Newsletter February 2024

Overview   In January, the continued strength of the US economy contributed to a mixed US equity market performance and to a mild deterioration in the bond market. Meanwhile, the sharp upward move of the USD, caused by rising bond yields, led to a generally...

Newsletter January 2024

Overview   Equities and bonds continued to rally in December, gaining  further momentum after the FED’s “pivot” of early November. The S&P’s 500 rose 4.54%. The Nasdaq Composite was up 5.58% and the Russell 2000 (Small Cap Stocks.) blasted 12.22% up. In...