Library
Weekly Missives
Market Musings
Quarterly Review
A timely review of global financial markets that can influence the structure of client portfolios.
Q3-24: Global Monetary Policy and Financial Markets
Q2-24: The Outlook for Wealth Creation
Q1-24: What are the Markets Telling Us?
Q4-23: A Look Back; A Look Ahead
Q3-23: Is It Darker Just Before Dawn?
Recent Perspective
Q3-24: Global Monetary Policy and Financial Markets
The third quarter surprised financial markets in that both bonds and stocks bucked the seasonal trend and finished higher. Most notably, September will be remembered as a turning point in monetary policy as the Federal Reserve reversed course and lowered the target fed funds rate by 50 basis points.
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