In this month's market commentary, Aya Yoshioka discusses market performance, the likelihood of a December rate cut, and the current state of the AI revolution.
Equity markets closed October near record highs, and the Fed’s second rate cut of the year helped reinforce optimism across risk assets. Read on to learn more.
This week on 7 Market Movers, find out what's making headlines, including a second interest rate cut, strong corporate earnings, and positive equity markets.
In January, Fed Funds futures, which imply the market-based odds of a Fed rate move, were only pricing in one and a half rate cuts for 2025, meaning that sticky inflation and a healthy job market made aggressive economic loosening unlikely.
With the US presidential election in the rearview mirror, US equities climbed higher in November and bond yields declined. Risk assets continue to be supported by a positive macroeconomic backdrop, solid earnings growth, and an accommodative Fed.
It was a soft week for equities, and for bonds too, whose prices fell as interest rates continued their ascent that began after the central bank lowered the Fed Funds rate in September (bond prices move opposite interest rates).
In this episode of “Investment Management Foundations,” Gary Quinzel, Vice President of Portfolio Consulting at Wealth Enhancement, discusses the significance of monetary policy, highlighting its impact on interest rates, economic stability, and investment market behavior.
Explore how AI is revolutionizing investment management—from risk modeling to portfolio optimization. Learn how Swarm AI and predictive tools empower financial advisors and investors to make smarter, more confident decisions.
Are we in a market bubble? Explore January’s mixed performance, soaring valuations, and speculative trends—from SPACs to crypto. Learn how stimulus, Fed policy, and economic fundamentals may shape the path forward.