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From Our Point of View

Weekly Market Recap: Fed Insights Drive Market Movements Amid Economic Data Thumbnail

Weekly Market Recap: Fed Insights Drive Market Movements Amid Economic Data

Markets saw modest gains this week as attention shifted to Federal Reserve Chair Jerome Powell's speech, which suggested potential rate cuts. European and Asian markets followed suit, buoyed by economic data and expectations of central bank actions. Key upcoming economic reports will provide further clarity on market trends and Fed policy.

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Markets in July: Sector Rotation, Economic Signals, and Strategic Adjustments  Thumbnail

Markets in July: Sector Rotation, Economic Signals, and Strategic Adjustments

In July, the S&P 500 rose 1.2%, with a significant rotation from mega-cap tech stocks to value-oriented sectors like Real Estate, Utilities, and Financials. The Russell 2000 surged by 10.2%. Mixed economic data and Fed signals about potential rate cuts in September added to market dynamics. While corporate earnings are expected to grow, risks such as inflation, stretched valuations, and consumer debt are being closely monitored. The recent rally allowed for strategic adjustments, including adding to fixed income in anticipation of future rate cuts.

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