Jan 31, 2024
Explore the 'Santa Claus Predictor' in our latest podcast episode. Learn how the S&P 500's performance during key December and January dates can signal its yearly direction. With mixed signals for 2024, we also delve into the robust end-of-year market rally in 2023 and discuss the promising economic outlook for the year...
Jan 24, 2024
The American consumer sentiment, heavily affected by the COVID-19 pandemic and subsequent Federal Reserve rate hikes in 2022, has been recovering since hitting a low in July 2022, reaching a two-year high in January. Despite ongoing concerns like international conflicts and inflation, household financial conditions are...
Jan 17, 2024
In 2023, the stock market, led by major tech companies, saw significant gains with the S&P 500 up by 26%, while the fixed income market experienced unexpected fluctuations in interest rates. Looking ahead to 2024, the stock market is considered more expensive, with expectations of continued growth and margin expansion,...
Jan 10, 2024
Our expectations of a stock market yearend rally were modest due to waning retail sales and consumer confidence reported in October. As it turned out, the yearend rally exceeded our and most expectations as institutional investors added stocks to their portfolios that rallied the S&P 500 by 17% and NASDAQ by 23% since...