Jobs, Inflation, and Expectations!
January 2024 - Market Update Jobs, inflation, and expectations around what the Federal Reserve may or may not do continue to be the focus of markets as 2024 begins. The latest jobs [...]
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 [...]
Federal Reserve Keeping Rates Steady….For Now
June 2023 - Market Update Year-over-year inflation has improved in each of the last 11 months.While prices are still increasing faster than the Fed is comfortable with, as headline prices rose 4.0% over [...]
Tempus Rapid Reaction: Debt Ceiling Drama
May 2023 Background The US government is facing a critical decision regarding the debt ceiling, a cap on government borrowing that affects only the ability to pay existing bills, not to approve [...]
Federal Reserve Keeping Rates Steady….For Now
June 2023 - Market Update Year-over-year inflation has improved in each of the last 11 months.While prices are still increasing faster than the Fed is comfortable with, as headline prices rose 4.0% over [...]
Tempus Rapid Reaction: Debt Ceiling Drama
May 2023 Background The US government is facing a critical decision regarding the debt ceiling, a cap on government borrowing that affects only the ability to pay existing bills, not to approve [...]