A Market Comeback In The Second Quarter

A Market Comeback In The Second Quarter

Q2 delivered a sharp turnaround for markets, with the S&P 500 posting its best quarter in six years despite a rocky start. But the June jobs numbers offered a reality check and tempered some of the optimism. The picture heading into Q3 is more complicated than headlines might suggest.  Learn more at www.efteam.us [https://www.efteam.us/]

A Rough Week for Markets.

Last week’s market volatility had several drivers: a tech sell-off fueled by AI infrastructure cost concerns, an inflation reading that signals the Fed may be back on a rate-tightening path and ongoing U.S.-Iran tensions. Meanwhile, Q1 GDP was revised upward — a reminder that the underlying economy is holding up even when markets aren’t.  Learn more at www.efteam.us [https://www.efteam.us/]

A “Deal” and a Debut.

Last week included two major market-moving developments: a U.S.-Iran memorandum of understanding and new Fed Chair Kevin Warsh’s first press conference. Both stories shaped the markets, with the Dow topping 52,000. Still, uncertainty around inflation, possible future rate hikes and the Iran deal’s durability has everyone watching closely.  Learn more at www.efteam.us [https://www.efteam.us/]

Iran, Inflation and A Big IPO.

Markets were on the move last week due to several factors: renewed U.S. military strikes on Iran and a sudden ceasefire; hot CPI and PPI readings; and a wobbling tech sector. And, oh yeah — the biggest IPO in history.  Learn more at www.efteam.us [https://www.efteam.us/]

Iran, The Fed and Nvidia Earnings Move Markets.

Iran tensions and a new Fed chair could have dragged markets down last week, but they moved up instead on news of better-than-expected Nvidia earnings. How long can markets continue to shrug off the noise? Our latest weekly market update covers what’s happening with political and geopolitical tensions and why markets continue to move upward despite everything going on.  Learn more at www.efteam.us [https://www.efteam.us/]