STR’s Post

The stock and options markets are eerily calm as world leaders try to avert a ground war in the Middle East. The outcome is impossible to anticipate, and investors are advised to proceed carefully amid such uncertainty. Here are a few ideas to ponder as the world smolders. https://cutt.ly/WwRsw9pF

In a year marked by interest rate shocks, geopolitical volatility, and global election year uncertainty, private markets are demonstrating agility and resilience across different regions. Dive into our 2024 mid-year market outlook for our perspective on where private markets are today and key trends shaping the rest of the year: https://lnkd.in/eBKZBiVn 

The stock and options markets are eerily calm as world leaders try to avert a ground war in the Middle East. The outcome is impossible to anticipate, and investors are advised to proceed carefully amid such uncertainty. Here are a few ideas to ponder as the world smolders.

The stock and options markets are eerily calm as world leaders try to avert a ground war in the Middle East. The outcome is impossible to anticipate, and investors are advised to proceed carefully amid such uncertainty. Here are a few ideas to ponder as the world smolders.

The stock and options markets are eerily calm as world leaders try to avert a ground war in the Middle East. The outcome is impossible to anticipate, and investors are advised to proceed carefully amid such uncertainty. Here are a few ideas to ponder as the world smolders.

📊 This week's Factor Spotlight reveals cautious investor sentiment in both US and international markets. Key takeaways: • US market volatility continues to decline, with factor returns having low impact • International investors show risk-off sentiment, with strong negative beta and volatility factors Curious about the details? Check out our latest article for a deep dive into market trends and factor exposures! https://lnkd.in/eMxSHS9P #FactorSpotlight #MarketAnalysis #InvestmentInsights

This is a must-watch> How the Markets and Macro Environment Has Evolved From 2017 – 2023. > https://lnkd.in/dmaiF5PT

Looking for a quick snapshot of macro themes driving the markets this month? We've got you covered. Read Macro Matters.

Divergences https://ow.ly/r5Ra50QNGR2 The capital markets have been a bit restive during the last few weeks. While there are several obvious reasons for market participants’ nervousness (just think of the conflict in the Middle East), we find that underlying divergent trends may play a role as well. Where do we see such divergences and why?

We're increasingly confident that we're near peak global interest rates. How do markets usually behave after the peak? This piece from Hugh Gimber provides the details. https://lnkd.in/eS9BD6uD