One thing: The whole deal on wholesalers One thing moving markets is the emptier shelf at wholesalers. That's because when warehouses have a decline in inventory, it often correlates with a decrease in economic growth.
April market recap: Stock market momentum falters April saw a focus on the Fed, along with the concept that good news for the economy is bad news for asset prices. Here's the recap on last month.
Capital markets perspective: On investors’ minds The first quarter of 2024 represents the fourth-best start for the S&P 500 in any year so far this century. More on what defined this season, including inflation, rates and, oh, AI.
One thing: The road ahead One thing that’s moved markets is the journey of consumer sentiment, which slid to its lowest level since mid-2022. The latest reading hints at what may lie around the corner.
Capital markets perspective: No going back Earnings, consumer sentiment, and reports on economic activity dominated last week's calendar. This week will be another full one for capital markets. Here's our perspective.
One thing: AI enters the earnings chat One thing that’s moving markets is the ongoing AI enthusiasm in the first quarter earnings season. Here's what (and how much) is being said.
Capital markets perspective: April showers A recap of weekly happenings across stock performance and earnings, jobs, and real estate, as well as the latest on interest rates and inflation.
One thing: Wages outpace inflation One thing that moved markets is the noteworthy rise in America’s paycheck, with a 3.5% year-over-year increase in the first three months of 2024.
Capital markets perspective: Measure twice, cut once When working with wood, there’s a saying that you should always measure twice before making a cut – an approach that the Federal Reserve has also apparently taken by repeatedly re-measuring and re-marking their line before firing up the saw.
One thing: Coming in hot One thing that moved markets is US consumer prices, which came in hotter than expected in March.
Capital markets perspective: Labor market resilience The Bureau of Labor Statistics reported that the US created more than 300,000 new jobs last month, significantly more than expected.
March market recap: Stocks rise as rates worries cool Global stocks rose in March, buoyed by generally solid readouts on economic growth and corporate earnings. Here's the recap on last month.