Tag Archives: soft landing

  • Last Week’s Markets in Review: Current Prices, Inflation and Monetary Policy

    The CPI rose 0.4% for the month, putting the 12-month inflation rate at 3.5%, or 0.3 percentage points higher than in February. Economists surveyed by Dow Jones had been looking for a 0.3% gain and a 3.4% year-over-year level. Excluding the volatile food and energy components, the core CPI reading also accelerated 0.4% on a monthly basis while rising 3.8% from a year ago, compared with respective estimates for 0.3% and 3.7% ... Read More

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  • Last Week’s Markets in Review: Earthquakes, Eclipses, and… Jobs

    While the world was focused on major earth-moving quakes on the East Coast of the United States and the anticipation of a rare solar eclipse, markets were busy digesting a robust U.S. jobs market. In March, U.S. job growth exceeded expectations, with 303,000 jobs added and the unemployment rate falling to 3.8%, while wages rose by 0.3%, the smallest increase since June 2021 ... Read More

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  • Last Week’s Markets in Review: Strong Consumer Data Contributes to the Equity Rally

    In a trading week that was shortened in observance of the Easter holiday, the economic calendar was robust with new data. On Tuesday, the U.S. Census Bureau released the Durable Goods Orders for February with new orders increasing by 1.4% on a monthly basis, slightly better than the consensus estimate of 1.3%. Notably, this marked the first positive monthly result following two consecutive monthly decreases ... Read More

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  • Last Week’s Markets in Review: March Madness All Over Again

    Exactly two years ago to date we had written a market update labeled “March Madness”. The basis of the commentary was not about excitement surrounding the NCAA basketball tournament as many would have preferred, but instead it was talking about the commencement of the Fed’s interest rate hiking cycle ... Read More

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  • Last Week’s Markets in Review: Hotter Inflation May Delay First Rate Cut

    As has been the case for the past 18 months, inflation data was the focus of market participants last week. Inflation has been the driving force for the Fed's monetary policy throughout this period. On Tuesday, the Bureau of Labor Statistics (BLS) released the February Consumer Price Index (CPI). CPI is a broad measure of the costs of goods and services ... Read More

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  • Last Week’s Markets in Review: Elections and the Markets

    One of the primary focuses for 2024 is the outcome of the November presidential election in the United States. The fiscal policy differences that the Democrat and Republican parties favor will significantly affect potential corporate tax rates and the individual tax rate sunset that will occur in 2025 from the Tax Cuts and Jobs Act coming to an end ... Read More

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  • Last Week’s Markets in Review: Rally Continues Through Mixed Economic Data

    The Commerce Department reported on durable goods orders for January. The report showed that orders for long-lasting manufactured goods fell by the most (6.1%) in nearly four years amid a sharp drop in commercial aircraft ... Read More

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  • Last Week’s Markets in Review: AI Overshadows Fed Minutes

    Last week's holiday-shortened trading period had few data releases that would cause significant market movement. Under "normal" circumstances, the Federal Reserve's January policy meeting minutes would have highlighted the week. Instead, the market was more focused on earnings from artificial intelligence (AI) chip-making giant Nvidia and forward guidance for the now 3rd largest company by market capitalization in the world ... Read More

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