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Reinhart Week in Review by Madison Investments 7.26.2024
Reinhart Fixed Income looks at how the 2nd quarter GDP print, and June’s Personal Consumption Expenditure Price Index play into the Fed’s decision-making. Read what this could mean for interest rate cuts in their Week in Review.
Read MoreReinhart Week in Review by Madison Investments 7.19.2024
Retail sales from June remained positive, China’s GDP continues to lag expectations, and long-term municipal debt issuance increased 36% from this time last year. Read Reinhart Fixed Income’s Week in Review to dive deeper into these topics.
Read MoreReinhart Week in Review by Madison Investments 7.12.2024
The job market appears to be softening, Fed Chairman Jerome Powell testified before the House and Senate, and inflation appears to be moderating. Read the Reinhart fixed income team’s Week in Review to understand what this means for markets.
Read More2024 Mid-Year U.S. Equity Letter from Haruki Toyama
Read MoreMonthly Market Update - July 2024
Looking at just the headline indices, June was another stellar month for stock investors. The S&P 500 Index was up 3.6% for the month, bringing the year-to-date return to 15.3%. But underneath this banner was a different story. The equal-weighted S&P was down for the month, as were the major mid-cap and small-cap indices. So, too, for the value indices. For the month, only three sectors, Technology, Consumer Discretionary, and Communication Services, beat the overall index.
Read MoreReinhart Week in Review by Madison Investments 6.28.2024
Key inflation and economic indicators for the month of May were released this week. Reinhart’s Fixed Income team share their thoughts on what these metrics could indicate for future Fed rate cuts. Read the Week in Review here.
Read MoreReinhart Week in Review by Madison Investments 6.21.2024
Reinhart Fixed Income dives into May’s retail sales not meeting expectations, comments from several Fed members, and the real estate environment in China. Read their Week in Review here.
Read MoreReinhart Week in Review by Madison Investments 6.14.2024
This week the Fed left the target fed funds rate unchanged. Reinhart’s fixed income team examines what this means for future policy and looks at May’s inflation numbers, plus the snap elections in France. Read the Week in Review here.
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Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of, or guaranteed by, any financial institution. Investment returns and principal value will fluctuate.
This website is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security.
Any performance data shown represents past performance. Past performance is no guarantee of future results.
Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of, or guaranteed by, any financial institution. Investment returns and principal value will fluctuate.
This website is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security.