2Q 2024 Commentary: Status Quo

Summary

  • U.S. markets delivered mixed results in the second quarter. Large cap stocks climbed 4.3% while small cap stocks declined by 3.3%. Bonds ended the quarter up 0.1%.
  • Despite market and Fed expectations for at least one interest rate cut this year, U.S. inflation remains above the Federal Reserve’s 2% target.
  • A handful of mega-cap technology stocks have contributed to most of the S&P 500’s year
    -to-date gains as market breadth remains narrow and tech sector valuations are at the high end of historical ranges.
  • The fiscal situation remains precarious, as evidenced by a notable lack of fiscal responsibility in the recent presidential debate, which suggests a persistent lack of budgeting restraint.
  • Despite these concerns, slowing growth and inflation appear enough to keep the bond market content, and yields remain relatively contained—at least for now.

Read and download the commentary here.

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