Market Recap – September Major Benchmark Returns in September 2024 & Year-To-Date Déjà vu? September got off to a rough start as concerns about a slowing economy triggered a sell-off in growth stocks. Then, the Fed’s bigger-than-expected 50-basis point rate cut powered the Dow Jones and S&P 500 into record territory. Investors should pay attention […]
August 2024
Market Recap – August Major Benchmark Returns in August 2024 August’s market sell-off may have been scary, but the recovery was spectacular. Though the sell-off was sparked by a swift decline in Japanese stocks, investors were also spooked by weak economic data, disappointing corporate earnings, and concerns that the Fed may be too late in […]
Summa Global Quarterly Newsletter – July 2024
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 – 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 – January 2023
Click here to download the PDF version of the newsletter. In This Issue: Inflation Mitigation (Part 3) A series on practical ways to protect and fight against inflation. Read our July Newsletter for Part 1: Generate Your Own Power and our October Newsletter for Part 2: Interest Rates and inflation generally rise together. Part 3: […]
