Author: Miguel Sosa

Markets swung last week as labor data showed further cooling, fueling expectations of a Fed rate cut. Despite early declines, the S&P 500 and NASDAQ hit record highs, led by big tech, while Treasury yields fell to five-month lows. 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