Last Week’s Summary S&P 500 Index rose 1.89% International Equities rose 1.57% Emerging Markets rose 0.99% U.S. 10-Year Treasury Yield fell to 4.50% Initial Jobless Claims rose to 231k U. of Mich. Sentiment fell to 67.4 U. of Mich. 1-Year Inflation rose to 3.5% What to Watch for This Week M, 5/13/24 NY Fed 1-Yr […]
Market Summary – May 13, 2024 Read More »
Wall Street often advises staying invested, warning that missing the market’s 10 Best Days can significantly reduce your returns. As a tactical risk manager, we would argue, “Yes, but missing the 10 Worst Days increases your returns to 15.70%!” Achieving that may be unrealistic but consider missing BOTH the 10 Worst AND the 10 Best
Weekly Client Letter – May 6, 2024 Read More »
Last Week’s Summary S&P 500 Index rose 0.56% International Equities rose 1.61% Emerging Markets rose 2.01% U.S. 10-Year Treasury Yield fell to 4.50% Initial Jobless Claims fell to 208k FOMC left rates unchanged at 5.25%-5.50% Change in Nonfarm Payrolls fell to 175k Unemployment Rate rose to 3.9% What to Watch for This Week T, 5/7/24
Market Summary – May 6, 2024 Read More »
Despite recent good earnings reports, the S&P 500 has declined below its 50-Day Moving Average level, signaling technical weakness in the market. This divergence between earnings performance and market trends can create opportunities, but also risks. The market may be signaling broader economic concerns or shifts in investor confidence. As always, we are prepared to
Weekly Client Letter – April 29, 2024 Read More »
Last Week’s Summary S&P 500 Index rose 2.68% International Equities rose 2.42% Emerging Markets rose 3.77% U.S. 10-Year Treasury Yield rose to 4.66% Initial Jobless Claims fell to 207k GDP fell to 1.6% PCE rose to 2.7%; Core rose to 2.8% Core PCE Price Index rose to 3.7% What to Watch for This Week M,
Market Summary – April 29, 2024 Read More »
The Bloomberg U.S. Aggregate Bond Index, known for its stability and consistency, has seen an unusual uptick in volatility. Before 2020, the Index only had three negative calendar years since its inception. Recently the frequency of negative returns has increased significantly. In fact, the Index is on track to notch its third negative year in
Weekly Client Letter – April 22, 2024 Read More »
Last Week’s Summary S&P 500 Index fell 3.04% International Equities fell 2.48% Emerging Markets fell 3.58% U.S. 10-Year Treasury Yield rose to 4.62% Initial Jobless Claims rose to 212k Leading Index fell to -0.3% Empire Manufacturing rose to -14.3 What to Watch for This Week M, 4/22/24 Chicago Fed Nat Activity T, 4/23/24 S&P Global
Market Summary – April 22, 2024 Read More »
Following a higher-than-expected consumer price index report last Wednesday, the Federal Reserve may reconsider anticipated rate cuts, potentially maintaining higher interest rates for longer than previously expected. This scenario could put pressure on stock market valuations and bond prices. Since the future market direction is unpredictable, we are prepared for any scenario. Our RiskFirst® approach
Weekly Client Letter – April 15, 2024 Read More »
Last Week’s Summary S&P 500 Index fell 1.52% International Equities fell 1.02% Emerging Markets fell 0.35% U.S. 10-Year Treasury Yield rose to 4.52% Initial Jobless Claims fell to 211k CPI rose to 3.5%; Core stayed at 3.8% PPI rose to 2.1%; Core rose to 2.4% U. of Mich. Sentiment fell to 77.9 What to Watch
Market Summary – April 15, 2024 Read More »
Stock prices and Federal Reserve interest rate cut expectations were moving together until recently. Now there is a divergence due to a change, in that market participants believe the Federal Reserve might postpone or slow the pace of interest rate reductions, but the stock market has continued up. The question for many is whether the
Weekly Client Letter – April 8, 2024 Read More »
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