Q2 Financial Insights
July 3, 2024

As we navigate 2024, interest rate cuts remain at the forefront of investor discussions. The Federal Reserve’s decisions, corporate earnings, and global economic shifts are pivotal. Our latest newsletter recaps Q2, highlighting central banks’ shift from tightening to easing, key economic trends, and market performances. Discover how these factors shape our outlook for the remainder of the year.

Highlights:

  1. Global central banks are beginning to cut interest rates as inflation slows.
  2. U.S. economic surprises turned negative, indicating potential slowdowns.
  3. Stock markets showed mixed results, with large-cap stocks leading gains.
  4. Treasury yields remain volatile, influencing bond market returns.

Read the full newsletter for detailed analysis and insights.

Quartery Update