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CIO Insights: March 29, 2024
In this short video, CIO James St. Aubin gives a quick recap of Q1 2024 economic and market forces. Fixed income and equity markets entered the quarter with strong rallies, driven by expectations of both cooling inflation and resilient growth. However, once expectations for the Fed to cut rates declined, turbulence in the bond market appeared. St. Aubin also shares GDP growth and earnings outlooks and prompts us to prepare for March CPI data, which comes out on April 10. Of note: recent rising energy prices are likely to create some tailwinds for the inflation story, which will likely create headwinds for the bond market in the second quarter.
CIO Insights: February 29, 2024
In this February 29, 2024 edition of CIO Insights, James St. Aubin discusses how consumers could control the fate of the economy, for better or worse.
CIO Insights: February 5, 2024
CIO Insights: December 15, 2023
In this edition of CIO Insights recorded on December 15, 2023, James St. Aubin discusses a a significant week for financial markets - perhaps one of the most significant of the year.
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