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February 23, 2025
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Markets

MVA Investor Newsletter Preview — Week of 15 January 2024

(14 January 2024)  US stocks rebounded last week as lower PCE and PPI inflation data took bond yields lower and kept the dollar under...
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Markets

MVA Investor Newsletter Preview — Week of 1 January 2024

(31 December 2023)  US stocks finished the year on a winning note as the Santa Claus rally delivered modest gains in the absence of...
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Markets

MVA Investor Newsletter Preview — Week of 25 December 2023

(25 December 2023)  US stocks pushed higher for the eighth straight week as slowing PCE data provided more evidence for an imminent Fed pivot. ...
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Markets

MVA Investor Newsletter Preview — Week of 18 December 2023

(17 December 2023)  US stocks rallied again last week as the Fed Chair Jerome Powell delivered a long-awaited pivot towards cutting interest rates.  The...
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Markets

MVA Investor Newsletter Preview — Week of 11 December 2023

(10 December 2023)  US stocks pushed higher last week as Friday’s strong jobs report provided more evidence for a market-friendly soft landing.  The S&P...
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Markets

MVA Investor Newsletter Preview — Week of 4 December 2023

(3 December 2023)  US stocks moved higher again last week as the latest inflation data came in near the consensus forecast and took bond...
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Markets

MVA Investor Newsletter Preview — Week of 27 November 2023

(26 November 2023) Stocks extended the rally last week as dip buyers continued to dominate the market given the bullish Thanksgiving holiday seasonality.  The...
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Markets

MVA Investor Newsletter Preview — Week of 20 November 2023

(19 November 2023) Stocks rallied higher last week as moderating inflation data provided more evidence that the high in bond yields is now in...
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Markets

MVA Investor Newsletter Preview — Week of 13 November 2023

(12 November 2023) US stocks extended their rebound last week as mixed signals from Fed speakers proved sufficient to spark a tech-led rally.  The...
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Markets

MVA Investor Newsletter Preview — Week of 6 November 2023

(5 November 2023)  US stocks surged last week as a weak jobs report and a dovish Fed statement saw bond yields tumble.  The S&P...
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