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Market Update – Q4 2024
Key Updates on the Economy & Markets There was no shortage of market-moving events in Q4. The stock market opened the quarter with a slow start in October, but the outcome of the presidential election triggered a broad rally in November. The rally faded as the year ended, although the S&P 500 trades only a […]
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MI Investments: Brookfield Renewable Partners, LP
Company History Brookfield Renewable Partners, LP (NYSE: BEP, BEPC) operates one of the largest publicly traded renewable power platforms in the world. Investing in Brookfield gives you a substantial portfolio of renewable energy assets, including: Renewable Power Assets: From Brookfield May 2024 Corporate Profile Almost 200,000 MW of renewable power. How much is this? For […]
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Measures of Power
If you’re thinking about investing in utilities and renewable energy projects through companies like Brookfield Renewable Partners (see Brookfield article), Southern Company, or Duke Energy, you must understand units of power to know what you’re backing. Having a firm grasp of what power is, down to the watt, will allow you to understand the value […]
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Market Update – Q3 2024
The major development in 3Q24 was the Federal Reserve’s decision to cut interest rates by -0.50%, the first rate cut of this cycle. It came as the Fed shifted its focus, with unemployment rising to a 33-month high and inflation moving back to target.
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MI Featured Stock: PayPal
As preference for online shopping continues to grow, transactions between businesses and consumers have seen a radical shift. PayPal has been at the forefront of this innovation since the very beginning. With various companies under its umbrella and a strong presence in 200 markets around the globe, PayPal has become a household name in the […]
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Market Update – August 2024
Federal Reserve Set to Begin Cutting Interest Rates in September. The S&P 500 Index returned +2.3% in August, outperforming the Russell 2000 Index’s -1.7% return. Nine of the eleven S&P 500 sectors traded higher, led by Consumer Staples, Real Estate, Health Care, and Utilities.
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Market Update – July 2024
The Stock Market Experienced a Big Rotation in July Monthly Market Summary The S&P 500 Index returned +1.2% in July, underperforming the Russell 2000 Index’s +10.3% return. Ten of the eleven S&P 500 sectors traded higher, led by Real Estate, Utilities, and Financials. Technology was the only sector to trade lower, reversing a portion of […]
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Market Update – Q2 2024
Key Updates on the Economy & Markets The topic of interest rate cuts continues to dominate the financial markets. Investors are focused on when the Federal Reserve will lower rates, all while keeping a close eye on corporate earnings and valuations. Economists are analyzing inflation and labor market data to determine their impact on the […]
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Market Update – May 2024
Global Markets Trade Higher After April Sell-Off Monthly Market Summary The S&P 500 Index gained +5.1%, slightly outperforming the Russell 2000 Index’s +5.0% return. Ten of the eleven S&P 500 sectors traded higher, led by Utilities. Corporate investment-grade bonds produced a +2.2% total return as Treasury yields fell, outperforming the corporate high-yield bond index’s +1.6% […]
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Why Do Investors Expect Fewer Interest Rate Cuts This Year?
One reason is that inflation progress is slowing. Another reason is that the U.S. economy remains resilient despite higher rates. Figure 4 graphs three data points that underscore this resilience. The top chart graphs the number of new homes for sale by stage of construction: not started; under construction; and completed. The chart shows home […]
