeal
Data Work By: Wade Zhou
It's well-documented that the surest, and often best, return on investments comes from playing the long game. But between stocks and real estate, which is the stronger bet?
Blog
For the period March 1 – March 31, 2024.
Executive Summary
Equity markets continue to march higher despite the historic duration of the inverted U.S. Treasury yield curve. Inflation has moderated and stabilized, while growth expectations have modestly improved, indicating that risks between inflation and economic growth are well-balanced.
Blog
By: Wade Zhou
America's economy has exploded since 1989.
Gross domestic product (GDP), which measures all of the goods and services produced in a year, grew from $9.9 trillion to $22.5 trillion from 1989 to 2023 (after accounting for inflation), according to the Bureau of Economic Analysis. This figure represents a massive increase in economic output.
Blog
For the period January 1 – January 31, 2024.
Executive Summary
U.S. equity markets hit new all-time highs in January, even as market expectations for interest rate cuts from the Fed were recalibrated. The Fed wants to be confident that inflation is stemmed prior to their first rate cut, so all eyes will focus on economic data, which currently supports their decision.