Google and Apple just picked a better decade

Here’s what these investments mean for the US economic future

Two themes developed with fresh economic data released last week. First, June inflation data painted a mixed picture. The second theme revolved around consumers, who continued to be a source of strength for the economy.

This bull market takes challenges in stride

The 2024 US presidential election will likely have a significant impact on markets, with the potential for policy changes and increased political volatility. The current macroeconomic backdrop favors President Joe Biden more than what political polls suggest, with most macroeconomic indicators pointing towards an improving economy.