Last Week’s Summary S&P 500 Index rose 0.77% International Equities rose 0.52% Emerging Markets fell 0.78% U.S. 10-Year Treasury Yield fell to 3.89% GDP fell to 4.9% Initial Jobless Claims rose to 205k U. of Mich. Sentiment rose to 69.7 U. of Mich. 1-Yr. Inflation stayed at 3.1% What to Watch for This Week M, […]
Market Summary – December 26, 2023 Read More »
As the year winds down, headlines often scream about record highs, double-digit returns, and the market’s fantastic performance. But these catchy headlines rarely tell the full story of what’s happening in the investment landscape. Let’s focus on the S&P 500 this year-it’s shown a 24% increase. However, surprisingly, more than 15% of this return comes
Weekly Client Letter – December 18, 2023 Read More »
Last Week’s Summary S&P 500 Index rose 2.52% International Equities rose 2.61% Emerging Markets rose 2.70% U.S. 10-Year Treasury Yield fell to 3.95% FOMC kept rates at 5.25-5.50% Initial Jobless Claims fell to 202k CPI fell to 3.1%; Core remained at 4.0% PPI fell to 0.9%; Core fell to 2.0% What to Watch for This
Market Summary – December 18, 2023 Read More »
Amid the current economic landscape, future expectations regarding inflation have dipped to their lowest levels in years, offering the Federal Reserve reason to celebrate as they tame one of their key mandates. However, despite this positive trend, the Central Bank remains cautious, signaling that it’s still premature to delve into discussions around potential rate cuts.
Weekly Client Letter – December 11, 2023 Read More »
Last Week’s Summary S&P 500 Index rose 0.24% International Equities fell 0.02% Emerging Markets fell 0.70% U.S. 10-Year Treasury Yield rose to 4.22% Initial Jobless Claims rose to 220k ADP Employment Change fell to 103k Change in Nonfarm Payrolls rose to 199k Unemployment Rate fell to 3.7% What to Watch for This Week M, 12/11/23
Market Summary – December 11, 2023 Read More »
The Federal Reserve’s recent slowdown in rate hikes marks a shift in the financial landscape, but the journey so far has been anything but smooth, especially for the U.S. 10-Year Treasury Yield. Initially rising with Fed policy, the easing of inflation has triggered speculation: will the Fed maintain higher rates for an extended period, or
Weekly Client Letter – December 4, 2023 Read More »
Last Week’s Summary S&P 500 Index rose 0.83% International Equities rose 0.49% Emerging Markets rose 0.20% U.S. 10-Year Treasury Yield fell to 4.19% GDP rose to 5.2% Initial Jobless Claims rose to 218k Personal Income fell to 0.2% Personal Spending fell to 0.2% PCE Core fell to 3.5% What to Watch for This Week M,
Market Summary – December 4, 2023 Read More »
Analyzing the key force steering the current market environment reveals an intriguing pattern. When we look at one of the most widely followed U.S. equity benchmarks, the S&P 500, a notable observation arises: the collective weight of the top 5 companies in the index exceeds 25%, reaching an unprecedented high. This surpasses even the tech-driven
Weekly Client Letter – November 27, 2023 Read More »
Last Week’s Summary S&P 500 Index rose 1.02% International Equities rose 0.86% Emerging Markets rose 0.47% U.S. 10-Year Treasury Yield rose to 4.46% Leading Index fell to -0.8% Initial Jobless Claims fell to 209k U. of Mich. Sentiment rose to 61.3 U. of Mich. 1-Yr. Inflation rose to 4.5% What to Watch for This Week
Market Summary – November 27, 2023 Read More »
In recent years, the bond market’s notable decline has left fixed-income investors facing a tough situation. Many bonds and bond funds currently sit at considerable losses. Waiting for these securities to recover fully may take an extended period, especially considering that bonds lack the same potential for substantial upward movement as equities. One strategy gaining
Weekly Client Letter – November 20, 2023 Read More »
© 2024 ShorebreakCapital.com All Rights Reserved
