Last Week’s Summary S&P 500 Index fell 0.23% International Equities gained 0.62% Emerging Markets rose 1.40% U.S. 10-Year Treasury Yield fell to 4.49% Initial Jobless Claims rose to 219k Change in Nonfarm Payrolls rose to 100k Unemployment Rate fell to 4.0% U. of Mich. Sentiment fell to 67.8 ISM Services Index fell to 52.8 What […]
Market Summary – February 10, 2025 Read More »
Nvidia has had such a dominant impact on the S&P 500 that if you removed it from the index, U.S. markets would be underperforming their European counterparts since the 2022 bottom. This single stock has driven much of the index’s recent gains, but disruptions like the developments in AI with DeepSeek have now sent Nvidia
Weekly Client Letter – February 3, 2025 Read More »
Last Week’s Summary S&P 500 Index fell 0.99% International Equities gained 0.55% Emerging Markets rose 0.32% U.S. 10-Year Treasury Yield fell to 4.54% FOMC left rates unchanged at 4.25% – 4.50% Initial Jobless Claims fell to 207k GDP fell to 2.3% Core PCE remained at 2.8% Personal Income stayed at 0.4% Personal Spending rose to
Market Summary – February 3, 2025 Read More »
As President Trump takes office, he is greeted with unusually high stock prices, a situation that can make the financial markets more sensitive to changes in policy. This unique challenge means that decisions made during his presidency could impact the market more significantly than usual. No administration has dealt with higher valuations when taking office.
Weekly Client Letter – January 27, 2025 Read More »
Last Week’s Summary S&P 500 Index rose 1.76% International Equities gained 2.71% Emerging Markets rose 1.87% U.S. 10-Year Treasury Yield fell to 4.62% Initial Jobless Claims rose to 223k Leading Index fell to -0.1% U. of Mich. Sentiment fell to 71.1 U. of Mich. 1-Yr Inflation stayed at 3.3% What to Watch for This Week
Market Summary – January 27, 2025 Read More »
Historically, stocks and bonds have had a negative correlation, allowing bonds to act as a stabilizer during stock market downturns. Recently, however, this relationship has turned positive, meaning the traditional diversification approach may no longer offer the same protection. Similar to 2022, when stocks and bonds move in tandem, both assets can decline simultaneously, leaving
Weekly Client Letter – January 21, 2025 Read More »
Last Week’s Summary S&P 500 Index rose 2.01% International Equities gained 1.71% Emerging Markets rose 1.27% U.S. 10-Year Treasury Yield fell to 4.63% CPI YoY rose to 2.9%, Core CPI YoY fell to 3.2% Initial Jobless Claims rose to 210k U.S. Retail Sales rose 0.4% What to Watch for This Week M, 1/20/25 U.S. stock
Market Summary – January 21, 2025 Read More »
The NASDAQ Composite Index’s history shows how devastating market downturns can be. After the crash in the early 2000s, it took 15 long years for the index to recover its losses-a stark reminder of how fragile gains can be. With the NASDAQ surging recently, it’s critical to recognize that what rises quickly can fall just
Weekly Client Letter – January 13, 2025 Read More »
Last Week’s Summary S&P 500 Index fell 1.92% International Equities fell 0.79% Emerging Markets fell 1.50% U.S. 10-Year Treasury Yield rose to 4.75% JOLTS layoff rate rose to 1.1% Initial Jobless Claims fell to 201k ADP Employment Change fell to 122k Change in Nonfarm Payrolls rose to 256k Unemployment Rate fell to 4.1% What to
Market Summary – January 13, 2025 Read More »
As we close out 2024 and step into 2025, many investors are asking what kind of year lies ahead. With the S&P 500 delivering over 20% returns for the second consecutive year, history suggests caution may be prudent. Past instances of back-to-back 20%+ years have often been followed by sharp drawdowns, averaging over 20%, as
Weekly Client Letter – January 6, 2025 Read More »
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