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Investing

February 2024 Market Commentary

U.S. equity markets hit record highs in January 2024 as strong GDP growth, resilient labor markets, and easing inflation shaped Fed rate cut expectations. Explore key economic data, market trends, and investment insights in our monthly recap.
Feb 6, 2024
Investing

December 2023 Market Commentary

For the period November 1 to November 30, 2023. Executive Summary U.S. equity markets bounced back with historically strong returns in November as yields on longer-dated Treasuries declined. If inflation has been tamed and rate hikes are in the rearview mirror, a recession may be averted—but the era of interest rates anchored near zero may also be behind us.
Dec 6, 2023