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Insightful Ideas


How Carry Trades & Market Fragility Impact Investors Thumbnail

How Carry Trades & Market Fragility Impact Investors

Financial markets have felt more fragile recently with investors concerned about the economy and the possibility that the Fed may be behind on cutting rates. While there is heightened market uncertainty, the S&P 500, Nasdaq, and Dow are still up 13%, 12%, and 6% with dividends this year. This is a reminder that while market swings are never pleasant, looking past short-term volatility is the best way for investors to stay focused on their goals. This video explains Carry Trades - an unknown strategy to the novice investor - until the Yen Carry Trade was cited as a factor in the August market sell-off.

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Charts that Matter Ep 9 Thumbnail

Charts that Matter Ep 9

The Sahm rule predicts the onset of recessions based on the trend in unemployment. Developed by former Federal Reserve and White House economist Claudia Sahm, it signals the onset of a recession when the three-month average unemployment rate rises 0.5 percentage points or more above its lowest point in the past year.

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August 6 2024 Special Update: Perspective on the Fed and Market Sell-Off Thumbnail

August 6 2024 Special Update: Perspective on the Fed and Market Sell-Off

To paraphrase Ernest Hemingway, shifts in the stock market often occur “gradually, then suddenly.” Over the past month, the market has rotated from large cap technology stocks to small caps and other sectors. Following the latest jobs report, however, stocks experienced a sharp pullback due to concerns over the timing of Fed rate cuts, a weakening labor market, and tech earnings. Financial markets are on edge as investors adjust to a potentially changing economic landscape.

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June 2024 Market Update Thumbnail

June 2024 Market Update

Having hit 31 record highs since January and up more than 15% year to date, the S&P 500 is off to its best start to the year since 2019 and the best start to an election year ever, driven by mega-cap tech stocks and artificial intelligence (AI) tailwinds. See what else has happened in 2Q24. AND How Presidential Elections Affect the Stock Market: https://youtu.be/Hp3bAi8VCe4

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