October 18, 2024
Strategy Newsletter – 4th Quarter 2024
Take a snapshot look at the economy in Marcum’s Strategy Newsletter. In this newsletter, we provide high level analysis of key factors affecting markets including equity, fixed income and real estate. With accompanying graphs and metrics, this newsletter is a great way to stay informed on the latest market trends.
In This Edition:
- The Fed shifts its focus from inflation to the labor market.
- Equities post strong results with a rotation to new leadership.
- The first interest rate cut is off to a different beginning than past cycles.
- Lower mortgage rates cannot overcome the freeze in housing.