The Federal Reserve (Fed) meets this week and in all likelihood will raise short-term interest rates for the first time since emergency levels of monetary accommodation were provided to markets after the COVID-19 shutdowns. Inflationary pressures are running higher than the central bankers are comfortable with, but the conflict in Eastern Europe adds to the […]
FROM ONE RISK TO ANOTHER The U.S. economy grew 5.7% in 2021, exhibiting strength after an unprecedented global pandemic, but as the economy marched into 2022, the COVID-19 Omicron variant squelched some of the rebound in economic activity. Most saw this headwind to be temporary and mostly affecting the first quarter estimates. The LPL growth […]
U.S. and International Equities Most Markets Lower Firstly, our thoughts go out to those impacted by Russia’s invasion of Ukraine and we hope the conflict end’s quickly. This week, U.S. major equity markets finished higher with the exception of the Dow Jones Industrial Average. Clearly the Russia-Ukraine conflict has added to the previously existing monetary […]
U.S. and International Equities U.S. Markets Lower The U.S. major equity markets finished lower for the second straight week. With roughly 85% of S&P 500 companies having reported, fourth quarter earnings growth for the index is tracking to a 31.4% year-over-year increase, yet stocks tracked lower amid fears of an imminent Russian invasion of Ukraine. […]
U.S. and International Equities U.S. Markets Higher The major equity markets finished the week lower, failing to extend the rebound which started two Fridays prior, after the averages closed lower for the first three weeks of the New Year. Following the early year sell-off that saw inflation, higher interest rates, and tighter Federal Reserve (Fed) […]
U.S. HAS BEEN SKIING UPHILLIt’s been a rough start to the year for U.S. stocks with some stiff headwinds. The path of the S&P 500 in January looked like something Mikaela Shiffrin might ski on given the steepness of the decline with twists and turns. Fears that the Federal Reserve (Fed) might be behind the […]
U.S. and International Equities U.S. Markets Higher The major equity markets finished the week higher even as inflation, higher interest rates, and tighter Federal Reserve (Fed) policy remained on investors’ minds. Investors scooped up beaten-down names at the end of the day Friday to lift the averages. While S&P 500 Index companies have mostly delivered […]
U.S. and International Equities U.S. Markets Lower The major equity markets finished the week lower as inflation, higher interest rates, and tighter Federal Reserve policy continue to be front and center on investors’ minds. Moreover, disappointing outlooks from some widely followed tech companies amid relatively high growth equity valuations are putting downward pressure on stock […]
U.S. Markets Lower The major equity markets finished the week lower as concerns about inflation and higher interest rates continue to weigh on investors’ minds. A weaker than expected December retail sales report along with mixed big bank Q4 earnings did not help the market’s case for going higher. Energy led all sectors for the […]
U.S. and International Equities Major Markets Lower The major equity markets finished the week lower, as concerns about inflation and interest rates intensified after the Federal Reserve’s (Fed) minutes were released this week. Growth stocks, as represented by the Nasdaq composite, lost more ground compared to the S&P 500 Index on the back of higher […]
