SCM’s Deep Dive: How Earnings Can Guide Investors in Difficult Markets

As markets grapple with persistent inflation, a cooling labor market, and speculation over the Fed's next moves, investors are keenly watching this corporate earnings season. And with the economy sidestepping a "hard landing" and earnings rebounding since mid-2023, there’s a lot riding on the future growth of corporate profits. Let’s dive into the crucial insights shaping investment strategies today.

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The Week in Review: May 20, 2024

Investors cheered as April’s CPI report matched expectations, easing fears of accelerating inflation and driving the Dow, Nasdaq, and S&P 500 to record highs. Despite inflation still being too high for comfort, this relief rally highlights market optimism amid a stable fed funds rate and economic growth.

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The Week in Review: May 6, 2024

In the ever-changing landscape of finance, every word from the Federal Reserve carries weight. Will Jay Powell's cautious tone calm market nerves, or is there a surprise twist in store? Discover how the Fed's stance on interest rates could shape the future of your investments.

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SCM’ Deep Dive: How Investors Can Navigate Market Pullbacks, Geopolitical Risk, and More

As the second quarter unfolds, markets have encountered choppy waters, retreating 2.5% after a robust start to the year. With geopolitical tensions simmering in the Middle East, inflation concerns looming, and corporate earnings under scrutiny, volatility has surged, marking the highest level in six months according to the VIX index. Amidst the tempest, investors must navigate wisely, resisting the urge to succumb to headline-induced panic. Let’s dissect the forces driving this turbulence and explore strategies to navigate these uncertain times.

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The Week in Review: April 15, 2024

Inflation's trajectory has recently become a focal point for economic analysts and policymakers alike. Will the steps taken by the Federal Reserve and other global economic institutions be enough to steer us back to a path of stable and lower inflation, or are we on the brink of repeating past mistakes?

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