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October Doldrums

The three-month period from June through August saw the S&P 500 return 8.3%, a big departure from the expected ‘summer doldrums.’...

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Key Events: Profit margins on the decline

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Key Events: Proceeding Carefully

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Key Events: Goldilocks (?)

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Seeking Clarity

The S&P 500 has experienced a strong recovery from 2022 losses, led by improving economic data and AI-driven technology stock...

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Key Events: ”We’ll know it when we see it.”

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Key Events: Strike

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Key Events: Weak links appear in the economic chain

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Great Expectations

“Ask no questions, and you'll be told no lies.”

― Charles Dickens, Great Expectations

Strong economic data and stock returns this...

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