Weekly Market Commentary January 08, 2024 The Markets And we’re off…to a slow start. Last week, investors appeared to suffer from a New Year’s hangover. The culprit was too much optimism. After its December meeting, with…
Weekly Market Commentary January 02, 2024 The Markets 2023 was a big year for U.S. stocks. The story of 2023 has its roots in 2022, when the Standard & Poor’s (S&P) 500 Index lost almost 19.5 percent amid rising inflation…
Weekly Market Commentary December 26, 2023 The Markets If all you wanted for Christmas was two percent inflation, you’re in luck! Barring unforeseen events, it appears the United States Federal Reserve (Fed) is on the cusp of…
Weekly Market Commentary December 18, 2023 The Markets Have rates peaked? Last week, at its final policy meeting for 2023, the United States Federal Reserve indicated that rates may have peaked. After the meeting, Chair Jerome Powell said: “As we…
Weekly Market Commentary December 11, 2023 The Markets Still exceeding expectations. Last week, the United States Treasury market rallied. Yields fell and bond prices rose as some bond market investors enthusiastically embraced the idea that the Federal…
Weekly Market Commentary December 04, 2023 The Markets We’re cycling along. It’s easy to forget that economic activity tends to move in cycles. A full cycle, known as the business cycle, typically includes four stages: Contraction…
Weekly Market Commentary November 27, 2023 The Markets In November, investors were more optimistic than consumers. At the start of November, investors were decidedly bearish. During the week of November 1, the AAII Investor Sentiment Survey found…
Weekly Market Commentary November 20, 2023 The Markets Is it done? (We’re not talking about the turkey.) Last week, investors enthusiastically embraced the idea that the Federal Reserve (Fed) could be done raising rates – and that…
Weekly Market Commentary November 13, 2023 The Markets Earnings grew in the third quarter. Four times a year, during earnings season, publicly traded companies report how well they performed during the previous quarter. The strength of corporate…