institutional, data-driven
research & commentary
Trades Trending Research provides original, fundamental insights and analysis for clients in the equity, fixed income, commodity, and currency markets. Markets are on the move and we are committed to helping you uncover opportunities wherever they may lie.
Monthly
Market
Beat
Global Markets Trade Higher After April Sell-Off
The S 038 P 500 set a new all time high in May after trading lower in April The technology heavy Nasdaq 100 Index gained
Rising Treasury Yields Cause Stocks & Bonds to Trade Lower
Stocks continued their upward trajectory in early 2024 The S 038 P 500 returned more than 10 for a second consecutive quarter setting multiple new
Stocks Trade Higher in February as the Rally Broadens Out
The S 038 P 500 Index gained +5 2 underperforming the Russell 2000 Index s +5 6 return All eleven S 038 P 500 sectors
Multiple Stock Market Indices Set New All-Time Highs in January
Financial markets underwent a sizeable shift in the fourth quarter Treasury yields which spiked in Q3 reversed lower as inflation eased and the Federal Reserve
Quarterly
perspective
2Q 2024 Recap & 3Q 2024 Outlook
The topic of interest rate cuts continues to dominate the financial markets. Investors are focused on when the Federal Reserve will lower rates, all while keeping a close eye on corporate earnings and valuations. Economists are analyzing inflation and labor market data to determine their impact on the probability and timing of rate cuts. Speeches by Fed members and minutes of recent Fed meetings have received greater scrutiny as investors search for clues about the central bank’s next steps. This letter recaps the second quarter, discusses investors’ focus on the Federal Reserve, and looks ahead to the remainder of 2024. READ MORE
4Q 2023 Recap & 1Q 2024 Outlook
Financial markets underwent a sizeable shift in the fourth quarter. Treasury yields, which spiked in Q3, reversed lower as inflation eased and the Federal Reserve hinted at interest rate cuts in 2024
1Q 2023 Recap & 2Q 2023 Outlook
Unbiased Macro driven research and quarterly summary on what is driving key markets…
Global
Equity
Analysis
Allocation and Performance
A review of market performance major events asset classes 038 allocations 8230
Global Equity Markets
Global market valuations earnings growth investor positioning and equity returns 8230
Global Economic Update
US and international economic activity sentiment and macro indicators