the latest market insights from

 Source Financial Advisors

Timely financial market updates and insights, designed to help you stay on top of today and tomorrow's rapidly changing landscape.


The Latest  From Source

Building financial confidence during critical market changes

Financial Research Trends

Our Weekly Economic Snapshots:

April 30, 2024 | U.S. Gross Domestic Product (GDP) came in below expectations. Stronger imports were a major driver of the weaker GDP reading.

Why It Matters: While it may seem counterintuitive, increased imports negatively impact GDP, but can also indicate stronger consumer demand.

Source: SoberLook

April 30, 2024 | A U.S. Tale of Two Cities: Large companies hoard cash while small ones face tough refinancing conditions.

Why It Matters: Expect a growing divergence in performance, with small companies struggling under higher rates and less cash vs. larger counterparts.

Source: dailychartbook

April 30, 2024 | The Fed’s interest rate cut expectations are diminishing, with markets now foreseeing only 1-2 cuts this year.

Why It Matters: The U.S. dollar has risen 5% this year and as we hold off on cuts, other countries are expected to continue reducing rates.

Source: SoberLook

April 30, 2024 | Discover’s credit card charge-offs have steadily increased this year.

Why It Matters: While charge-offs are always concerning, the fact Discover’s clientele is largely lower-income Americans, suggests significant financial hardships are already underway.

Source: SoberLook

With Patrick Huang – Director of Investments + Wealth Management for Source Financial Advisors and Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO.

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With Patrick Huang – Director of Investments + Wealth Management for Source Financial Advisors and Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO.

Read More