As we head into a new year, it’s hard not to see echoes of the past. In 2025, the United States will have a new president, though he’s a familiar face. Markets have rallied in anticipation of the incoming administration and its proposed economic policies, much like they did following the 2016 election. The U.S…. Read More
The You First Blog
The U.S. election was held on Tuesday, November 6 and Donald Trump won the race for the presidency, defeating Vice President Kamala Harris to earn a second term in the White House. The Republican party also won the Senate and the U.S. House of Representatives. Equity markets reacted favourably to the news, with the Dow… Read More
It’s been a nice couple of years since the 2022 market correction. The S&P 500 (one of the US Indexes) bottomed out at 3,585 in October 2022 and sits at 5,684 as of October 3, 2024. Once again, markets have rewarded investors with a long-term mindset and who do not sell their investments in the… Read More
Stock markets have provided healthy returns in the first five months of 2024, reaching new all-time highs led by U.S. and Japanese stocks. U.S. firms have delivered strong earnings, reflecting a resilient economy. Although positive for investors, the pace of these rallies and the rising valuations are cause for caution, and could lead to near-term… Read More
Over the past two years, investors have navigated through both the peaks and the troughs of financial markets. The notable double-digit decline in equities during 2022 was swiftly succeeded by a robust recovery in the concluding months of 2023. The final two months of 2023 saw a positive shift across asset classes, signaling broad market… Read More
The first half of 2023 was defined by contrasting themes. On the recessionary data side, we saw a slowdown in the manufacturing sector, coupled with tighter credit conditions following March’s banking turmoil. On the soft-landing side, the labour market remains strong, with unemployment rates hovering near all-time lows. Inflation has moderated only slightly, despite the… Read More