Last Week’s Summary S&P 500 Index rose 2.31% International Equities rose 4.02% Emerging Markets rose 2.99% U.S. 10-Year Treasury Yield fell to 4.45% CPI fell to 3.2%; Core fell to 4.0% Initial Jobless Claims rose to 231k PPI fell to 1.3%; Core fell to 2.4% What to Watch for This Week M, 11/20/23 Leading Index […]
Market Summary – November 20, 2023 Read More »
Please find our Q3 2023 Commentary below, “Creating a Risk Framework” RIM_Q3_Commentary_F_eb3094f90e
Q3 2023 Investment Commentary Read More »
“Drawdown” is a financial term used to describe how much loss a portfolio or position has experienced in a given date range from its high point (also known as peak). Most of the time you will see headlines only capture the extreme of the scenarios. They focus on “all-time highs” or the “lowest lows” when
Weekly Client Letter – November 13, 2023 Read More »
Last Week’s Summary S&P 500 Index rose 1.35% International Equities fell 0.70% Emerging Markets rose 0.03% U.S. 10-Year Treasury Yield rose to 4.65% Initial Jobless Claims stayed at 217k U. of Mich. Sentiment fell to 60.4 U. of Mich. 1 Yr. Inflation rose to 3.2% What to Watch for This Week M, 11/13/23 NY Fed
Market Summary – November 13, 2023 Read More »
The Federal Reserve recently decided to keep interest rates at a 22-Year high for the second time in a row. Fed Chair Jerome Powell, during a press briefing, showed caution, raising doubts about future rate hikes. The U.S. job market has cooled off, and this is guiding the Federal Reserve’s approach. It suggests that interest
Weekly Client Letter – November 6, 2023 Read More »
Last Week’s Summary S&P 500 Index rose 5.88% International Equities rose 4.26% Emerging Markets rose 3.12% U.S. 10-Year Treasury Yield fell to 4.57% FOMC left rates unchanged at 5.25-5.5% Initial Jobless Claims rose to 217k Change in Nonfarm Payrolls fell to 150k Unemployment Rate rose to 3.9% What to Watch for This Week T, 11/7/23
Market Summary – November 6, 2023 Read More »
The first half of this year was a tale of upward momentum in risk assets. In fact, we witnessed a remarkable 28% surge from the low point in 2022, effectively marking the return of a bull market. However, the third quarter unfolded quite differently, primarily influenced by the Federal Reserve’s steadfast commitment to keeping interest
Weekly Client Letter – October 30, 2023 Read More »
Last Week’s Summary S&P 500 Index fell 2.52% International Equities fell 0.89% Emerging Markets fell 0.61% U.S. 10-Year Treasury Yield fell to 4.83% GDP rose to 4.9% Initial Jobless Claims rose to 210k Personal Income fell to 0.3% Personal Spending rose to 0.7% What to Watch for This Week M, 10/30/23 Dallas Fed Manf. Activity
Market Summary – October 30, 2023 Read More »
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