April 2024

The recent geopolitical incident between Israel and Iran has raised concerns about a broadening conflict and its impact on global oil prices and the potential economic consequences. Despite current stability in oil prices, as the situation develops, we remain vigilant and ready to adjust our investment strategies as necessary. Read More

March 2024

The global economy is showing signs of improvement, primarily led by the United States. Europe, on the other hand, may be heading toward a recession based on declining GDP estimates. China is taking proactive measures to stimulate its economy and prevent a slowdown. Read More

February 2024

While rate reductions are likely in 2024, the Federal Reserve is pushing back on the market’s expectations for their timing and intensity. Investors originally expected numerous aggressive cuts but are now adapting to the Fed’s more measured outlook.  Read More

January 2024

Despite widespread recession fears, the 2023 economy surprised forecasters with positive growth. A resilient job market and strong consumer spending helped the economy defy expectations. Stocks and bonds rebounded in 2023—thanks to a strong economy, the end of Fed rate hikes, and outperformance from Big Tech. Most of the gains occurred in the last two months, after the Federal Reserve signaled rate cuts were coming in 2024.  Read More