For the period September 1 – September 30, 2024. Executive Summary Despite recent bouts of volatility, equity markets marched higher, ending the third quarter at all-time highs. The Fed began a recalibration of interest rates with a 50-basis point cut, as they see balanced risks to both inflation and employment.

Learn how GICS sectors respond to interest rates and the business cycle in this Investment Management Foundations episode with Senior Portfolio Manager Ayako Yoshioka.

In this video, Wealth Enhancement investment specialists share economic highlights, market updates, and more.

For the period July 1 – July 31, 2024. Executive Summary Volatility returned to markets as investors grappled with mixed economic data, political headlines, second-quarter earnings, and central bank policy meetings. Despite the challenges, the totality of data suggests that the U.S. economy is still expanding, as investors eagerly await the Fed’s next move.

In this episode of “Investment Management Foundations,” Ayako Yoshioka, Wealth Enhancement Senior Portfolio Manager, breaks down how investment markets fluctuate during presidential election years and how markets respond to Democratic and Republican presidents. VIDEO TRANSCRIPT BELOW

Explore how equity markets rebounded in May 2024 amid strong corporate earnings, moderating inflation, and shifting consumer spending. Get insights on GDP trends, CPI data, and key market movements across sectors.

In this video, Wealth Enhancement investment specialists share economic highlights, market updates, and more.

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.

U.S. equity markets hit record highs in January 2024 as strong GDP growth, resilient labor markets, and easing inflation shaped Fed rate cut expectations. Explore key economic data, market trends, and investment insights in our monthly recap.

For the period November 1 to November 30, 2023. Executive Summary U.S. equity markets bounced back with historically strong returns in November as yields on longer-dated Treasuries declined. If inflation has been tamed and rate hikes are in the rearview mirror, a recession may be averted—but the era of interest rates anchored near zero may also be behind us.