While lower costs of capital helped stocks last year and continue to do so, recent earnings calls point to the potential for lighter yields to signal trouble. As equities trade near record highs amidst rates that have drifted lower, the consideration of a worn-out consumer is pivotal.
Stocks notched a solid gain last week, rallying behind upbeat earnings, a dovish Fed, and mixed economic data.
What’s happening with gold this month? In Talking Gold, we track changes in the gold market by looking at price trends, gold ETF flows, and fundamental drivers for the precious metal.
What message do you get if you cross a famous line from a beloved poem with the much-loved Star Wars saga?
Despite sticky inflation, the Fed reiterated that rate cuts were still on the table for this year, while several leading money center banks forecasted lower growth for the remainder of 2024 due partly to inflation and higher-than-expected rates.
The current state of the housing market remains a huge problem for 2%, as home values remain at all-time highs due to an undersupplied market and many homeowners who are locked in at 2% to 4% mortgages, constraining inventory and leading to sticky rents.
Exploring growth opportunities in the insurance, homebuilding, and biotech sectors for Q2 2024, highlighting the strong growth outlook, attractive valuations, and potential for innovation and disruption in these industries.
As the Federal Reserve prepares for its May 1 FOMC meeting, investors are focusing on the potential for rate cuts, but another aspect of Fed policy decision-making is flying under the radar - the balance sheet.