Weekly Market Update
performance,
market indicators and the week ahead.
weekly market update | 2 min read
Wisdom for 2024: Answers to Your Questions
December 4, 2023
This week investors will zero in on Friday’s US jobs data. The economic community expects 158K jobs created in November alongside an unchanged 3.9% unemployment rate and average hourly earnings growth of 4.0% y/y.
weekly market update | 2 min read
Why We Expect Equity Performance to Broaden Out in ‘24
November 27, 2023
It was a short week marked by the Thanksgiving holiday and a four-day cease-fire and hostage exchange in Gaza. Shoppers spent 2.5% more this Black Friday than a year ago, according to Mastercard SpendingPulse.
weekly market update | 3 min read
Wise Investors Should Pay Close Attention to Falling Inflation
November 20, 2023
This week, investors will focus on November’s University of Michigan’s Consumer Sentiment survey, where attitudes about the future and current conditions may have bottomed.
weekly market update | 3 min read
As Goes the Fed, So Goes the Dollar
November 13, 2023
Investors are often surprised to learn the Fed typically shifts from raising rates to lowering them while the economy is still creating jobs. The Fed needs to work with long lead times
weekly market update | 3 min read
Fed Tightening Looks Done
November 6, 2023
The 10-year Treasury yield dropped a whopping 30 basis points to 4.52%. Markets celebrated that it looks as though the Fed’s tightening campaign has run its course.
weekly market update | 2 min read
Trick or Treat?
October 30, 2023
Stocks have been under pressure since July 31 on rising rates, so it’s easy to view the recent market turbulence as a trick. However, we believe this will give way to a treat for investors as earnings grow and interest rates come down in 2023–2024.
weekly market update | 2 min read
Investing in Uncertain Times
October 23, 2023
This week investors will digest 3Q earnings reports from 32% of the S&P 500’s constituents, including some big tech, auto and energy names. This comes on top of the 17% of S&P 500 firms that have already reported.
weekly market update | 2 min read
Earnings, Data, & QA
October 16, 2023
Investors have questions about the Middle East, interest rates, if it is a good time to add to positions, the prospects of a government shutdown, and if policy makers in China are doing enough to improve the economy?
weekly market update | 2 min read
The Argument for Selectivity in SMID
October 9, 2023
The September jobs report came in much stronger than expected with 336K newly minted jobs and 119K in combined upward revisions to the prior two months’ total.
weekly market update | 2 min read
Sentiment Being Tested Even Without a Shutdown
October 2, 2023
Over the weekend, policymakers reached a deal to avoid a government shutdown until November 17.