As the macro outlook has changed and upended several popular investment themes
volatility has increased across financial markets. For example, big tech stocks and AI-related stocks[2] have significantly underperformed after leading the market in the first half of 2024. In contrast, homebuilders, regional banks, and small-cap stocks outperformed after disappointing returns at the start of the year (Figure 1). The rotation appears to have been sparked by rising expectations of a Fed rate cut and improved polls on former President Trump following the July 13 assassination ...
As the macro outlook has changed and upended several popular investment themes
volatility has increased across financial markets. For example, big tech stocks and AI-related stocks[2] have significantly underperformed after leading the market in the first half of 2024. In contrast, homebuilders, regional banks, and small-cap stocks outperformed after disappointing returns at the start of the year (Figure 1). The rotation appears to have been sparked by rising expectations of a Fed rate cut and improved polls on former President Trump following the July 13 assassination ...
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Congratulations to the Indian cricket team on their splendid victory against New Zealand! It was a splendid team effort where everybody contributed. The dedication and skill on the field was exemplary.
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Congratulations to the Indian cricket team on their splendid victory against New Zealand! It was a splendid team effort where everybody contributed. The dedication and skill on the field was exemplary.
