commentary

Reinhart Week in Review by Madison Investments 9.13.2024

Both the Consumer Price Index and Producer Price Index rose 0.2% in August, and the European Central Bank made rate cuts. What do these shifts mean for the markets? Find out in the Reinhart Fixed Income Team Week in Review.

August saw job growth slightly underperform expectations along with a dip in the unemployment rate, while municipal bonds surged by 34% compared to last year. Read the market impact and insights from the Reinhart Fixed Income team in their Week in Review.

Americans with a stake in the stock market were once again rewarded in August, with the S&P 500 Index rising 2.4% for a year-to-date return of 19.5%. Bond investors were also pleased as medium and long-term interest rates dropped. Unlike much of the trailing year, stock returns were broad, outperforming results for the market-leading “Magnificent 7” stocks. These returns contributed to a boost in consumer confidence in August. Additionally, Fed Chairman Powell basically announced a pivot to lower rates beginning in September.

Chicago is facing a budget deficit of nearly $1 billion in 2025. Meanwhile, U.S. consumer spending is outpacing savings, inflation is moderating, and GDP has been revised higher. This week's Reinhart Week in Review discusses how these developments could impact markets.

This week brought further indications of a rate cut in September, along with estimations that colleges have increased bond issuance by 97% this year. Find out what this could mean in the Reinhart Week in Review here.

From a surprising retail sales jump to a heated debate over public funding for Cleveland's stadium, the Reinhart Fixed Income team analyzes the investment implications in their Week in Review.

This week saw significant market turmoil on the heels of the Bank of Japan’s hawkish hike. The Reinhart Fixed Income team breaks down investment implications in their Week In Review.

Mid Cap portfolio manager, Andy Romanowich, explains how to approach stock investing with a long-term, business owner mindset. Watch the video and read how Madison Investments uses this philosophy here.

“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.

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.

commentary

Reinhart Week in Review by Madison Investments 9.13.2024

Both the Consumer Price Index and Producer Price Index rose 0.2% in August, and the European Central Bank made rate cuts. What do these shifts mean for the markets? Find out in the Reinhart Fixed Income Team Week in Review.

Reinhart Week in Review by Madison Investments 9.06.2024

August saw job growth slightly underperform expectations along with a dip in the unemployment rate, while municipal bonds surged by 34% compared to last year. Read the market impact and insights from the Reinhart Fixed Income team in their Week in Review.

Monthly Market Update - September 2024

Reinhart Week in Review by Madison Investments 8.30.2024

Chicago is facing a budget deficit of nearly $1 billion in 2025. Meanwhile, U.S. consumer spending is outpacing savings, inflation is moderating, and GDP has been revised higher. This week's Reinhart Week in Review discusses how these developments could impact markets.

Reinhart Week in Review by Madison Investments 8.23.2024

This week brought further indications of a rate cut in September, along with estimations that colleges have increased bond issuance by 97% this year. Find out what this could mean in the Reinhart Week in Review here.

Reinhart Week in Review by Madison Investments 8.16.2024

From a surprising retail sales jump to a heated debate over public funding for Cleveland's stadium, the Reinhart Fixed Income team analyzes the investment implications in their Week in Review.

Reinhart Week in Review by Madison Investments 8.9.2024

This week saw significant market turmoil on the heels of the Bank of Japan’s hawkish hike. The Reinhart Fixed Income team breaks down investment implications in their Week In Review.

Investing with a Business Owner Mindset

Mid Cap portfolio manager, Andy Romanowich, explains how to approach stock investing with a long-term, business owner mindset. Watch the video and read how Madison Investments uses this philosophy here.

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