Click here to download the PDF version of the newsletter. In This Issue: Uneven Distribution The equity market notched another strong quarter, with the S&P 500 gaining 4.3% and the tech-heavy Nasdaq up almost twice as much at 8.4%. Beneath the surface, however, this quarter’s returns were concentrated in just a few sectors, as only […]
Summa Global Quarterly Newsletter – April 2024
Click here to download the PDF version of the newsletter. In This Issue: Job Market Report: Partly Cloudy, Partly Sunny Several companies announced significant layoffs in the opening months of 2024. UPS and Citi received considerable attention as they announced job cuts of 12,000 and 20,000, respectively. Other companies, such as Snap, Wayfair, and PayPal, […]
Summa Global Quarterly Newsletter – January 2024
Click here to download the PDF version of the newsletter. In This Issue: Bulls and Bears Welcome to the new year! Wall Street has released their 2024 S&P 500 targets, found on the chart below. In retrospect, 2023 S&P targets ranged from 3,400 (BNP) on the low end to 4,500 (Deutsche Bank) on the high […]
Summa Global Quarterly Newsletter – October 2023
Click here to download the PDF version of the newsletter. In This Issue: Macroeconomic Overview A recent Bloomberg survey revealed that about two-thirds of investors expect a recession before the 2024 Presidential election. The possibility of a recession looms large over investors. The market and economy are giving mixed signals, clouding analysts’ ability to predict […]
Summa Global Quarterly Newsletter – July 2023
Click here to download the PDF version of the newsletter. In This Issue: The Fed’s Balancing Act The Federal Reserve is grappling with conflicting economic signals as its next announcement approaches. Most experts anticipate that the Fed will raise rates on July 26, but the economic data tells a more complicated story. While certain indicators […]
Summa Global Quarterly Newsletter – April 2023
Click here to download the PDF version of the newsletter. In This Issue: Back In Balance Recent rate adjustments have breathed new life into the bond market. Although 2022 was a down year for both stocks and bonds, 2023 presents an opportunity for the traditional 60/40 asset allocation to bring added value to your portfolio […]
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