CCM Commentary Q423
As was the case in the third quarter, interest rates were the determining factor for stock market performance in the fourth quarter of 2023. [...]
As was the case in the third quarter, interest rates were the determining factor for stock market performance in the fourth quarter of 2023. [...]
MARKET SUMMARY: Rising interest rates were the story for the markets during the third quarter so we will lead the discussion with bonds. Facing [...]
One of the highest profile economic risks for the global economy is the pronounced slowdown in China. In order of severity, the key points [...]
MARKET SUMMARY: The second quarter was awash with good news from both the economic and geopolitical fronts. The Federal debt limit impasse was ultimately [...]
MARKET SUMMARY: Stock investors have been nervously awaiting it for months, and after a series of Federal Reserve interest rate hikes something finally broke. [...]