Insights and Commentary…
Monthly Market Insights: February 2025
US stocks posted solid gains in January despite the Federal Reserve’s hawkish pivot and escalating geopolitical tensions generating intra-month volatility. The release of DeepSeek’s Artificial Intelligence (“AI”) model created short-term pressure on AI infrastructure stocks; however, we believe it should generate strong tailwinds across the AI landscape in the long term. Strong corporate profits, a […]
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Market Outlook: Top Ten Investment Themes for 2025
Element Pointe is pleased to present our Market Outlook: Top Ten Investment Themes for 2025. In this piece, we highlight our views on the economy and explore some of the key topics that we believe will impact markets in 2025.
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Monthly Market Insights: December 2024
With the election in the rear-view mirror, investors drove stock prices to all-time highs in November as enthusiasm builds for Trump’s low-tax and deregulation agenda.
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Monthly Market Insights: November 2024
US stocks declined over October despite a robust economic backdrop and solid third-quarter corporate earnings thus far. Nevertheless, risk assets are poised to remain firm through year-end unless the presidential election outcome is significantly contested.
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Monthly Market Insights: October 2024
The Federal Reserve launched an easing cycle at its September meeting with an outsized 50-basis-point cut. Looser financial conditions combined with resilient economic data helped the S&P shake off early month weakness to close the month at an all-time high. As we look to October, we believe markets may be vulnerable to modest profit-taking. In […]
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Monthly Market Insights: September 2024
The S&P 500 eked out a modest gain in August, after a weak July jobs report led to a sharp sell-off to begin the month. Meanwhile, the Federal Reserve has signaled that rate-cuts are likely to begin with the September Federal Open Markets Committee meeting; however, the magnitude of said cuts remains uncertain. In our […]
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