Stonebridge Capital Advisors

Stonebridge Economic Outlook Update

Stonebridge Economic Outlook Update

On Tuesday, November 5th, 2024, our nation re-elected President Donald Trump into the White House as the 47th President of the United States of America, and as of writing, the Republican Party has won the Senate and has secured majority of the House of Representatives.

Following the election’s “red sweep” results, on Thursday, November 7th, 2024, the FOMC announced its decision to cut interest rates again – this time by 25 basis points.

Without a doubt, this was a notably historic week for America. So, what does this mean for investors and how does this impact the economy?

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October 2024 – Monthly Market Commentary

As we transition from the spooky to the holiday season, our Director of Equity and Director of Fixed Income reflect on October’s month of trading, including market conditions and how this impacts Stonebridge’s investment strategies.

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September 2024 – Monthly Market Commentary

Pleasantly surprising and surpassing investor expectations, our Director of Equity and Director of Fixed Income reflect on September’s month of trading, including market conditions and how this impacts Stonebridge’s investment strategies.

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Stonebridge Economic Outlook – September 20, 2024

Just like the seasons changed, from summer to autumn, so has the state of the U.S. economy and market conditions. Reflecting on the FOMC September policy meeting, economic growth, and guarded market optimism, our Chief Economist – Daniel E. Laufenberg, Ph.D. – addresses these recent events and what we can expect in the final two quarters of this year.

Key Headlines:

  • 50bps: what does the Fed’s big decision of a half-point cut mean?
  • Investment implications: how do different economic scenarios impact asset allocation strategy?
  • Prices matter: inflation has improved, but how likely is it that it reignites?

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August 2024 – Monthly Market Commentary

Waving goodbye to the summer days and welcoming the crispy autumn breeze, our Director of Equity and Director of Fixed Income reflect on August’s month of trading, including market conditions and how this impacts Stonebridge’s investment strategies.

Read Commentary Here

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