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
Stocks Trade Higher as Market Reacts to Election Results
The U.S. presidential election results fueled November’s stock market rally, as investors focused on the incoming administration’s policy agenda and its implications. The S&P 500
Treasury Yields Rise Following the Fed’s September Rate Cut
Stocks finished October lower as investors navigated Q3 earnings, the upcoming election, and uncertain Federal Reserve policy. The S&P 500 posted its first monthly loss
Federal Reserve Set to Begin Cutting Interest Rates in September
Stocks traded higher in August despite an early-month selloff. The S&P 500 dropped over -5% in the first week after a report showed unemployment rose
The Stock Market Experienced a Big Rotation in July
Last week U.S. equity indices once again posted mixed performance in volatile trading as investors assessed the latest economic data and corporate earnings results…
Quarterly
perspective
The Federal Reserve Cuts Interest Rates by -0.50%
The major development in 3Q24 was the Federal Reserve’s decision to cut interest rates by -0.50%, the first rate cut of this cycle. It came as the Fed shifted its focus, with unemployment rising to a 33-month high and inflation moving back to target.
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. 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
Global
Equity
Analysis
Allocation and Performance
A review of market performance, major events, asset classes & allocations….
Global Equity Markets
Global market valuations, earnings growth, investor positioning and equity returns…
Global Economic Update
US and international economic activity, sentiment and macro indicators
Global Credit Markets
Global credit market overview, yields, rates, and current conditions
