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Download April 2025 Report HIGHLIGHTS Important Read Bull vs. Bear: Which Argument Makes More Sense? Market Preview: Will There Be Any Tariff Relief? Economic Cheat Sheet: Focus Turns to Inflation (CPI on Thursday) What the Tariff Announcement Means for Markets The Bull Case vs. the Bear Case Post Tariffs At the time of…

Download March 2025 Report ↓ Financial Market Insight | March 2025 QUICK NAVIGATION Highlights Stocks Bad Economic News Analysis Economic Data Commodities Special Reports Disclaimer What is Outperforming What is Underperforming Smart Market Analysis Yield Curve Fed Decision Rate Cut Expectations QUICK NAVIGATION: Highlights | Stocks | Bad Economic News Analysis | Economic Data |…

Download January 2025 Report ↓ Financial Market Insight | January 2025 HIGHLIGHTS STOCKS SOURCE: Factset and Vann Equity Management Research Team “Stocks surged following more Goldilocks economic data and following the Republican sweep in the election, which will result in more pro-growth economic policies.” Why the Bullish Thesis is Stronger Now Just over two weeks…

Download November 2024 Report ↓ Financial Market Insight | November 2024 HIGHLIGHTS STOCKS SOURCE: Factset and Vann Equity Management Research Team “Stocks surged following more Goldilocks economic data and following the Republican sweep in the election, which will result in more pro-growth economic policies.” Why the Bullish Thesis is Stronger Now Just over two weeks…

Download August 2024 Report ↓ Financial Market Insight | October 2024 HIGHLIGHTS STOCKS SOURCE: Factset and Vann Equity Management Research Team “Stocks declined modestly last week as Treasury yields rose to multi-month highs while earnings results were a bit more mixed, although the declines were modest especially compared to the recent rally.” A Critical Two…

Download September 2024 Report ↓ Financial Market Insight | September 2024 HIGHLIGHTS STOCKS SOURCE: Factset and Vann Equity Management Research Team “Stocks rallied and the S&P 500 climbed close to previous all-time highs thanks to solid tech earnings from ORCL and increased expectations for a 50-bps rate cut from the Fed” How to Explain This…

Download August 2024 Report ↓ Financial Market Insight | August 2024 HIGHLIGHTS The week of August 5, 2024, begins with a major global market sell-off following the Bank of Japan’s decision to tighten monetary policy for the first time in three decades. As investors brace for the volatility tsunami impacting a cross-section of risky assets…

Download July 2024 Report ↓ Financial Market Insight | July 2024 HIGHLIGHTS STOCKS SOURCE: Factset and Vann Equity Management Research Team “The S&P 500 hit yet another record high last week as CPI rose less than expected and boosted investor expectations for a September rate cut and two rate cuts in 2024.” Market Impact of…

Download June 2024 Report ↓ Financial Market Insight | June 2024 HIGHLIGHTS STOCKS SOURCE: Factset and Vann Equity Management Research Team “The S&P 500 hit a new all-time high last week thanks to more AI enthusiasm and mostly Goldilocks economic data.” When Does Bad Economic News Become Bad For Markets? Markets have been volatile to…

Download April 2024 Report ↓ Financial Market Insight | April 17, 2024 HIGHLIGHTS STOCKS SOURCE: Factset and Vann Equity Management Research Team “The S&P 500 declined last week as June rate cut expectations plunged following the hotter-than-expected CPI report and as Treasury yields surged to multi-month highs.” Initial Thoughts on the Iranian Strikes on Israel?…