With the exception of MLPs, securities markets continued to deliver robust gains across the board in December as the markets began to divine measurable rate cuts by the Fed in 2024.
Sometimes, investors over-complicate the investment process. It’s important to remember to start with the long-term returns shown by markets and compare them to the shorter-term experience.
Most investors have been caught flat-footed and under-exposed to stocks. More and more stocks, sectors and industries are breaking 2-year downtrends with fundamentals positively inflecting after a tough few years of rolling recessions and slowdowns.
Most investors have been caught flat-footed and under-exposed to stocks. More and more stocks, sectors and industries are breaking 2-year downtrends with fundamentals positively inflecting after a tough few years of rolling recessions and slowdowns.
Securities markets shrugged off a challenging three months and delivered robust gains across the board in November as hopes for a soft economic landing gained ground among investors.
There are many ways to track consumer and investor sentiment. Generally, only at extremes does the data offer very compelling investment opportunities.
Last week’s market surge carried the November rally forward, a momentum fueled by a significant repricing of interest rates in the bond market. Since the last Federal Reserve meeting, rates have taken a dramatic dip, sparking optimism in the market.
The HANDLS Indexes Monthly Income Report for May 2025 underscores notable recoveries across sectors, propelled by easing tariff and trade uncertainties.