Looking back, 2024 was another strong year for stocks. The market was driven higher by unwavering trends in technology, an enduring economy with moderating inflation, Fed rate cuts, and the prospect of investor-friendly policies from the incoming adm

With October behind us, we conducted a deeper dive into fund flows over the month. Flows measure the net movement of cash into and out of investment vehicles, such as mutual funds and exchange-traded funds (ETF). We analyzed flows to gain insight int

U.S. stocks pulled back this week as post-election momentum lost steam, paired with falling rate cut odds after hawkish remarks from Federal Reserve (Fed) Chair Jerome Powell. On the macro side, key inflation data arrived broadly in-line with estimat

With Donald Trump’s recent presidential election victory, the landscape for alternative investments may be poised for meaningful changes. While future shifts in policy are far from certain and will likely remain ambiguous well into 2025, we hav

U.S. stocks returned to positive territory, powered by long-anticipated U.S. election results and the second rate cut in the Federal Reserve’s (Fed) monetary easing cycle. European stocks closed the week lower, struggling amid lackluster corpor

The 2024 U.S. presidential election has now concluded with Donald Trump emerging victorious over Democratic candidate Kamala Harris. As the dust settles on this hotly contested race, financial markets are responding to the outcome and its potential i

Key Points

- The latest retail sales figures rose 0.4%, month over month, creating somewhat of a blowout report.
- Jewelry store sales are running hot, with above-trend annual growth for the last five months as consumers are clamoring for preci...

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The big banks officially kicked off third-quarter earnings season last Friday. At a high level, results have been good enough to drive the broader banking space to year-to-date highs. The return of animal spirits in deal making has been a major theme

On October 12, 2022, there were very few comments suggesting that a new bull market was in the throes of being born as the S&P 500 opened at 3,590.83 and closed at 3,577.03.

After all, inflation was still running hot even though the

September didn’t live up to its reputation as a scary month for stocks. As the calendar now turns to October, we examine seasonality data to assess whether the month is more likely to deliver a trick or a treat for stock market investors.