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The Morning View: April 10, 2024

In this morning’s data, the headline Consumer Price Index (CPI) increased 0.4% in March, more than expected and grew 3.5% on an annual basis, three-tenths above the annualized figure from the previous month. Monthly prices for Gasoline, up 1.7%, and Transportation...

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Market Update-April 2024

First Quarter Market Recap In the first three months of 2024, the U.S. economy remained resilient despite short-term rates sitting near 20-year highs. The continued strength in the labor market, better-than-anticipated corporate earnings, and an anticipated forecast...

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The Morning View: April 5, 2024

In this morning’s data, the economy added 303,000 jobs in March, much higher than expected.  The Health Care and Social Assistance and Construction industries were relatively strong, while Temporary Help was again relatively weak.  The Unemployment Rate ticked...

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Fixed Income Update – April 2024

1st Quarter 2024 Review • U.S. Treasury (UST) yields rose during the first quarter due to stronger than expected growth and stickier inflation • At the FOMC’s March meeting, Fed officials signaled that they expected three 25 basis point cuts in 2024, in line with...

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Investment Outlook – April 2024

Will They, Won’t They, When Will They? We’re talking about the Fed, of course.  Will the Fed lower short-term rates, or will they keep them at the current range (5.25% - 5.50%) for another six or more weeks to see if core PCE inflation continues to decline towards a...

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The Morning View: April 1, 2024

Announced this morning, the PCE Deflator increased 0.3% in February, slightly less than expected and was up 2.5% on an annual basis, one-tenth higher than the previous reading. The Core PCE Deflator, which excludes food and energy prices and is closely monitored by...

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Market Perspective- March 2024

Walking The Line As expected, the Federal Reserve held interest rates steady last week and signaled it still plans multiple cuts before the end of the year. Following its two-day meeting, the Federal Open Market Committee (FOMC) kept the benchmark overnight borrowing...

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Post-FOMC Thoughts

Leading up to Today’s Decision While it was not quite unfathomable that the first Fed Funds rate cut in this monetary policy cycle could occur today, it would have nevertheless been an extremely unlikely outcome. Expectations were firmly in place for the Fed Funds...

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The Morning View: March 19, 2024

In this morning’s data, Housing Starts were higher than expected at 1,521,000 in February, which is a 10.7% increase from the previous month and a rebound from the revised -12.3% decrease in the previous report. Building Permits were also higher than expected at...

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Market Update-March 2024

The Month At-A-Glance After surpassing its all-time high in January, the S&P 500 powered through the 5,000 level to finish the month 5.3% higher. Momentum within growth stocks continued, with Russell 1000 Growth adding 6.8% in February, which brings its trailing...

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