US stocks are on track for the best presidential election
year in nearly a century!
|
00:01 - 05/11/24
|
|
|
|
|
|
Lower
liquidity often leads to higher volatility. We're seeing
liquidity in Treasury markets fall rather dramatically over
the last several years. Indicating that we may see rate
volatility rise appreciably from here. Which could provoke a
rise in other volatility, like fx.
|
|
|
|
|
|
Labor market
continues to show signs of resilience, putting the Fed's 50
bps rate cut decision into question as we approach their
November 6-7th meeting
|
|
|
|
|
|
Apple has bought back $655 billion in stock over the
past 10 years, which is greater than the market cap of 490
companies in the S&P 500.
|
|
|
|
|
|
Before the Fed cut interest rates by 0.50% on
September 18, the 30-year mortgage rate in the US was at
6.11%.
|
|
|
|
|