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Weekly Research Briefing: Looking Up
The markets dodged a coconut last week. The March PCE inflation statistic came in at +0.32% month over month which is higher than we wanted. But the markets digested the hot figure as corporate earnings were even stronger and many AI capital spending announcements were up in the clouds.
Hamilton Lane Hosts Shareholder Day
Hamilton Lane (Nasdaq: HLNE) will host a Shareholder Day on Wednesday, June 5, 2024 presenting on the company’s progress, strategy and outlook.
Weekly Research Briefing: April Showers
Will this month's rain bring May flowers? We will find out over the next two weeks as 2/3'rds of the S&P 500 will be reporting their earnings and outlooks. Without any relief from interest rates, inflation and the global political situation, it is going to take a stellar set of numbers from the market leading companies to return the indexes to their March highs.