Insights and Commentary…
Monthly Market Insights: September 2024
The S&P 500 eked out a modest gain in August, after a weak July jobs report led to a sharp sell-off to begin the month. Meanwhile, the Federal Reserve has signaled that rate-cuts are likely to begin with the September Federal Open Markets Committee meeting; however, the magnitude of said cuts remains uncertain. In our […]
// READ MORE //Monthly Market Insights: August 2024
Softening inflation, declining bond yields, and rising prospects for Fed rate cuts starting in September sparked a dramatic rotation in US equities, which saw the Russell 2000 index surge while big tech declined. As the calendar turns to August, a bout of soft economic data and renewed recession fears have risk assets under pressure. In […]
// READ MORE //2024 Mid-Year Review
Element Pointe is pleased to present our 2024 Mid-Year Review: The More Things Change, the More They Stay the Same, where we discuss financial markets, the current state of the economy, and our key considerations for the second half of 2024 (Recorded on July 10, 2024).
// READ MORE //Monthly Market Insights: July 2024
The Artificial Intelligence trend, and receding inflation, catalyzed strong equity returns in the first half of the year. However, market concentration, diverging global monetary policy, and political uncertainty appear likely to heighten volatility through year-end.
// READ MORE //Monthly Market Insights: June 2024
U.S. equities bounced back sharply in May from April’s selloff. While the Fed left interest rates unchanged, it announced plans to begin tapering its quantitative tightening program. Learn more in Element Pointe’s Monthly Market Insights…
// READ MORE //Monthly Market Insights: May 2024
As we cautioned in last month’s monthly outlook, equities pulled back in April as the narrative around yields, inflation, and Fed rate cuts changed. With sentiment more balanced and continued resilient economic activity, we expect the market to trade rangebound through the summer months.
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