Macro Economic Overview / August 2024
Volatility returned to the equity markets in July as earnings became a focal point for technology and other growth oriented sectors. A weaker than expected...
Federal Reserve Says Homes Are 25% Overvalued – Housing Market Review
In addition to tracking inflationary pressures and wage growth, the Federal Reserve also tracks asset valuations to try to identify excessive increases. The Fed’s Financial...
Rates Start To Stabilize – Fixed Income Update
As recent economic data revealed a slowing economic environment in the second quarter, rates have begun to stabilize pointing to a downward trend over the...
Stock Indexes Not In Sync – Domestic Equity Overview
The second quarter saw varying performance across the S&P 500 Index as certain sectors outperformed while others underperformed. Technologies, utilities and communication services saw the...
Some Question Traditional Stock Market Indicator – Equity Analysis
The Dow Theory has been an indicator of the stock market for over 100 years, with a specific attention to transportation. It originated with a...
China Is Exporting More & Making Cheap Products Cheaper – Global Trade Update
China is flooding global markets, including the U.S., with cheap exports across various industries including steel, electric vehicles, solar panels, computer chips, and other manufactured...
Banks Get A Stress Test & Pass – Banking Sector Review
The Federal Reserve reported in June that results of its annual bank stress test showed the largest U.S. banks and lenders have sufficient capital to...
Average Auto Loan Amounts Head Lower – Consumer Finance
As auto sales have decreased over the past few months, so have the prices paid for automobiles and light trucks. Recent data compiled by the...
Macro Economic Overview / July 2024
Markets were influenced by election dynamics and economic data in June as equities and bonds responded to uncertainty surrounding the direction of future fiscal policy...
Market Indexes / July 2024
(all values as of 06.28.2024) Stock Indexes: Dow Jones 39,118 S&P 500 5,460 Nasdaq 17,732 Bond Sector Yields: 2 Yr Treasury 4.71% 10 Yr Treasury...