The state of the economy has historically played a vital role in influencing the performance of US equities during election years. Our analysis suggests that investors may want to stay invested, particularly if reasonable growth and inflation are expected, as there is still time to strategically position portfolios.
Monthly Archives: March 2024
16 posts
The remarkable progress in humanoid technology, fueled by groundbreaking technical advancements and cost reductions, signals the potential for disruptive shifts across industries. Despite current challenges in combining mobility and cognitive abilities, we expect innovation to continue and broad-ased adoption to follow.
As stocks extended their tech-lead advance, AI names powered the gains in the S&P 500 and the Nasdaq Composite.
The entrenched nature of inflation, including high wages, fierce services spending, increased input costs and supply chain issues, expectations for rate cuts are likely to fade as the potential for another Fed rate increase becomes more likely.