July 2024 Commentary: Passing the Baton

Summary

  • U.S. small cap stocks ended July up 10%, while U.S. large cap stocks ended the month up 1%, the widest relative performance spread since February 2000.
  • After a prolonged period of favoring mega-cap technology stocks, investors turned their attention to small cap stocks due to a mild June inflation report, anticipation of expected interest rate cuts, and election developments.
  • The Bank of Japan hiked interest rates on July 31, which, along with currency intervention, led to a strengthening of the yen. This has put carry traders in a difficult position, as they now face higher U.S. dollar repayment costs.
  • Aside from the Olympics, several market and political races will compete for investors’ attention—and likely contribute to market volatility—in the coming months.

Read and download the commentary here.

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