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Expectations for the 1Q24 corporate reports

Quarterly earnings season will begin in the coming weeks. The most recent report indicates that the analyst consensus anticipates annual earnings growth for the S&P 500 of 3.4% (YoY) for the first quarter of the year. If confirmed, this could mark the third...

Expectation of 3 cutbacks for this year still latent

The Federal Reserve (FED) made the unanimous and widely anticipated market decision to once again leave the target range for the federal funds rate unchanged at 5.25% - 5.50%, its highest level in the last 22 years. Since July 2023, the FED has not changed the target...

How has the Federal Reserve acted on election years?

With monetary policy generating much anticipation in the macroeconomic and financial outlook for this year, it is inevitable that investors will wonder how the presidential election might influence the Federal Open Market Committee (FOMC). Historically, the Federal...

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Expectations for the 1Q24 corporate reports

Expectations for the 1Q24 corporate reports

Quarterly earnings season will begin in the coming weeks. The most recent report indicates that the analyst consensus anticipates annual earnings growth for the S&P 500 of 3.4% (YoY) for the first quarter of the year. If confirmed, this could mark the third...

read more
Expectation of 3 cutbacks for this year still latent

Expectation of 3 cutbacks for this year still latent

The Federal Reserve (FED) made the unanimous and widely anticipated market decision to once again leave the target range for the federal funds rate unchanged at 5.25% - 5.50%, its highest level in the last 22 years. Since July 2023, the FED has not changed the target...

read more
How has the Federal Reserve acted on election years?

How has the Federal Reserve acted on election years?

With monetary policy generating much anticipation in the macroeconomic and financial outlook for this year, it is inevitable that investors will wonder how the presidential election might influence the Federal Open Market Committee (FOMC). Historically, the Federal...

read more
Global Monitor of Inflation: persistent at 3%

Global Monitor of Inflation: persistent at 3%

According to JP Morgan's monitoring, both headline and core global inflation, excluding China and Turkey (where China is experiencing deflation and Turkey has a double-digit inflation rate), increased slightly by 0.3% on a monthly basis in January. While their annual...

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