Q2, 2024: A New Bull’s Eye

Growth, Inflation & Policy As of April 26, 2024 Stronger Economic Growth While still negative, the Conference Board’s Leading Economic Index (LEI) is starting to recover, and the Conference Board no longer forecasts a recession in 2024. There are further signs of stronger economic growth. Final Gross Domestic Product (GDP) results confirmed that the U.S.…

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Q1, 2024

SUMMARY As of April 15, 2024 Equity markets concluded the first three months of 2024 on a strong note as the S&P 500 achieved new all-time highs. The small cap Russell 2000 ended March at its highest level since January 2022. With inflation remaining persistently above its stated 2% target, the Fed’s position may be…

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