
Market Update | Targeting Opportunities – Q3 2023 Recapped
“Investors enter the fourth quarter with growing confidence that a recession in the current year is improbable, mainly due to the sustained strength of the job market and consumer spending…”
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Market Update | Q2 2025 Recapped
Tariffs, currency moves, and new trade agreements drove sharp volatility early in the quarter—followed by a strong market rebound.
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Market Update | Q4 2024 Recapped
A strong labor market, high fiscal and CAPEX spending (capital expenditures), and cooling inflation helped equities.