Weekly Market Insights 02.12.24

Markets are at Record Levels, Economy is Looking Fine, Consumers Remain Unsure Financial Markets United States equity markets continued on their remarkable bull run this past week. The S&P 500 closed Friday’s session at 5,027, up 1.37%, marking the fourteenth time in fifteen weeks that the index closed higher.  Remarkably, this is the first time…

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Weekly Market Insights 02.05.25

Equity Markets Rally, Bonds Slump Financial Markets Equity markets rallied while bond markets slumped on essentially the same news—just as the textbooks would tell us.  The Dow Industrials increased by 1.43%, the S&P 500 by 1.38%, and the NASDAQ by 1.12%.  The big differentiator between those indexes was, of course, their exposure, or lack thereof,…

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Weekly Market Insights 01.29.24

All Eyes on the Fed! Financial Markets Financial markets continued on a positive trajectory this past week, with equities again reaching new all-time highs.  The Dow increased by 0.65%, the S&P 500 by 1.06%, and the NASDAQ by 0.94%.  Investor confidence is centered on expectations that the Fed will cut rates this year, potentially as…

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Weekly Market Insights 01.22.24

Inflation Fears Recede! Financial Markets United States Equity markets closed the week in record territory.  The S&P 500 ended up 1.17%, the Dow Industrials up 0.72%, while the NASDAQ closed up 2.26%.  We are in the beginning of earnings season, and, although earnings have been alright, CEO’s have been muted in discussing prospects for the…

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Weekly Market Insights 01.16.24

Markets Take a Break Financial Markets Financial markets recouped some of their losses after falling the first week of the year.  The S&P 500 increased by 1.84%, the Dow Industrials by 0.34% and the tech-laden NASDAQ by 3.09%.  It is reasonable to expect investors to step back a bit and see what they have wrought. …

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Weekly Market Insights 01.08.24

A Shaky Start Financial Markets U.S. equity markets opened the New Year on a decidedly weak note.  The S&P 500 decreased by 1.52%, the Dow by 0.59%, and the NASDAQ by 3.25%.  Not what investors were hoping to see after a remarkably strong 2023.  Why the sudden pessimism?  As was the case in 2023, it’s…

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Weekly Market Insights 01.02.24

An Amazing Year and a Brave New World Financial Markets Both the economy and financial markets showed utter disregard for forecasters’ initial 2023 predictions and had very good years.  Of course, the strong equity performance was driven by a very narrow part of the market, but, still, it was a very good year, indeed.  The…

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Weekly Market Insights 12.18.23

“And visions of sugar plums…” No doubt the story of the week, and, perhaps the year, is the present Jay Powell and his colleagues at the Federal Reserve gave to investors this past week.  As all of us interested in the economy are well aware, Chairman Powell not only held interest rates steady, but gave…

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Weekly Market Insights 12.11.23

Six Weeks of Gains! Financial Markets United States equity markets registered their sixth straight week of gains.  The Dow increased by 0.01%, the S&P 500 by 0.21%, and the NASDAQ by 0.69%. All three indexes closed at their highest levels of the year.  If this continues, sugar plums will dance in investors’ heads this Christmas. …

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Weekly Market Insights 11.20.23

Is it Real? Financial Markets United States equity markets continued to gain ground this past week as investors became more confident that this rally may be more than a correction.  The S&P 500 increased by 2.24%, the Dow by 1.94%, and the tech-laden NASDAQ by 2.37%.  The S&P 500 has gained nearly 10% since bottoming…

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