Resilience in the Markets
February 2024 - Market Update The jobs market continues to show remarkable resilience. In January, there were 353,000 new jobs added, the largest increase in one year1. Wages also grew by 0.6%, [...]
Remember, Remember 5% Down in September….
October 2023 - Market Update September proved challenging for global stocks and bonds... It marked the worst month for stocks in a year, with the S&P 500 down 5%, and the weakest performance [...]
Tempus Rapid Reaction: Government Shutdown Drama
September 2023 Background The government is poised to shutdown if a funding bill isn’t passed by September 30th. Speaker McCarthy is attempting to corral Republican support for a bill but is facing [...]
An Economic Soft Landing is Possible
September 2023 - Market Update Despite recent optimism about declining inflation... The Consumer Price Index (CPI) recorded its largest monthly increase this year, up 0.6% in August.1 On an annual basis, prices [...]
An Economic Soft Landing is Possible
September 2023 - Market Update Despite recent optimism about declining inflation... The Consumer Price Index (CPI) recorded its largest monthly increase this year, up 0.6% in August.1 On an annual basis, prices [...]
Mega Cap Rally and Rate Hike Dally
July 2023 - Market Update Stocks surged in the first half of the year driven by mega cap technology, or technology-adjacent, stocks. These top stocks have been dubbed the “Magnificent 7” by [...]