Weekly Market Update
performance,
market indicators and the week ahead.
weekly market update | 4 min read
U.S. Trade Deficit, Market Cap Surplus
January 27, 2025
The S&P 500, Dow Jones, and Nasdaq gained 1.74%, 2.15%, and 1.65%.
weekly market update | 4 min read
The Strengthening Case of Income in a Portfolio
January 13, 2025
All three major indices were down with the S&P 500, Dow Jones, and Nasdaq off -1.94%, -1.86%, and -2.34%. Nonfarm payrolls rose by a higher-than-expected 256K last month and the unemployment rate fell to 4.1%.
weekly market update | 4 min read
Looking Back to Assess “What Sort of Year This Will Be”
January 6, 2025
While the US stock market should benefit from broadening profit growth in 2025, we aren’t penciling in a third straight return over 20% for the S&P 500. Time will show what the political and policy shifts of 2024 will yield.
weekly market update | 4 min read
Great Year, Tough Week into Holidays
December 23, 2024
The S&P 500, Dow, and Nasdaq fell by -1.99%, -2.25%, and -1.78%, respectively.
weekly market update | 4 min read
Opportunities, Risks for a “Rule-Breaking” Expansion
December 16, 2024
The S&P 500 and Dow fell by -0.64%, and -1.82%, respectively, while the Nasdaq rose by 0.34%.
weekly market update | 4 min read
Rising US Expectations and “Reflexivity”
December 9, 2024
The S&P 500 and Nasdaq gained 0.96%, and 3.34%, respectively, while the Dow slid by -0.60% after the US economy added a better-than-expected 227K jobs in November alongside a 4.2% unemployment rate and a 4.0% gain in wages from a year ago.
weekly market update | 4 min read
Navigating Tariffs and Deregulation
December 2, 2024
The S&P 500, Dow and Nasdaq gained 1.06%, 1.39% and 1.13%, respectively, as President-elect Trump said he would impose 25% tariffs on Mexico and Canada along with another 10% on China his first day in office.
weekly market update | 4 min read
Start Broadening Investment Horizons
November 25, 2024
The S&P 500, Dow and Nasdaq gained 1.68%, 1.96% and 1.73%. Stocks are trying to find their place after a post-election reaction, 3Q24 earnings, and a Fed that is easing but at a pace dependent on the incoming data.
weekly market update | 4 min read
Post Election Rally Takes a Pause
November 18, 2024
The S&P 500, Dow and Nasdaq shed -2.08%, -1.24% and -3.15%, as investors pared back their Fed rate cut expectations.
weekly market update | 4 min read
Post US Election Update: Driving Faster vs Going Farther
November 11, 2024
The S&P 500, Dow and Nasdaq added 4.66%, 4.61% and 5.74% after a post-election rally that also sent the Russell 2000 index of small-cap stocks 8.57% higher.