Capital markets perspective: The boys of summer Is inflation making a comeback? Though generally moving in the right direction, economic variables likely won’t continue in a straight line to play out the season.
December market recap: Recalibrating expectations As the year came to a close, December brought a recalibration of investor expectations, primarily driven by the Fed’s quarter point rate cut around mid-month.
Capital markets perspective: Winning back-to-back-to-back A three-peat is a rare accomplishment for markets. As we start 2025, we’re watching a legitimate set-up for another potential three-peat congeal.
Capital Markets Perspective: Don’t blame Santa Santa Claus may not have arrived to rally and instead, U.S. consumers and the economy may be responsible for the coal in socks this year.
Capital markets perspective: Watch your knees Vivid metaphors from the latest Federal Reserve press conference tee up the week.
Artificial Intelligence demand boosts Broadcom to trillion-dollar club Chip maker Broadcom recently became the newest member of the trillion-dollar market-cap club thanks to booming demand for artificial-intelligence processors.
Capital markets perspective: Mixed signals While confidence is still there, inflation fears persist, and the Fed’s rate-cutting decision day is the biggest thing to watch for this week.
Private equity’s plate is full: Subs, gyms and beyond Private equity (PE) firms are feasting on opportunities in consumer-facing industries, carving out high-profile deals that reshape everything from how Americans dine to how they exercise and find childcare.
Making billion-dollar magic: U.S. home to 49% of world’s unicorns Are unicorns still rare? The U.S. is home to 764 (or 49%) of the world’s 1,553 “unicorns” — privately held companies worth over $1 billion.
November market recap: At home and abroad The total U.S. stock market climbed nearly 7% in November, with most of the gains coming in the days immediately following the election.
Capital markets perspective: Confidence is everything Big displays of confidence were literally everywhere in last week’s news, from Bitcoin surpassing the $100,000 mark to more mundane areas of the market, too.
Capital markets perspective: Just wait ‘til next year... While the economy is showing signs of softening, the labor market is holding up, keeping the Fed hopeful that total and core inflation will be at 2% in another year.