US equities surge as S&P 500 hits 25 all-time highs this year, driven by tech stocks and semiconductor outperformance. Despite slower GDP growth, concerns arise over consumer fatigue and rising default rates, while labor market strength shows signs of softening. Gold’s prominence grows amid central bank purchases and other major economies initiate interest rate cuts. Please find enclosed our newsletter for June 2024.
- June 14, 2024
Actionable Insight – June
- November 4, 2025
Actionable Insight – The Long Road to Equilibrium
The wealth divide in the US is growing ever larger and the wealthy few continue to drive the…
- March 6, 2025
Actionable Insight – New Alliances, New Technologies
Policy uncertainty, soft economic data & cracks in the US AI dominance narrative have caused US stocks to…
- January 30, 2025
Actionable Insight – Of Predictions and Preparedness (Part 2)
We are still in the early days of 2025, and year-end projections are already at risk. The narrative…