Assessing the Outlook for 2024
John E. Charalambakis & Mohamed Ramzi Roshdi We all remember, not with the fondest memories, the market performance in 2022. The S&P 500 lost 19.4%, and even long-term government bonds performed badly (losing 31.2%) as interest rates kept rising. The...Weekly Market Update
Global Market News Global equities cool Global equities cooled this week after a strong US jobs report pushed back the expected timeline on when the Federal Reserve would begin cutting rates. The Dow Jones and S&P 500 increased 0.01% and 0.21%, respectively, while...Geopolitics & the Day After
As we enter the last month of 2023, we take a look at recent news items that have appeared in this year’s final few weeks. We begin with the notable developments coming out of the COP28 climate summit hosted in Dubai. Next, we look at investors’ sentiments...The Wooden Nickel: What’s So Special About Nvidia?
The Wooden Nickel is a collection of roughly a handful of recent topics that have caught our attention. Here you’ll find current, open-ended thoughts. We wish to use this piece as a way to think out loud in public rather than formal proclamations or projections. 1....Weekly Market Update
Global Market News Global equities make gains Global equities made gains this week. The Dow Jones and S&P 500 increased 2.42% and 0.77%, respectively, while the Nasdaq rose 0.38%. The US 10-year Treasury continued its decline, closing the week at 4.21%. The price...Sign Up for Our Publications
