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
Federal Reserve Set to Begin Cutting Interest Rates in September
Stocks traded higher in August despite an early month selloff The S 038 P 500 dropped over 5 in the first week after a report
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
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
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. 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