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Q1 2024 Investing Insights: Top 3 Outlooks For 2024

By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management “And I know what I have to do now. I gotta keep breathing. Because tomorrow the sun will rise. Who knows what the tide could bring?” – Chuck Noland (Tom Hanks), “Cast Away,” 2000 As we embark on the great journey that will be 2024, […]

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Bond Market Update: Rate Expectations and CPI Surprise – Not a Novel by Charles Dickens

First Cut Remains Elusive Although rate cuts are still widely anticipated this year, recent data has pushed the expected start date further into 2024. The likelihood of a cut at the next Federal Open Market Committee (FOMC) meeting appears low, following comments from Federal Reserve Chair Jerome Powell that he doesn’t “think it’s likely that […]

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Market Update: 500 Over 5,000

By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management  What Recession?  Happy Valentine’s Day! As a special treat, the S&P 500 has crossed over 5,000 for the first time ever. While this is just a number, it signifies the strength we have exhibited in the stock market over the past few months (up close […]

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Market Update: From Peaks To Soft Landings

By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management  All Eyes on Fed  As January came to an end, the stock market found another victory with a third consecutive month of positive returns as the S&P 500 gained more than 1%. The stock market had a nice runup in the two weeks leading up […]

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Bond Market Update

By Bill Smith, Fixed Income Trader and Portfolio Manager With the Federal Reserve (Fed) telegraphing three rate cuts this year, and Bloomberg’s probability model estimating at least five as of January 23, we will likely see lower rates in 2024. If this scenario plays out, fixed income should perform well, as bond prices generally rise […]

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Market Update: Bumpy Road Ahead

By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Not ‘If’ but ‘When’  While the S&P 500 remains close to its all-time highs, we have seen some choppiness this year. Much of this is driven by uncertainty around timing of Federal Reserve (Fed) interest rate cuts. The Fed is waiting for inflation to creep […]

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