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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%.

 

 

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