commentary

Reinhart Week in Review by Madison Investments 11.22.2024

The Reinhart Fixed Income Team discusses recent Ukraine-Russia escalations, which have increased uncertainty around global food and oil supplies and prices. Read more on how this week's events may impact markets in our Week in Review.

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Reinhart Week in Review by Madison Investments 11.15.2024

This week, the Reinhart Fixed Income team discusses both the Consumer Price Index and retail sales rising in October, as well as the current expectations for a Fed rate cut. Read more in their Week in Review.

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Q&A: Steve Carl on Madison Investments at 50 Years and Counting

As we celebrate our 50th anniversary this year, Steve Carl, the chairman of the executive committee at Madison Investments, recently sat down with us for a Q&A. Learn more about his journey here.

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Reinhart Week in Review by Madison Investments 11.08.2024

Recent U.S. election results have sparked notable shifts in equity and fixed-income markets, as investors weigh the impact of the next administration on the market and Fed policy. In this week’s Week in Review, Reinhart Fixed Income explores how this week’s major events and global developments are shaping the financial landscape.

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Monthly Market Update - November 2024

The stock market showed a touch of pre-election uncertainty in October, with the S&P 500 Index slipping -0.9%. Results were mixed with no clear leadership in terms of stock categories. In general, mega caps underperformed, with concerns over valuation and the prospect that returns on massive AI spending might take more time than anticipated. The general economic news was strong. Reports towards the end of the month showed inflation edging toward the Fed's target of 2% while the unemployment rate remained near historic lows.

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Reinhart Week in Review by Madison Investments 11.01.2024

This week’s reports had minimal market impact, but next week’s GDP, inflation, and employment data could shape the Fed’s outlook. Meanwhile, Moody’s Ratings downgraded San Francisco’s credit rating due to the city’s weakened economy and depressed commercial real estate. Reinhart Fixed Income discusses these events in their Week in Review.

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Fixed Income Market Update – Third Quarter 2024

The first quarter of 2024 ended with a reversal of mood from the final quarter of 2023. As December wound to a close, Treasury yields moved sharply lower in anticipation of a faster and more aggressive shift toward monetary policy easing.

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Reinhart Week in Review by Madison Investments 10.25.2024

This week’s reports had minimal market impact, but next week’s GDP, inflation, and employment data could shape the Fed’s outlook. Meanwhile, Moody’s Ratings downgraded San Francisco’s credit rating due to the city’s weakened economy and depressed commercial real estate. Reinhart Fixed Income discusses these events in their Week in Review.

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