Commentary

The first three months of the year saw a continuation of the market froth that formed in Q4 of 2023 but with less breath. Keep reading for our market commentary for Q1 2024!

In 2024, the spotlight has shifted from the once-revered “Magnificent 7” to the standout performance of the “Magnificent 4” – Nvidia, Meta, Microsoft, and Amazon. Their impressive strides contrast with the subdued performance of Tesla, Alphabet, and Apple. Nvidia’s stellar quarterly report, revealing surging demand for AI accelerator chips, has particularly fueled market enthusiasm. Amidst this, global equities surged by over 6% last month, while bond markets faced volatility due to shifting expectations around central bank interest rate cuts.

What market insights should you be aware of for February? From changes in interest rates to how prices are rising, and even the ups and downs of big tech companies, there’s a lot to unpack. Let’s dive in and see what they might mean for our wallets and the economy.

Read the following Market Commentary for Q4 of 2023.

Our November analysis delves into the global rally’s exceptional breadth, witnessing strong positive performance across every market sector.

Keep reading as we discuss the financial markets in Q3 of 2023. If you have any questions, we invite you to reach out to our team.