Retailers take the spotlight this week. Third quarter earnings season is coming to a close, however, there are still a number of retailers scheduled to release earnings this week ahead of the Thanksgiving holiday break ... Read More
There are few things that will restrain an upward trending stock market more so than uncertainty, and this past week the U.S. equities market were pleased to see one of those uncertainties removed, partially alleviating some ambiguity ... Read More
Before we dive into this week’s midterm elections, and associated, potential economic and market implications, let’s recap last week’s eventful trading session. Global equity markets finished firmly in positive territory for the week, although it certainly was not a smooth ride ... Read More
As global equity markets continue their month long retreat, many investors may be questioning if it’s time to swap their stock portfolio for cash in an attempt to avoid further downside. In our view, this rationale is often misguided and shortsighted. ... Read More
Global equity markets were mixed last week following a choppy trading session. In the U.S., the S&P 500 Index and Dow Jones Industrial Average were able to close in positive territory returning 0.05% and 0.45% respectively. ... Read More
How excited would you be if your favorite retailer advertised a 4% sale on all of their products? Chances are, most consumers wouldn’t even notice a 4% sale, let alone go out of their way for the opportunity to buy a desired item at a 4% lower price point. ... Read More
Global equity markets finished firmly lower last week. In the U.S., the S&P 500 Index retreated 0.95% while technology stocks were hit even harder as seen in the 3.18% decline of the NASDAQ Composite Index. ... Read More
Global capital markets were mixed on the last week of the 3rd quarter. Equity markets struggled to find solid footing while fixed income markets put forth moderately positive performance, following a highly anticipated Federal Funds Rate increase by the Federal Reserve. ... Read More
Major Averages across the globe were generally higher last week. In the U.S., the S&P 500 Index and Dow Jones Industrial Average reached record highs and finished the week up 0.86% and 2.25% respectively. ... Read More
Global equity markets appeared totally indifferent to news that the U.S. was planning to impose additional tariffs of $200 billion on Chinese goods, as global equity indexes turned in impressive results for the week. ... Read More
Stock markets around the world struggled to start the month of September (historically one of the more difficult months for stocks). In the U.S., the major averages all finished in the red. ... Read More
Global equity markets finished the week, and the summer, on a high note as equity markets in aggregate continued to exhibit impressive performance ... Read More
Global stock markets finished the week in positive territory with emerging markets leading the way, trying to claw their way back in what has been a difficult 2018 for the group thus far. In the U.S., the S&P 500 Index, Dow Jones Industrial Average, and the NASDAQ Composite gained 0.88%, 0.51%, and 1.67% respectively ... Read More
Volatility returned to global equities markets in a meaningful way over the past week, but appears to have only had a negative effect on Developed International and Emerging Market equities, leaving U.S. equities essentially unscathed ... Read More
U.S. equity markets delivered mixed results last week with the S&P 500 index and Dow Jones Industrial Average losing 0.18% and 0.44% respectively and the NASDAQ Composite gaining 0.40%. Overseas, developed and emerging markets both finished the week firmly lower. ... Read More
Global capital markets were mixed for the week, as certain areas continued to feel pain stemming from ongoing trade tensions, particularly Emerging and Developed International markets. The S&P 500 Index sputtered to a level of 2,840, representing a modest increase of 0.80%, while the Russell Mid-cap Index gained 0.54. ... Read More
Stocks advanced again last week. In the U.S., the S&P 500 index and the Dow Jones Industrial Average were up 0.61% and 1.57% respectively. Overseas, the MSCI EAFE index gained 1.35% for the week. Keeping an eye on interest rates, the yield on 10 year U.S. Treasuries remained below 3%, settling in the 2.96% range. ... Read More
Global Capital Markets ended a turbulent week relatively flat, despite largely favorable economic readings, as concerns surrounding the potential impact of an escalating trade war began to intensify. ... Read More
Global equity markets rallied for the second consecutive week as we enter into the early innings of 2nd quarter 2018 earnings season, a sign that investors are again optimistic about what lies ahead ... Read More
Global equity markets came roaring back after, what felt like, months of sideways returns and they did so in the face of lingering trade tensions and on the back of an increase in the unemployment rate. ... Read More
Global equity markets fell for the second consecutive week in the face of continued trade tensions and a stronger U.S. dollar. Looking at a representative sample, the S&P 500 Index declined 1.31%, the Dow Jones Industrial Average lost 1.26%, and the MSCI EAFE Index, a gauge for international developed markets, dropped 1.03%. ... Read More
Over the past week global stock markets took a few steps back despite housing starts hitting an 11-year high, the expectation for lower oil prices due to an agreement amongst members of OPEC to reduce output, and the anticipation of further surprises to the upside as it relates to the release of productivity data over the coming week. ... Read More
Developed markets held relatively flat following a week largely dominated by news surrounding the Federal Reserve and their ongoing process of increasing interest rates. We’ll dive deeper into an analysis of the Federal Reserve’s decision to raise the Federal Funds rate another 25bps (i.e. 0.25%) shortly, but first an update on the markets. ... Read More
Global equity markets experienced strong gains last week as investors concentrated more on the positive jobs report and easing political concerns in Europe, and less on general trade and tariff-related tensions. In the U.S., the Dow Jones Industrial Average led the pack returning 2.79%, followed by the S&P 500 and the Russell 2000 Indexes returning 1.66% and 1.51% respectively. ... Read More
Global equity markets delivered mixed results in last week’s holiday shortened trading session. In the U.S., the Dow Jones Industrial Average retreated 0.38% while the wider ranging S&P 500 Index gained 0.54% ... Read More
U.S. equities fluctuated in the week leading up to the Memorial Day weekend. However, the major averages were still able to finish the week in positive territory. The technology-heavy NASDAQ index led the way returning 1.09% for the week followed by the S&P 500 Index and the Dow Jones Industrial Average, which posted gains of 0.33% and 0.18% respectively ... Read More
Developed markets retreated slightly for the week, after seeing gains well above two percent throughout the first 11 days of May. This past week, although faintly negative from a return perspective, was largely dominated by positive news such as U.S. economic activity data and a potential resolution to on-going trade issues between the United States and China ... Read More
Last week global equity markets finally displayed some of the vigor investors grew accustomed to early in 2018, resulting in one of the best performing weeks of the year. ... Read More
Looking back at last week’s trading activity investors would be hard pressed to find any particular theme or trend in U.S. markets that was consistent throughout the week. The major stock market indexes experienced sharp declines, midday reversals, mixed results, and strong gains ... Read More
Markets have taken a stubborn stance in a week defined by predominantly positive economic news, continued upside earnings surprises from U.S. equities, and a meaningful decrease in volatility levels. ... Read More
Stocks were able to finish in positive territory last week despite giving back some of the gains earned earlier in the week. In the U.S., the S&P 500 Index improved 0.54% and the Dow Jones Industrial Average gained 0.46%, while the smaller cap Russell 2000 Index outpaced both of its larger counterparts advancing 0.96% ... Read More
The major indices experienced gains last week, but periods of intermittent volatility persisted. Investors were seemingly comforted by the prospects of strong first-quarter earnings reports. ... Read More
After a week of heightened trade issues between the U.S. and China, the yield on the 10 year U.S. Treasury note increased from 2.74% to 2.77%. Ultimately these downward gyrations have lead U.S. Equities, along with their Developed International counterparts, into negative territory, but this isn’t where we currently believe they will finish the year ... Read More
Stocks rebounded a bit last week but failed to recover from the prior week’s decline and ended the first quarter in the red. Both the S&P 500 and the Russell Midcap Indexes gained 2.1%, while the Russell 2000 Index, a measure of the Nation’s smallest publicly traded firms, gained 1.3% last week ... Read More
U.S. stocks experienced their worst weekly performance since January 2016 as fears over a trade war gripped markets. The S&P 500 Index lost 5.9%, the Russell Midcap index lost 4.9%, and the Russell 2000 index, a gauge of the Nation’s smallest publicly traded companies, lost 4.8% ... Read More
U.S. stocks posted a decline last week as concerns over turnover in the Trump Administration and a potential global trade war gave investors pause. ... Read More
U.S. Stocks bounced backed last week with their second best performance of the year. The S&P 500 Index gained 3.6%, the Russell Midcap Index advanced 3.8%, and the Russell 2000, a gauge of the Nation’s smallest publicly traded companies, ended the week 4.2% higher ... Read More
Stocks reversed course last week, dropping across geographic regions as concerns over a potential trade war were ignited by comments and tweets from President Trump. ... Read More
U.S. Stocks posted their second straight week of gains following early February’s headline grabbing sell-off. Now that the dust has settled, it appears investors are increasingly focusing on the tremendous earnings growth corporations generated in the fourth quarter as well as the optimistic forward guidance provided by management ... Read More
Following the largest weekly decline since 2016, equity markets around the world bounced back with their strongest weekly performance in over 6 years. ... Read More
The U.S. stock market experienced its worst week since 2015 as concerns over rising inflation led to a chain reaction of systematic selling. The resulting market moves were some of the most dramatic seen since the Great Financial Crises. ... Read More
For the first time all year equities had a down week and fell in value across the board. This result perpetuated itself severely during Monday’s trading session when the Dow Jones lost an additional 4.6% or 1,175 points. ... Read More
U.S. Stocks experienced yet another week of substantial gains as the dollar continued to fall and interest rates rose. The S&P 500 Index gained 2.2% outpacing gains in the Russell Midcap Index which advanced 1.6%, and the Russell 2000 Index which gained 0.7%. ... Read More
Stocks broadly gained again last week as economic data continues to surprise to the upside and traders prepare for the release of more corporate earnings reports from the 4th quarter of 2017. In the U.S., the S&P 500 Index gained 0.9%, the Russell Midcap Index advanced 0.5%, and the Russell 2000 Index, a gauge of U.S. small cap stocks, gained 0.4%. ... Read More
In a familiar tone, stocks rose again last week but the bigger story may be the rising price of oil and the tick up in interest rates that have accompanied this year’s stock rally ... Read More
Stocks started off 2018 firing on all cylinders and picking up where they left off in 2017. The S&P 500 Index gained 2.6% last week, the Russell Midcap Index gained 2% and the small cap focused Russell 2000 Index advanced 1.6%. ... Read More
U.S. stocks finished the final week of the 2017 with a slight loss on low trading volume as many on Wall Street took the holiday shortened week off. The S&P 500 Index’s decline of 0.33% last week did little to detract from the +20% advance generated from 12 consecutive monthly gains. ... Read More
tocks generally gained last week as tax reform officially passed in the United States and traders readied for the low volume typically associated with the final week of the year. ... Read More
U.S. Stocks mostly gained last week with the S&P 500 Index rising 0.95%, the Russell Midcap Index finishing unchanged, and the Russell 2000 Index gaining 0.6%. On the international front, developed markets moved 0.14% higher while emerging markets claimed a 0.7% rise ... Read More
U.S. Stocks marginally gained value last week as both houses of congress met to reconcile their respective tax bills and investors awaited this year’s final meeting of the Federal Open Market Committee (FOMC) this week. The S&P 500 index gained 0.4%, the Russell Midcap index gained 0.3%, and the small cap-oriented Russell 2000 index slipped 1%. On the international front, developed markets gained 0.1% while emerging markets declined 0.5% ... Read More
U.S. equities had their second best performance of the year gaining 1.6% last week despite a sharp intra-day decline on Friday when the Dow Jones Industrial Average fell over 300 points. The Russell Midcap Index grew 1.5% on the week while the Russell 2000 Index moved 1.2% higher ... Read More
Stocks found stable footing during last week’s holiday shortened trading session. During the three and half days the U.S. markets were open, the S&P 500 Index gained 0.9%, the Russell Midcap Index gained 0.8%, and the Russell 2000 Index ended the week 1.8% higher. ... Read More
The S&P 500 index is up an impressive 17% this year. Internationally, developed markets are up 21% and emerging markets are up a whopping 35%! Even the bond market has investors “giving thanks” for the 5% return generated by corporate debt so far this year and the 7% they’ve received in the high yield debt sector. ... Read More
The U.S. stock market fell last week as concerns about delays in corporate tax reform weighed on risk assets. The S&P 500 and Russell Midcap indexes fell 0.1% while the smaller-cap Russell 2000 index fell 1.3%. ... Read More
There were a number of major economic data releases, policy announcements, and earnings reports last week that caused markets to react, albeit mildly. Domestically, large cap stocks were the only capitalization group to advance last week despite the release of details pertaining to tax legislation that could disproportionately benefit smaller firms. ... Read More
U.S. large cap stocks were one of the only areas of the global stock market to register a positive return last week. The S&P 500 Index gained 0.2% and is now up 17.2% since the start of the year. Balance was required in order to have captured last week’s gains, however, with large cap value companies falling 0.5% and growth companies gaining 0.9% ... Read More
Stocks gained for a sixth straight week with the S&P 500 Index gaining 0.9%, the Russell Midcap index gaining 0.8%, and small cap stocks, as measured by the Russell 2000 Index, moving 0.5% higher. International equities declined last week with developed markets losing 0.3% and emerging markets falling 0.5%. ... Read More
U.S. Stocks gained again last week with the S&P 500 Index moving 0.2% higher to close at 2,553 on Friday. The Russell Midcap Index also gained 0.2% last week while small cap stocks, as represented by the Russell 2000 Index, fell 0.5%. ... Read More
The fourth quarter got off to a strong start last week as U.S. equities rallied on the back of economic data and hope for tax reform. The S&P 500 and Russell 2000 Indexes each gained 1.3% while the Russell Midcap Index moved 1.2% higher. ... Read More
Domestic stocks rose during the final week of the third quarter while developed international markets stayed flat and emerging international markets sold off. The S&P 500 index gained 0.7%, outpaced by both midcaps, which advanced 1.1%, and small caps, which increased 2.8% ... Read More
U.S. Large cap stocks seesawed last week but finished up 0.1%. The gain in blue chips was overshadowed by their Mid and Small Cap counterparts which advanced 0.3% and 1.3% respectively. Internationally, developed markets rose 0.7% while emerging markets finished the week flat. ... Read More
Stocks around the world rose again last week despite continued threats from North Korea and some uncertainty regarding future Federal Reserve activity. U.S. Large cap and Midcap stocks gained 1.6% each while the Russell 2000, a gauge of small cap companies, climbed 2.4%. ... Read More
Stock markets around the world posted mixed results last week as the U.S. prepared for Hurricane Irma and considered the potential for another missile test from North Korea. The S&P 500 Index dropped 0.6%, the Russell Midcap Index fell 0.7%, and the Russell 2000 Index, a gauge of small cap stocks, declined 1.0%. ... Read More
U.S. stocks had one of their best weeks of the year as geo-political concerns took a back seat to strong economic data. The S&P 500 Index gained 1.4%, the Russell Midcap Index gained 1.5%, and the Russell 2000 Index, a gauge of small cap companies, advanced 2.7%. On the international front, developed markets ended the week 0.6% higher while emerging markets moved 0.7% to the upside ... Read More
U.S. stocks rebounded last week following two consecutive weeks of heightened volatility and negative returns. The S&P 500 Index gained 0.8% while the Russell Midcap Index climbed 1.1% and the Russell 2000 Index, a gauge of small cap companies, moved 1.5% higher ... Read More
The past two Thursday’s have not been kind to investors. As we discussed last week, on Thursday August 10th, the Dow Jones Industrial Average (“Dow”) fell 205 points due to heightened geo-political concerns ... Read More
A war of words between U.S. President Donald Trump and North Korean Leader Kim Jung Un caused stock markets around the world to sell off last week while bonds and gold rallied. The S&P 500 Index fell 1.4%, the Russell Midcap Index fell 1.9%, and the Russell 2000 Index declined 2.7% last week. ... Read More
U.S. Large cap stocks finished with minor gains last week while Mid and Small cap stocks fell in value. The S&P 500 Index ended the week with a 0.2% gain while the Russell Midcap Index fell 0.4% and the Russell 2000 Index dropped 1.2%. In a move counter to our note last week, value stocks outperformed growth stocks across all capitalizations. ... Read More
U.S. equities, as measured by the S&P 500 Index, finished flat last week as the tailwind of higher oil prices was offset by a selloff in the Technology sector. Smaller U.S. companies faced the brunt of selling pressure with the Russell Midcap Index declining 0.2% during the week and the Russell 2000 Index falling 0.4%. ... Read More
Stocks and bonds both rose in price last week reaching fresh all-time highs as earnings releases surprised to the upside and the European Central Bank (ECB) issued dovish guidance. Domestically, the S&P 500 Index gained 0.6% while the Russell Midcap and Russell 2000 Indexes each advanced 0.5%. ... Read More
Stocks shot higher last week as hawkish sentiment from the Federal Reserve combined with disappointing inflation data in the U.S. Domestically, the S&P 500 and Russell Midcap Indexes gained 1.4% each while the Russell 2000 Index moved 0.9% higher. ... Read More
U.S. stocks started off the second half of 2017 mixed last week while International Markets took a step backward. During the holiday shortened week, the Large Cap-oriented S&P 500 and the Small Cap-oriented Russell 2000 Indices gained 0.1% each, while the Russell Midcap Index fell 0.2% ... Read More
Despite declining during three of five trading sessions, the S&P 500 Index finished last week with a 0.2% gain, outpaced by the predominantly small cap Russell 2000 Index which experienced a 0.6% advance, but ahead of the Russell Midcap Index’s 0.1% decline. ... Read More
U.S. Stocks finished mixed last week as the S&P 500 Index gained 0.1%, the NASDAQ lost 0.9%, and the Dow Jones Industrial Average moved 0.6% higher. Midcap stocks were the best performing domestic group by market capitalization with a 0.4% gain, while Small cap stocks, as measured by the Russell 2000 Index, fell by 1%. ... Read More
There was a bit a volatility in the daily returns of the U.S. stock market last week as the S&P 500 Index declined in three of the five trading days and ended the week 0.27% lower. The tech heavy NASDAQ 100 Index felt the brunt of the selling pressure, however, with a daily loss of 2.4% during Friday’s trading session, resulting in a weekly loss of the same magnitude. ... Read More
U.S. Stocks generated positive returns across all market capitalizations last week. Small caps led the way with the 1.7% advance of the Russell 2000 Index followed by the Russell Midcap Index’s 1.2% move higher and the 1% gain of the large cap dominated S&P 500 Index. ... Read More
Stocks posted steady gains last week, heading higher in each of the 5 trading days leading up to Memorial Day Weekend. The S&P 500 Index gained 1.5% last week, one of its best weekly performances of 2017. ... Read More
In an otherwise choppy week of trading amidst light economic data, major averages advanced on Thursday and Friday following a statement from Trump to unveil a “phenomenal” tax plan, fulfilling a campaign pledge, in the coming weeks. U.S. stocks advanced 0.9% last week as the S&P 500 Index reached a new all-time high of 2,316 ... Read More
Stocks finished the week marginally higher with the S&P 500 Index gaining 0.2%. U.S. Mid and Small Cap stocks also ended last week with a gain of 0.4% in the Russell Midcap Index and a gain of 0.5% in the Russell 2000 Index. Across these three size groupings; growth stocks have outpaced value stocks so far this year by noticeable margins of 2.5% for large companies, 1.5% for midsized companies, and 2.1% for small firms. ... Read More
U.S. large cap stocks fell slightly last week with the S&P 500 Index returning -0.1%. Smaller firms faired a little better as evidenced by the Russell Midcap Index gaining 0.1% and the Russell 2000 Index increasing by 0.4%. ... Read More
Stock markets both in the U.S. and internationally continued to build momentum and posted a third straight week of gains as of the close of trading on Friday, March 4. On the home front, Small cap companies* posted the strongest gains last week, moving 4.3% to the upside but still have some ground to make up after being down 4.5% for the year as of Friday’s close. ... Read More
U.S. stocks rebounded last week, with the S&P 500 Index gaining 2.9% over the holiday shortened four day trading session. Risk assets appeared to be back in favor as the small cap focused Russell 2000 Index finished the week 3.9% higher ... Read More
Market Overview Sources: Equity Market, Fixed Income and REIT returns from JP Morgan as of 10/09/15. Rates and Economic Calendar Data from Bloomberg as of 10/12/15. Happening Now Stocks snapped back ... Read More