Weekly Report: what happened at IWFH last week (0422-0426)?

Equities Play A Waiting Game

Consumption continued to drive growth in the first quarter. The waiting game continues for the U.S. Federal Reserve and other major central banks to cut interest rates this year. 2024 is shaping up to be a “normal” expansionary year with healthy levels of economic growth and inflation.

Weekly Report: what happened at IWFH last week (0415-0419)?

Weekly Market Pulse: Are Higher Interest Rates Good For The Economy?

Interest rates surged last week on the back of a hotter-than-expected inflation report. The rise in rates last week pushed the 10-year to its highest level since the peak at 5% in October of last year. Gold has been setting new highs, trading above $2400.

Equity Market Outlook Q2 2024: Extreme Distortions Everywhere - A Moment For Active Management

Home Market Outlook Today's Equity Market Outlook Q2 2024: Extreme Distortions Everywhere - A Moment For Active Management. Neuberger Berman: U.S. Economic growth has remained resilient and leads the world. Global Industrial Activity Is Picking Up While Early Signs Of Moderating Growth in Europe. We believe extreme market consensus presents a moment for active management.

Weekly Report: what happened at IWFH last week (0408-0412)?

Weekly Report: what happened at IWFH last week (0401-0405)?

April 2024 Perspective

Home Market Outlook Today's Market April 2024 Perspective: Manning & Napier. The market is continuing to focus on the soft landing scenario in the equity market. Energy and Materials were the strongest performing sectors in March. The Information Technology sector has started to show signs of cracks.

Weekly Report: what happened at IWFH last week (0325-0329)?

Weekly Report: what happened at IWFH last week (0318-0322)?

3 ETFs to Avoid as the S&P 500 Hit an All-Time Highs

Weekly Report: what happened at IWFH last week (0311-0315)?

Weekly Report: what happened at IWFH last week (0304-0308)?

Weekly Report: what happened at IWFH last week (0226-0301)?

Weekly Report: what happened at IWFH last week (0219-0223)?

Weekly Report: what happened at IWFH last week (0212-0216)?

Weekly Report: what happened at IWFH last week (0205-0209)?

Weekly Report: what happened at IWFH last week (0129-0202)?

Weekly Report: what happened at IWFH last week (0122-0126)?

Resilience Vs. Risk