Weekly Market Commentary (1/20): Small Caps Lead, Inflation Moderates & Consumer Spending Holds Firm скачать в хорошем качестве

Weekly Market Commentary (1/20): Small Caps Lead, Inflation Moderates & Consumer Spending Holds Firm

This week’s Market Note with Alex Varner (Head of Research) & James Maxwell (SVP of Research) covers: • Shifting Market Leadership: Early-year performance is being driven by a wider set of sectors and market caps, raising important questions about risk appetite and diversification. • Inflation & Rates: Recent inflation data offers encouraging signs of moderation, while movements in the yield curve and upcoming policy-relevant data remain in focus. • The Consumer Backdrop: Spending trends and wage dynamics continue to play a central role in the economic outlook, with implications for growth and sentiment. • Manufacturing & Economic Activity: Key data points suggest improving momentum across industrial and production indicators, adding context to the broader growth picture. • Housing & Affordability: Housing activity shows signs of stabilization, even as rates and affordability remain ongoing constraints to watch. Click here to read this week’s full Weekly Market Note: https://www.mainmgt.com/wp/wp-content...