Weekly Newsletter

-Darren Leavitt, CFA Equity and fixed-income markets sold off for the second consecutive week as the Federal Reserve delivered an expected twenty-five basis-point rate...

-Darren Leavitt, CFA The Nasdaq eclipsed the 20,000 level for the first time this week as investors reengaged in buying the mega-cap technology names.  Amazon, Google,...

The S&P 500 forged another set of all-time highs as investors embraced the idea of an economy running at a pace appropriate for the Fed to consider further rate...

-Darren Leavitt, CFA The holiday-shortened week saw the S&P 500 and Dow rise to new all-time highs.  Investors cheered the nomination of Scott Bessent as Treasury...

-Darren Leavitt, CFA Markets bounced back as investors reengaged the pro-growth Trump 2.0 trade.  President-elect Trump continued to fill out his cabinet and, late...

-Darren Leavitt, CFA US equity markets pulled back last week as investors took profits from the outsized move higher seen following the US election. Sticky inflation...

-Darren Leavitt, CFA The S&P 500 notched its 50th all-time high of 2024 as investors piled into equities after a decisive US election.  Wall Street embraced the...

-Darren Leavitt, CFA It was a very busy week on Wall Street as investors analyzed a deluge of corporate earnings reports and a full economic data calendar.  The S&P...

-Darren Leavitt, CFA Global markets pulled back last week as investors took the opportunity to reduce some risk before a very close US Presidential election. In the US,...