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Reinhart Week in Review by Madison Investments 10.18.2024
September retail sales outpaced expectations, the People’s Bank of China detailed its measures to stabilize equity prices, and hospital municipal bond issuance is surging. Read what Reinhart Fixed Income thinks these events could mean for markets in their Week in Review
Read MoreReinhart Week in Review by Madison Investments 10.11.2024
As the Consumer Price Index rose higher than expected in September, the Fed remains cautious on the path of future rate changes. Meanwhile, all members of the Chicago Board of Education resigned amid a $300 million budget shortfall. The Reinhart Fixed Income team explores how these events could impact the markets in their Week in Review.
Read MoreQ3 2024 Market & Economic Review
Download our quarterly communication with market and economics charts, and commentary on events of the previous quarter.
Read MoreMonthly Market Update - October 2024
The stock market opened the month of September with a sharp reality check, falling for four consecutive days before quickly reversing course to reach new all-time highs. The largest catalyst was the Federal Reserve's 50 basis point cut on September 18. The S&P 500 Index was up 2.1% for the month, taking the third quarter return to 5.9% and the year-to-date to a buoyant 22.1%. Meanwhile, bond investors also fared well, with the Bloomberg U.S. Aggregate Bond Index up 1.3% in September.
Read MoreReinhart Week in Review by Madison Investments 10.04.2024
The labor market showed unexpected strength in September, while oil prices have recently spiked due to Middle East tensions, a brief port strike disrupted supply chains, and schools are now facing the end of pandemic aid. Learn more about the economic implications of these events in the Week in Review.
Read MoreReinhart Week in Review by Madison Investments 9.27.2024
Inflation is edging closer to the Fed’s target, China has unveiled large stimulus packages, and state and local governments have refinanced $66 billion of debt so far this year. Discover what these trends could mean for the markets in this week’s Week in Review.
Read MoreReinhart Week in Review by Madison Investments 9.20.2024
The Fed cut rates this week, and some view it as an aggressive start to rate normalization. The Reinhart Fixed Income Team explores the implications of this decision, along with August's retail sales data and the recent surge in airport issuance.
Read MoreThe U.S. Debt Challenge: A Few Thoughts on Our National Debt and Deficits
Fueled by rising interest costs and mandatory spending, the $1.9 trillion deficit in 2024 is projected to climb to $2.8 trillion per year by 2034. Our fixed income team discusses what these fiscal challenges could mean for the economy and markets.
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“Madison” and/or “Madison Investments” is the unifying tradename of Madison Investment Holdings, Inc., Madison Asset Management, LLC (“MAM”), and Madison Investment Advisors, LLC (“MIA”). MAM and MIA are registered as investment advisers with the U.S. Securities and Exchange Commission. Madison Funds are distributed by MFD Distributor, LLC. MFD Distributor, LLC is registered with the U.S. Securities and Exchange Commission as a broker-dealer and is a member firm of the Financial Industry Regulatory Authority. The home office for each firm listed above is 550 Science Drive, Madison, WI 53711. Madison’s toll-free number is 800-767-0300.
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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.