Tag Archives: S&P 500

Trade has been Holding Back Stock Prices

Trade has been holding back stock prices for the last month, says CIO from CNBC. Kevin Mahn, Hennion and Walsh Asset Management president and chief investment officer, and Stephen DeNichilo, Federated Kaufmann Funds portfolio manager, discuss the risks in the ... Read More

Positive Trade Reports will Move Markets

Kevin Mahn, Hennion and Walsh Asset Management president and chief investment officer, and Art Hogan, B. Riley FBR chief market strategist, join the ‘Power Lunch’ team to discuss the impact the U.S.-Mexico trade deal will have on the market ... Read More

Kevin Mahn talks Performance Management on FTF

The role of the performance measurement staff over the years is changing and is becoming more critical to the success of a financial services firm, says Kevin D. Mahn, president and chief investment officer at Hennion & Walsh Asset Management ... Read More

Look for M&A activity in biotech, says Kevin Mahn

Kevin Mahn, CIO at Hennion & Walsh Asset Management and SmartTrust® Portfolio Manager tells Reuters’ Fred Katayama biotech firms with drugs already in the pipeline are prime acquisition targets for big drug makers. with Click here to watch the complete ... Read More

Playbook for Congress Tax Plan

Kevin Mahn, Hennion & Walsh Asset Management, joins the CNBC Power Lunch team, Tyler Mathisen, Brian Sullivan, Melissa Lee, Dominic Chu and Quincy Crosby of Prudential to discuss the tax plan and 2018 investment opportunities. Click here to watch the ... Read More

Strong Financial Conditions are Underpinning Markets: Strategist

Kevin Mahn, Hennion & Walsh Asset Management, and Quincy Krosby, Prudential Financial, discuss their year-end market strategies. Click here to watch the video on CNBC. ——————————————————————————————————————— Disclosure: Hennion & Walsh Asset Management currently has allocations within its managed money program and ... Read More

Why Biotech and emerging markets trades still look strong

By Kevin D. Mahn, president and chief investment officer, Hennion & Walsh Asset Management Kevin Mahn, CIO of Hennion and Walsh Asset Management, joins Yahoo Finance’s Alexis Christoforous and Pras Subramanian to discuss the investment themes he’s following this summer—from ... Read More

Drama Ahead of OPEC Meeting while the Fed Waits around the Corner

Stock markets in the U.S. and around the world gained value during a shortened week of trading for U.S. investors. The S&P 500 Index increased 1.5%, while international developed1 and emerging2 markets each gained 1.3%. ... Read More

Stocks Post Surprising Gains as Optimism Grows Following Trump Victory

U.S. Stocks staged a surprising rally last week on the back of now President Elect Donald Trump’s unexpected victory in the U.S. Presidential Election. Despite the futures market falling dramatically overnight, stocks recovered and the S&P 500 Index finished week with a 3.9% gain while the Dow Jones Industrial Average posted an impressive 5.5% advance. ... Read More

Stock Futures Pare Overnight Losses as Donald Trump is Elected President of the United States

If there is one thing that markets typically don’t like, it is uncertainty. Both good and bad news can be accounted for in many trading strategies but uncertainty creates a paranoia that forces many investors to hold large cash positions and ultimately can result in a drag on future returns. ... Read More

Solid Earnings and Economic Data Forgotten Amidst Political and Monetary Uncertainty

Large Cap U.S. Stocks fell 0.7% while Small Cap U.S. Stocks fell 2.5% as risk off sentiment rippled through the markets last week. In addition to stocks feeling pressure, bonds offered no shelter as yields rose in anticipation of an upcoming interest rate hike and better than expected economic activity raised the prospect for a faster pace of monetary tightening ... Read More

Positive Data Helps Stocks Move Modestly Higher

U.S. Stocks rose 0.4% last week as both earnings announcements and economic data releases painted a relatively optimistic picture of the U.S. economy and corporate profitability. On the international front, developed markets rose 0.5% despite the European Central Bank (ECB) leaving monetary policy unchanged and, for the time being, not adjusting their asset purchase program. ... Read More

Fluctuations Foreshadow a Likely Volatile Fourth Quarter

Stocks and bonds moved in sync last week, falling in value nearly across the board with the exception of the Utility, Real Estate and Telecom sectors of the stock market and the High Yield sector of the U.S. bond market. ... Read More

Preparing for Volatility

The S&P 500 Index dropped 0.6% last week, while on the international front developed markets fell 0.8% and emerging markets gained 1.3%. Economic data continues to suggest that the economy is expanding at a moderate pace, firming the argument for an interest rate hike before year-end and pushing the yield on the 10 Year U.S. Treasury up to 1.73% from 1.60% last week ... Read More

A Relatively Quiet but Profitable Third Quarter

U.S. stocks gained 0.2% last week, developed international markets declined 0.65%, and emerging markets fell 1.5%. Headlines were dominated by a potential OPEC deal which propelled oil prices 7.7% higher, closing the week at $48.24 for a barrel of WTI Crude. ... Read More

The Fed Leaves Rates Unchanged AGAIN and Stocks Bump Higher

The widely anticipated Federal Reserve (“Fed”) meeting ended last Wednesday with the non-earth shattering news that rates would be left unchanged again by the Fed. Stocks rallied around the world in response, which was somewhat surprising given that the probability for a rate hike was quite low. ... Read More

Volatility Continues as Stocks Register Minor Gains

Day-to-day volatility continued last week with the S&P 500 Index gaining or losing more than 1.0% on three of five trading days. Investors had a wide variety of economic data to digest including an inflation measure, Industrial Production, and Retail Sales while also considering comments from Federal Reserve Bank Presidents and Governors in advance of this week’s much anticipated Federal Open Market Committee (FOMC) meeting. ... Read More

The Return of Market Volatility

After 43 trading days without a change in value of greater than 1.0%, the S&P 500 Index dropped 2.5% on Friday, reminding investors that prices can move quickly and without much warning. After the close on Friday, the market had lost 2.4% for the week - the worst 5 day performance for U.S. stocks since February. ... Read More

Yellen’s Remarks Spark a Hawkish Tone

Stocks broke their winning streak last week with the S&P 500 Index losing 0.7%, in balanced albeit light sell off that saw growth stocks losing 0.7% and value stocks losing 0.6%. Small Cap U.S. stocks actually posted marginal gains of 0.1% last week and are now up 10% for the year, essentially on par with their domestic Mid-cap counterparts which have appreciated 9.9% while outpacing U.S. Large cap stocks which are up 7.7% for 2016. ... Read More

Stocks Further their Advance as Earnings Season Wraps Up

In another week of low volatility that saw no daily price changes exceed 1%, the S&P 500 Index posted a meager gain of 0.1%. International developed markets* exhibited the strongest performance with a 2.9% weekly gain and are now up 2.3% for the year ... Read More

U.S. Stocks March Forward as Economic Data Remains Strong

The S&P 500 Index edged up half of one percentage point last week as volatility picked up slightly but remained well below historical averages. U.S. Stocks are now up 8.2% (when measured by the S&P 500 Index) and/or 8.1% (when measured by the Dow Jones Industrial Average) this year ... Read More

Federal Reserve Maintains Rates, U.S. GDP Disappoints and International Stocks Post Gains

U.S. stocks sold off slightly last week with the S&P 500 index losing 0.05% and the Dow Jones Industrial Average falling 0.75%. Conversely, International Developed markets outpaced both U.S. stocks and international emerging markets with gains in the MSCI EAFE Index of 2.4% versus the 0.5% increase in the MSCI Emerging Markets Index. ... Read More

Federal Reserve is Set to Meet As Q2 Earnings are Beating Many Expectations

Stocks posted less robust yet still positive results last week amid investor anticipation of upcoming central bank meetings. The S&P 500 Index gained 0.6% and is now up 7.7% for the year as growth stocks have rallied in recent weeks ... Read More

Stock Market Gains Continue as Interest Rates Stay at Historic Lows

Stocks in the U.S. posted another week of strong gains and international developed markets joined in on the fun as Brexit fears continue to subside and strong global economic reports point to relatively stable economies throughout much of the world. ... Read More

S&P 500 Index Hits Record High as Q2 Earnings Season Kicks Off

Markets rebounded aggressively last week, posting some of the best weekly returns of 2016. For example, U.S. stocks, as measured by the S&P 500 Index, gained 3.3%, international developed markets, as measured by the MSCI EAFE Index, gained 3.5% and the MSCI Emerging Market Index moved 4.5% higher ... Read More

Stocks Little Changed on Brexit and Fed Uncertainty

U.S. Stocks had a mixed week with the S&P 500 Index losing 0.11% and the Dow Jones Industrial Average gaining 0.35%. On the international front, developed markets continue to lag their emerging market counterparts with the MSCI EAFE Index losing 1.72% and the MSCI Emerging Market Index gaining 1.05%. ... Read More

Flat Week of Returns Capped by Jobs Disappointment

U.S. stocks finished nearly flat last week with the S&P 500 Index gaining 0.04% and the Dow Jones Industrial Average losing 0.30%. On the international front, Developed Markets gained slightly, when measured in U.S. Dollars, with the MSCI EAFE Index increasing 0.19% ... Read More

Stocks Poised for Second Straight Month of Gains

U.S. stocks come back after Memorial Day Weekend poised to finish May with their second best monthly performance of 2016. The S&P 500 Index, as of Friday, May 27, has gained nearly 2% this month on the back of positive economic data and an increased likelihood of the Federal Reserve (“Fed”) hiking interest rates again in either June or July. ... Read More

It’s Now Been a Year Since S&P 500 Index Hit a Record High

U.S. Stocks broke their losing streak last week gaining 0.35%, while on the international front developed markets, with a weekly gain of 0.33%, outpaced their emerging market counterparts which fell 1.32% ... Read More

Investors Retreat after Positive Economic Data Reports

Positive reports on retail sales, producer prices and consumer sentiment were not enough to stave off a decline in stock prices at the end of the week as the Dow Jones Industrial Average (DJIA) finished Friday down 185 points to a closing level of 17535. Friday’s sell-off was widespread as all 10 sectors of the S&P 500 index (S&P 500) finished lower for the day. ... Read More

Investors Continue to Crave Income Producing Investments in Low Rate Environment

Stocks posted a second consecutive week of losses in the five day trading period that ended Friday. U.S. Stocks* lost 0.3%, International developed equities* lost nearly 3% and Emerging Markets* fell 4.1%. For the year, emerging markets continue to be the strongest geographical group with a gain of nearly 2% for the year, followed by U.S. stocks which are up 1.4% ... Read More

Value Stocks Continue to Lead

Stocks around the world rebounded last week led again by emerging markets* which gained 3.7% over the five day trading session. Developed international markets* outpaced U.S. equities with a gain of 3.6% versus the 1.7% increase witnessed in the S&P 500 Index. ... Read More

Kick Off to Earnings Season

U.S. stocks* reversed trend last week, falling 1.2% as investors took profits and “batten down the hatches” ahead of Q1 earnings season. International stocks posted mixed results with developed markets* advancing 0.7% and emerging markets* falling 1.1% ... Read More

Markets Finish a Volatile Q1 Slightly Higher

The first quarter of 2016 came to a close last Thursday leaving in its wake three months of volatility in U.S. stocks* that concluded with a 6.8% gain in March. For the year, the S&P 500 Index finished Q1 up 1.8%, a far cry from the 10% tumble the benchmark took from the start of the year to February 11 when stocks bottomed ... Read More

Markets Sleep on it, but Ultimately Cheer ECB Comments

Equities continued their winning streak last week with both domestic and international stock market indexes posting gains. The S&P 500 Index has now climbed back nearly 10% from its February 11, year-to-date low and is only 0.6% below its December 31, 2015 closing level ... Read More

Have the Markets Now Turned the Corner?

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. Stock and Oil Prices Stick Together BUT Decouple from China

U.S. equity markets capped off a second consecutive week of gains, inching closer to their end of 2015 levels on the back of a decoupling between U.S. stock and oil prices from the Chinese stock market. This decoupling could mark a significant shift in market sentiment and we are anxious to see if U.S. stock prices will eventually decouple from oil prices in the future as well. ... Read More

Stocks Break Winning Streak while Index Performance Diverges

Following two consecutive weekly gains in U.S. stock market indexes, most major benchmarks turned lower last week with the S&P 500 Index (S&P 500) falling over 3%, the Dow Jones Industrial Average (DOW) dropping over 1.5% and the NASDAQ moving 5.3% lower. The technology heavy NASDAQ , after outperforming the S&P 500 Index in 2015 by over 8%, is now in “correction” territory after having lost close to 13% thus far in 2016 alone. ... Read More

Market volatility reigns, but buying opportunities abound

This year is off to one of the worst starts in the history of the Dow Industrials, and investors are increasingly concerned about wealth preservation in these turbulent times. Yet, a turnaround is inevitable, and investors are pondering the possibility ... Read More

U.S. Stocks Finish January on a High Note but Volatility Reigns Supreme

While the volatility of January 2016 will not soon be forgotten, the prospects for it being the worst start to a new year on record, which once seemed likely, did not come to fruition. Thanks to two consecutive weekly gains, the S&P 500 Index ended January “only” down 4.96%, just ahead of 2009’s 5.1% drop. ... Read More

U.S. Stock Market Performance and the Link to Oil

Stock markets around the world posted their first weekly gain of 2016 last week, despite continued day-to-day volatility. The S&P 500 Index concluded the week with a daily gain of over two percent during Friday’s trading session allowing the benchmark to finish the week with a 4 day gain of 1.4%. International developed and emerging markets also saw marginal price gains of 0.2% each (in U.S. Dollar terms) during the week ... Read More

Lessons from Volatility

Stocks started off 2016 with their worst weekly performance since September of 2011. In fact, Monday January 4th through Friday January 8th, during which the S&P 500 Index dropped 5.9% and the Dow Jones Industrial Average fell 6.1%, will be remembered as the worst week to start a new year in the history of the U.S. Stock Market. ... Read More

2016 Off to a Volatile Start

Stocks around the world fell sharply on the first trading day of 2016 with the S&P 500 index losing 1.53%, the Euro Stoxx 50 index falling 3.14%, and the Japanese Nikkei 225 index dropping 3.06%. This was sparked by a now second time offender; the Shanghai stock market (or the Shenzhen CSI 300 index), which fell 7% causing trading to be halted for the day. ... Read More

Economic Data Stabilizes ahead of Fed Meeting

Market Overview Sources: Equity Market, Fixed Income and REIT returns from JP Morgan as of 10/16/15. Rates and Economic Calendar Data from Bloomberg as of 10/19/15. Happening Now                    Economic data last ... Read More

Perspective and Lessons from the Latest Selloff in Stocks

Market Overview Happening Now   Global equity markets fell at a rapid pace last week with negative sentiment spilling over into Monday’s trading. This is causing many market participants and Wall Street strategists to reevaluate the sustainability of the now ... Read More

Earnings Season Comes to a Close and the September Fed Meeting Approaches

Market Overview Happening Now   With close to 90% of the companies in the S&P 500 index having reported thus far, the much anticipated Q2 2015 earnings season is coming to a close. Investors, looking just about anywhere for hints ... Read More

A Mixed Cocktail of Certainty, Earnings and Fed Talk Fuels Global Capital Markets

Market Overview Happening Now   U.S. markets, as measured by the S&P 500 Index, posted a 2.4% gain last week on the back of a Greek debt deal, a solid start to quarterly earnings reports and an optimistic economic outlook ... Read More