Market Brief - June 2024
June 6, 2024
Categories: Market Update, Bonds, Cash, Commentary, Currencies, Government Bond Yields, Investing, Stocks
Markets edged higher during May. Inflation remains sticky.
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Sound Money
Perspectives on Money, Credit, & Financial Markets
Market Report - First Quarter 2024
April 6, 2024
Categories:
Global liquidity remained strong aiding risk assets across the board.
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Fiscal Dominance Part 1
January 20, 2024
Categories:
2023 turned out to be a resilient year for the U.S. economy. Many economists and strategists came into the year predicting a recession which turned out to be a bad call.
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Uphill Battle
February 18, 2023
Categories:
Last year proved to be a historically challenging year in financial markets. The S&P 500 was down 18.1%, its 7th worst loss in the past 100 years. While volatility in the stock market is nothing new, the bond market experienced its own case of a drawdown. 2022 saw the Bloomberg Aggregate Bond Market suffer its worse loss in history declining 13%. Put the two markets together in the bellwether 60/40 portfolio and investors experienced a drawdown of 16% in 2022.
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