Macro & Market Trends
Overall, the U.S. economy remains resilient, with respectable preliminary Q4 GDP growth estimates, continued expansion in the ISM Services PMI, a durable labor market, and signs of growth in the manufacturing sector. U.S. stocks underperformed international counterparts in January, with the S&P 500 closing the first month of the new year up 2.8%. As anticipated, […]
January 2025 Market Commentary
Markets produced compelling gains in the first month of 2025. U.S. large-cap stocks, as represented by the S&P 500 Index, ended January up 2.8% while the U.S. small-cap Russell 2000 Index gained 2.6%. U.S. intermediate-term bonds, as represented by the Bloomberg U.S. Aggregate Bond Index, ended January up a modest 0.5
Blue Line Market Outlook (2025-Q1)
Blue Line Capital December 2024 Viewpoint
Blue Line Capital November 2024 Viewpoint
2024 Election: Where to From Here?
On Wednesday, November 6, with 277 of the 270 electoral college votes needed, Trump was declared the winner of the 2024 U.S. Presidential Election. Trump will be sworn in at the inauguration on Monday, January 20, 2025, and the new members of Congress will assemble on January 3, 2025. The Republican party has also gained […]
Blue Line Capital October 2024 Viewpoint
Blue Line Capital September 2024 Viewpoint
Blue Line Capital August 2024 Viewpoint
Blue Line Capital July 2024 Viewpoint
