by sochafinancial | Apr 17, 2024 | Investment Management
The US economy and risk assets generally continued to perform well in the first quarter, while core fixed income underperformed as interest rates rose marginally. This strength fell on the back of a strong and better than expected 2023. The S&P 500 was up 10% in...
by sochafinancial | Jan 29, 2024 | Informational, Investment Management
Happy New Year to you and your loved ones from all of us at Socha Financial Group. Last year turned out to be a better year for the markets and the economy than nearly everyone expected. Most market forecasters predicted the S&P 500 would end the year where it...
by sochafinancial | Dec 1, 2023 | Investment Management
The Consumer Price Index (CPI) went unchanged in October and is up 3.2% year-over-year. This was below the consensus estimate and the markets celebrated with the S&P 500 gaining 1.91% and the Bloomberg US Aggregate Bond Index rising 1.19% on November 14th, the day...
by sochafinancial | Oct 17, 2023 | Investment Management
At the beginning of the year, most economic forecasters predicted the US would be in or entering a recession by now. Instead, the US economy was very strong in the third quarter with the Atlanta FED GDPNow forecast estimating 4.9% real GDP growth. This strong growth...
by sochafinancial | Jul 19, 2023 | Investment Management
The economy and the markets proved to be more resilient than nearly everyone anticipated in the second quarter. The economic data has been surprising to the upside with the Citi Economic Surprise index nearing the highs of its historical range. While we still expect...
by sochafinancial | Apr 28, 2023 | Investment Management, SFG
The first quarter began with better-than-expected economic conditions and healthy returns in the stock and bond markets. This economic strength then turned from a positive attribute for the market to a negative as the bond market began pricing in more interest rate...
