04/29/2024
Between a barrage of corporate earnings, the first quarter GDP report, and the release of the Fed's preferred measure of inflation, investors had plenty to digest as markets continue navigate a bumpy start to the second quarter.
While new data flooded in, the narrative stayed largely unchanged in our view, and stocks recovered some of the April losses on the back of strength from tech.
We offer our take on last week's developments along with portfolio implications.
A summary of last week's market highlights and economic news.