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Welcome to Compound’s Market Update Newsletter, our view of recent market developments, and why they matter.

Market Update

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Q1 2024: Solid economy, but too early to call a soft landing?

February 2024: Earnings matter

January 2024: Solid start, weak finish for equities

2023 in review: A surprisingly strong year for equities

November 2023: Inflation trends down, Fed holds steady

October 2023: Resilient economy but weak markets

Market Commentary: Q3 2023

Market Commentary: August 2023

U.S. Govt Debt Downgraded, Inflation Moderates, Earnings Beat Expectations

Market Commentary: July 2023

The state of venture capital

Fed raises rates, GDP growth is strong, new home activity robust

Inflation Cooled, Commercial Real Estate Under Pressure

The state of real estate markets

Market Commentary: Q2 2023

Strong Market Rebound, Fed Pausing, Rest of World Slowing

Debt Ceiling Resolved, Strong Jobs Report, Tech Dominating

Market Commentary: May 2023

Markets Calm, Debt Ceiling Standoff, New Reality for Private Equity

Market Commentary: April 2023

First Republic, Fed Rate Increase

First Republic Under Pressure, GDP Growth Slower Than Expected

Regional Banks Turmoil, Solid Job Growth, Weak Corporate Earnings

Debt Ceiling Debates, Inflation High but Easing, Employment Strong

Market Commentary: Q1 2023

Rising Rates, SVB sold off, Market Volatility

Market Commentary: February 2023

Market Commentary: January 2023

Market Commentary: Year-End 2022