Fortem Financial

U.S. equity indexes were mixed last week with the market largely rotating out of big tech/momentum/growth into value/cyclicals/small caps. 

The Fed no longer has the luxury of focusing purely on inflation as the labor market weakens. Learn more in our comprehensive weekly market analysis. #accounting #stocks #stockmarket #financialadvice #wallstreet #banking #economy #finance #economics #investments

"A few years ago, someone figured out that if you could condense the entire history of life on Earth into a motion picture that would run for 24 hours a day, 365 days, [...] the idea is that the United States wouldn't appear on the screen until 3.5 seconds before midnight on December 31st. And in those 3.5 seconds..." #accounting #stocks #stockmarket #financialadvice #wallstreet #banking #economy #finance #economics #investments

Did you know that an AI query uses 10x the amount of electricity of a Google search? 🔍 Discover facts like this and more - and their surprising economic impacts - on our latest blog post. https://lnkd.in/gwq3sKGR #accounting #stocks #stockmarket #financialadvice #wallstreet #banking #economy #finance #economics #investments

It will take several more months of data to gain confidence that inflation is behaving in a manner the Fed finds acceptable. We continue to believe the first Fed rate cut will occur in September at the earliest. #accounting #stocks #stockmarket #financialadvice #wallstreet #banking #economy #finance #economics #investments

It is more likely that the Fed will find itself behind the curve in easing monetary policy (i.e.. not cutting enough to prevent a recession), than cutting too much and reigniting inflation. #accounting #stocks #stockmarket #financialadvice #wallstreet #banking #economy #finance #economics #investments

"After Nvidia reported last week, the first quarter earnings season is nearly complete, and overall, it was strong." #accounting #stocks #stockmarket #financialadvice #wallstreet #banking #economy #finance #economics #investments

"Now that we are past Memorial day in an election year, all eyes are on the upcoming election. We get a lot of questions as to what the market usually does in election years. I thought it would be helpful to share some information on what to expect." #accounting #stocks #stockmarket #financialadvice #wallstreet #banking #economy #finance #economics #investments

We created our Common Man CPI to focus on items that people must buy regularly – food, energy, shelter, clothing, utilities, and insurance - and the results (and their implications for inflation) are certainly interesting. #accounting #stocks #stockmarket #financialadvice #wallstreet #banking #economy #finance #economics #investments

"One theory making the rounds is that if President Trump gets back into office, inflation will surge. The idea is that if he returns, Trump will raise tariffs, reduce immigration, and jawbone the Federal Reserve to cut interest rates too much, all of which [...]" #accounting #stocks #stockmarket #financialadvice #wallstreet #banking #economy #finance #economics #investments