The K-Shaped Economy and Stock Market
Common Economic Recovery Shapes When an economy falls into recession and begins to recover, economists often describe the shape of that recovery using letters [...]
CCM Commentary Q325
MARKET SUMMARY: The stock market ran on autopilot in the third quarter, fueled by growing enthusiasm for Artificial Intelligence (AI) stocks. The S&P 500 [...]
CCM Commentary Q225
MARKET SUMMARY: Stocks began the second quarter with continued declines, culminating in a sharp selloff following the April 2 “Liberation Day” announcement of broad-based [...]
CCM Commentary Q4/2024
MARKET SUMMARY: The 2024 U.S. election had conflicting effects on the stock and bond markets in the fourth quarter. Stock investors responded positively to [...]
CCM Commentary Q3/2024
MARKET SUMMARY: The benchmark S&P 500 index experienced two bouts of investor unrest in the third quarter, primarily due to concerns with the “carry [...]