April 2024

"The US is on track to grow at double the rate of any other G7 country this year, according to IMF forecasts, as the strength of the world’s biggest economy rocks global markets." cc: @FT pic.twitter.com/qszIPHrQBx — Steven Rattner (@SteveRattner)... Read More →

Relative to the S&P 500, just Energy, Communication Services, and Information Technology are outperforming in 2024. pic.twitter.com/OXeNLPoK9u — Koyfin (@KoyfinCharts) April 15, 2024 The S&P 500 bull is exhausted. Momentum has been fading fast, suggesting a rocky period is coming... Read More →

Another month of very solid hiring for the U.S. economy Payroll growth rose by 303,000 in March and private sector firms added 232,000 jobs. The unemployment rate ticked down to 3.8% from 3.9% in February Average three-month private sector hiring:... Read More →