Q4 Look Ahead [Equity Markets]

China’s central bank and politburo unveiled the biggest stimulus package since the pandemic, sending their country’s equity markets soaring and lending support to global stocks

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The devil in the details

U.S. equities continued the prior week’s rally, reaching a new all-time high for both the S&P500 and the Dow Jones Industrial average. The Nasdaq-100 and Russell 2000 indices both posted solid performances as well, rising 1% and 2% respectively, but fell short of new all-time highs….

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All eyes on Fed

U.S. equities rebounded from their worst week of 2024, rallying sharply after the latest inflation data reinforced the idea that consumer prices are trending toward the Federal Reserve’s 2% target….

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U.S. equities stumbling into September

Last week, U.S. equities rose and interest rates fell after Federal Reserve Chair Powell stated, “the time has come for policy to adjust”, the most direct signal yet that the FOMC intends to start cutting rates soon….READ MORE

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All eyes on Jackson Hole

Better than expected U.S. inflation and retail sales data decreased near- and long-term recession risks, propelling equity indices to a strong performance week….

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