Providing a detailed overview of economic and financial trends as of November 30, 2024. Covers key topics such as economic growth, inflation outlook, labor market dynamics, housing market conditions, bond…
This week’s update highlights a resilient economy with strong holiday sales, technology sector growth, and a bullish forecast for 2025. From the Santa Claus rally to Bitcoin’s multi-year breakout, find…
The Week Ahead (December 2, 2024) report by Concenture discusses the economic and financial landscape, focusing on strong S&P 500 earnings growth projections, liquidity trends, and significant market developments. Key…
Explore insights into the equity market's 2023 performance and our bullish outlook for 2025, highlighting technology leadership, innovation, and economic resilience. Discover how AI and blockchain are shaping the future.
The equity market has surged over 20% this year, defying earlier skepticism. Supported by 2%+ economic growth, better-than-expected earnings, and a 75-basis-point Fed rate cut, stocks have thrived in a…
Consumer confidence recorded the strongest monthly gain since March 2021 but still did not break free of the narrow range that has prevailed over the past two years, and the…
Americans voted with their wallets. Donald Trump won last week’s election by a landslide, winning both the popular vote and the electoral vote. The Senate will be Republican, and while…
Last week, the equity and bond markets were spooked by earnings, inflation, higher interest rates and concerns over tomorrow’s Presidential Election. Emotions are running high, and many anticipate that it…
It’s a tight race: what is the market saying? With less than two weeks to go till the Presidential election, the market has flipped from a Harris win and is…
We are early in the 3Q earnings season and, so far, earnings are beating expectations. Companies that are surprising to the upside are rallying, especially when their corporate outlook for…
We're now a couple of weeks away from the Presidential election, which we believe will bring investment inertia – at least until we have the results of who won this…
The U.S. economy grew faster than forecast during the second quarter driven by strong consumer spending and a rebound in corporate profits, both of which should continue to sustain economic…
The September jobs report was significantly stronger than expected. This report alone simply takes the possibility of a 50-basis point rate cut by the Federal Reserve (Fed) in November off…
On September 18th, the Federal Reserve lowered interest rates for the first time in two years by 50 basis points. Historically, the Fed begins an easing cycle by 25 bps…
Last week, we saw the release of a string of key economic data – including the all-important Core PCE (Personal Consumption Expenditures Price Index) – and the data is all…