Resources

Welcome to The Tide - Coastline Investment Team’s way of updating you on our view of the markets, thematic changes to portfolios, and timely investment ideas that might be of interest.

• Equities Keep Climbing: The S&P 500 gained 1.9% in August, its fourth month in a row of gains. Broad participation across sectors shows momentum is not limited to just mega-cap tech.
• Fed Rate Cuts Expected: The Fed is widely anticipated to lower rates by 0.25% on September 17. While inflation remains above target, signs of a softer labor market are strengthening the case for easing.
• Challenges for the Fed: Mixed economic signals and growing political pressure make this a delicate moment. A perceived loss of credibility could unsettle bond markets.
• AI Investment Powering Growth: Heavy capital spending by tech companies has driven 35–45% of U.S. GDP growth over the past three quarters. The trend remains a major driver of earnings and innovation.
• Earnings Remain Strong: Q2 earnings growth came in at 11%, an encouraging sign for markets ahead.
  

If you have any questions or would like to review your investment strategy, please don’t hesitate to reach out to your financial advisor.