Author: Miguel Sosa

Markets pulled back last week after a record-setting rally, with all major indexes closing lower. Investors weighed the impact of new tariffs, mixed Fed signals, and elevated inflation. On the upside, GDP rebounded strongly in Q2 and jobless claims fell, pointing to labor market resilience. Treasury yields ticked higher, while crude oil posted its biggest… Read more

August brought strong earnings, record market highs, and resilience in the U.S. economy, though inflation pressures, tariffs, and a cooling labor market remain in focus. Read more

Despite a rocky start to Q2 marked by trade tensions and market volatility, U.S. equities rebounded strongly in May and June. The S&P 500, NASDAQ, and other major indexes closed the quarter with solid gains, fueled by strength in tech and investor optimism. Read more

Following Donald Trump’s election win and a projected Republican majority in Congress, financial markets experienced significant fluctuations. Key shifts included a steepened yield curve, a rally in U.S. equities, and higher Treasury yields. Investors appear optimistic, expecting pro-business policies like tax cuts (individual and corporate), deregulation, and robust earnings growth; however, risks of inflation, higher… Read more