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Sell in May? Maybe Not | Weekly Market Commentary | May 6, 2024
With the Federal Reserve (Fed) pointing to higher-for-longer monetary policy last week (before Friday’s softer jobs report), we also explore how stocks perform during prolonged Fed pause periods.
That Was Quite A Week | Weekly Market Commentary | April 29, 2024
Stocks passed the test, with the S&P 500 up 2.7% for the week, recapturing most of the prior week’s losses despite a mixed GDP report and a double digit decline in shares of social media giant Meta (META) on April 25, after its results. Here we recap the week’s events and check in on sentiment.
The Ever-Changing Market Narrative | Weekly Market Commentary | April 22, 2024
Volatility has come back into the market as the narrative shifted toward a higher-for longer monetary policy backdrop.
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