Messaging From The Labour Market

 July 26, 2024 |Michael Capobianco
Comfort on inflation should give the Fed room to shift its focus to the goal of full employment. With labor market data pointing in different directions, let’s look at how this all fits into the Fed’s thinking about future interest rate cuts. In 1977...
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Is This A Trend Reversal ?

 July 19, 2024 |Michael Capobianco
Large-cap tech stocks have dominated U.S. equity performance this year, but recently the rest of the market has been trying to take the baton. Let’s discuss the main factors needed to make a clean handoff. The question facing the U.S. equity market is...
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Dividends and Earnings Tell The Entire Story

 July 12, 2024 |Michael Capobianco
Good Morning, While AI and the Magnificent 7 have obvious contributors to this bull market, today we will spotlight two other trends with a clear impact on portfolio performance. The S&P 500 continues to surge in 2024 despite numerous concerns, and narrow...
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