Sequoia Financial Group的动态

Summary Points: 1. Mixed market reaction to the earnings of Magnificent Seven stocks 2. JOLTs and GDP data come in lower than expectations, but consumer confidence rose 3. Traders are?almost unanimous in expecting a 25bps cut in the Fed Funds rate this week

Summary Points: 1. Mixed market reaction to the earnings of Magnificent Seven stocks 2. JOLTs and GDP data come in lower than expectations, but consumer confidence rose 3. Traders are?almost unanimous in expecting a 25bps cut in the Fed Funds rate this week

Summary Points: 1. Mixed market reaction to the earnings of Magnificent Seven stocks 2. JOLTs and GDP data come in lower than expectations, but consumer confidence rose 3. Traders are?almost unanimous in expecting a 25bps cut in the Fed Funds rate this week

Fed kicks off rate-cutting cycle with a bang – 5 things to know Here is our Sept. 20th Weekly Market Wrap to see our view on what this means moving forward.

Explore how election momentum and economic shifts are shaping market volatility and interest rate expectations. Gain insights into how the Fed's recent moves and consumer spending trends might impact stocks, bonds, and broader economic growth in the coming months. Click to read our Monthly Market Pulse for November – https://lnkd.in/gc45jyia

After a strong start to the year, market volatility seems to have returned. While we would expect market volatility to continue near-term, we are also watching for key inflection points that may indicate the early innings of a more sustainable rally ahead. We highlight three potential conditions that we believe would support better market returns longer term: 1) inflation moving lower, 2) the Federal Reserve pausing its rate-hiking cycle, and 3) earnings revisions bottoming.

After a strong start to the year, market volatility seems to have returned. While we would expect market volatility to continue near-term, we are also watching for key inflection points that may indicate the early innings of a more sustainable rally ahead. We highlight three potential conditions that we believe would support better market returns longer term: 1) inflation moving lower, 2) the Federal Reserve pausing its rate-hiking cycle, and 3) earnings revisions bottoming.

After a strong start to the year, market volatility seems to have returned. While we would expect market volatility to continue near-term, we are also watching for key inflection points that may indicate the early innings of a more sustainable rally ahead. We highlight three potential conditions that we believe would support better market returns longer term: 1) inflation moving lower, 2) the Federal Reserve pausing its rate-hiking cycle, and 3) earnings revisions bottoming.

After a strong start to the year, market volatility seems to have returned. While we would expect market volatility to continue near-term, we are also watching for key inflection points that may indicate the early innings of a more sustainable rally ahead. We highlight three potential conditions that we believe would support better market returns longer term: 1) inflation moving lower, 2) the Federal Reserve pausing its rate-hiking cycle, and 3) earnings revisions bottoming.

After a strong start to the year, market volatility seems to have returned. While we would expect market volatility to continue near-term, we are also watching for key inflection points that may indicate the early innings of a more sustainable rally ahead. We highlight three potential conditions that we believe would support better market returns longer term: 1) inflation moving lower, 2) the Federal Reserve pausing its rate-hiking cycle, and 3) earnings revisions bottoming.