Navigating Tariff Tangles: January 2025 HANDLS Monthly Report
The recent shift in tariff policies has added a layer of complexity to the economic landscape, potentially influencing market sentiment and investment decisions.
Entries by David Cohen
Income Shines: November 2024 HANDLS Monthly Report
November proved to be a strong month for income-focused investments, with all sectors delivering positive returns despite market volatility.
Election Trepidation: October 2024 HANDLS Monthly Report
October was marked by continued volatility across fixed income and equity markets as investors faced various challenges, including persistent inflation concerns, rising yields, tightening monetary policy, and the backdrop of a U.S. Presidential election.
The Future is Finally Here: September 2024 HANDLS Monthly Report
The Institute for Supply Management’s monthly survey of purchasing managers came in below expectations for August, while the Bureau of Labor Statistics jobs report indicated that nonfarm payrolls expanded by only 142,000 jobs during the month (against expectations of 161,000 jobs).
A Summer Surge: August 2024 HANDLS Monthly Report
After a challenging July that saw investors sell off high-flying technology stocks, buyers returned to the market in August, bidding up risk assets across the board.
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