Over the past 14 years of analyzing domestic financial markets and economic shifts in the U.S., I’ve observed how today’s environment reinforces my perspective on the trajectory of our increasingly globalized economy. As I’ve highlighted in past discussions, the speed of information transmission accelerates economic changes, reshaping markets at an unprecedented pace.

Our view remains that domestic companies remain superior to emerging markets across the world. While the narrative begins to shift at various institutions across Wall Street, we remain steadfast in the acknowledgment that the most powerful companies in the world continue to be founded across the geographical footprint of the United State..

Over the past quarter, the U.S. economy has shown signs of evolving dynamics under the influence of various economic indicators and the Federal Reserve's monetary policies. The Federal Reserve has been closely monitoring the economy's progress, adjusting its monetary stance to ensure sustainable growth and control inflation. The Consumer Price Index (CPI) for March 2024 marked…