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Weekly Research Briefing: Summer Moves
Moving trucks are getting active in London, Paris and possibly Washington D.C. as political parties on both sides of the Atlantic confront major changes.
Weekly Research Briefing: The Halfway Point
Fifty percent of 2024 will be in the books by this weekend. As of now, the S&P 500 is up about 15% which is better than I (and many others) would have guessed six months ago. The economy has been stronger in this first half which has led to a reluctance by the Fed to cut the Fed Funds rate. Inflation has been sticker with core goods falling as expected, but housing has been sticky and insurance prices have been extreme like the weather that is influencing it.
Weekly Research Briefing: Cruising into Fed Week
The markets expect little action by the FOMC this week, especially given last week's strong job report. Investors will be sorting through Wednesday's meeting announcement and Fed Chair Powell's press conference, but all eyes are on the horizon for future Fed actions.