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Q1 2024 - Client NewsletterClient Publications

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Navigating Opportunities Amid Equity Market Uncerta...Market Commentary

Higher-Than-Expected Inflation, Q4 Earnings, Delayed...Market Commentary

Added to NorthCoast Library SIteStrategy Highlights - Municipal Income

Economic Resilience, Mixed China Outlook, and Q4 Ear...Market Commentary

Stocks started the year with a modest pullback, then rebounded in the second half of the month before retreating on...

Q4 2023 - Client NewsletterClient Publications

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Fed's Dovish Pivot, Consumer Spending and Japanese E...Market Commentary

Stocks continued their winning streak in December on lower-than-expected inflation data, market expectation of interest rate cuts early in 2024,...

Navigating Downside Inflation and Labor Market Rebal...Market Commentary

Stocks rallied in November on slower-than-expected inflation data, falling Treasury yields, and speculation that the Fed will be able to...

Concentrated Stock Quarterly Update Q3 2023Market Commentary

US stocks ended September with their biggest monthly decline since December 2022, with the S&P 500 and Dow dropping by...

Mixed Earnings, Surging Yields, and Macro Uncertaint...Market Commentary

US stocks ended up lower once again in October, with the S&P 500 and Dow dropping by 2.1% and 1.3%,...

Q3 2023 - Client NewsletterClient Publications

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Stocks React to Higher for Longer Rates / Navigator ...Market Commentary

Summary: US stocks ended September with their biggest monthly decline since last December 2022, with the S&P 500 and Dow...