The first half of the year unfolded much better than expected for U.S. equities. The U.S. economy stayed resilient in an environment where inflation and interest rates remained higher than expectations. Strong corporate earnings and the continued strength of the U.S. consumer propelled the market to record highs.
The S & P 500 was up nearly 4.5% in the 2nd quarter, reaching a new all-time high. The gains came with some volatility..
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Welcome to the second installment of our brand new series, "A Piece of the Puzzle," where we pause to share our insights on what we can anticipate in the markets and the economy for the upcoming month.
In today’s article, we’ll first discuss how the U.S. economy has progressed during the first four months of the year and how this plays into interest rate expectations for the remaining eight months.
Afterward, we’ll discuss the potential..
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The U.S. stock market reached new highs in the first quarter with three consecutive months of positive returns capping the quarter with strong gains for U S and International equities. The U.S. economy remained resilient despite short term interest rates sitting near 20-year highs. Strong corporate earnings, a robust labor market and the continued strength of the U.S. consumer provided a supportive backdrop for stocks and propelled..
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