Market Update 7/26/24: Can the Fed Cut Rates in a Strong Economy?
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By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Judgments Just as Fed officials and […]
Market Update 7/17/24: Anticipating Fed Easing
![Market Update: Anticipating Fed Easing](https://cressetcapital.com/wp-content/uploads/2024/07/1200x628-Logo-1-1024x536.png)
By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Judgments Confronted by spiraling price increases […]
Market Update 7/10/24: S&P 500 Index H1 Recap and H2 Outlook
![S&P 500 Index H1 Recap and H2 Outlook](https://cressetcapital.com/wp-content/uploads/2024/07/1200x628-Logo-Grey-1024x536.png)
By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Judgments S&P 500 First Half Recap […]
What the Debate Said to the Markets
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07.02.2024 President Joe Biden’s poor performance in the debate last week carries implications for both the Democratic […]
Market Outlook: 6/26/24 – Second Half (2H) 2024
![Market Update](https://cressetcapital.com/wp-content/uploads/2024/06/1200x628-Logo-1-1024x536.png)
By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. 06.26.2024 The S&P 500 is on track […]
The Portfolio Implications of Populism
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06.20.2024 The recent European Parliament election results carry political and economic ramifications across Europe, particularly in France, […]
Are Equity Investors Shrugging Off the Fed?
![Market Update 6.12.2024](https://cressetcapital.com/wp-content/uploads/2024/06/1200x628-Logo-Navy-1024x536.png)
6.12.2024 The monetary narrative has boomeranged over the last six months. Last October, stock and bond investors […]
International False Signals
![Market Update 6.5.2024](https://cressetcapital.com/wp-content/uploads/2024/06/1200x628-Logo-1024x536.png)
6.5.2024 US large caps, thanks to a favorable blend of fiscal and monetary stimulus, dollar strength and […]
Consumers Make a K-Turn
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5.30.2024 It’s been more than four years since the COVID-19 outbreak and worldwide shutdown, which drove a […]
Bubble. Bubble?
![Market Update: Bubble. Bubble? - May 22, 2024](https://cressetcapital.com/wp-content/uploads/2024/05/Social-1200x628-29-1024x536.png)
5.22.2024 Since the financial crisis, US fiscal and monetary policymakers have infused the economy and markets with […]
Should We Sell in May, and Go Away?
![Should We Sell In May. and Go Away?](https://cressetcapital.com/wp-content/uploads/2024/05/Social-1200x628-8-1024x536.jpg)
05.16.2024 The adage “sell in May and go away” has been kicking around Wall Street for decades, […]
How Overvalued is the S&P 500?
![How Overvalued is the S&P 500?](https://cressetcapital.com/wp-content/uploads/2024/05/Social-1200x628-26-1024x536.png)
By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. 5.8.2024 The S&P 500’s value is a […]
What Is the Bond Market Telling Us?
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5.1.2024 The US bond market is a great storyteller from a quantitative perspective. The bond market weighs […]
Strong Dollar is a Double-Edged Sword
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4.25.2024 The US dollar continues to climb: since the beginning of 2021, it has gained 18 per […]
Explaining Gold’s Rally
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4.18.2024 Gold prices have surged to record highs in recent weeks, with June futures hitting $2,416 per […]
Will Ambitious Expectations Stand Up to Impending Scrutiny?
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4.10.2024 Earnings season, like the end of a scholastic semester, is when corporate report cards are issued. […]