Tag Archives: volatility

Volatility Returns in August thanks to Turkey and Trade Tensions

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

Stock Market Volatility Continues Despite Continued Evidence of a Strong Economy

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

Potential Implications of Tax Reform on the Stock Market

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

A Familiar Story – Stocks Gain while Volatility Stays Low

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

Volatility Returns as Investors Start to Rethink the “Trump Trade”

The S&P 500 Index fell 1.4% last week and snapped its streak of over 100 trading days without a loss of 1% or more. The shallow selloff was a bit steeper for the Russell Midcap Index which fell 1.5% and the Russell 2000 Index which fell 2.6%. ... 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

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

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

Markets Remain Remarkably Quiet…for Now

Record low levels of volatility persisted into yet another week with U.S. and emerging markets finishing essentially flat and developed international markets posting a slight drop of 0.6%. The performance of the U.S. market was driven by gains in value stocks of 0.4% being partially offset by losses in growth stocks of 0.2%, as measured by the Russell 1000 Value and Growth Indexes respectively. ... 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

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

Markets Rebound, Post Best Weekly Returns of 2016

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

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

The Fed Turns Dovish

After tumbling the first two months of the year, U.S. stocks* posted their fifth consecutive weekly gain and have found themselves in positive territory for the first time in 2016. The S&P 500 Index has now gained 6.21% during the month of March after falling nearly 4.96% in January and another 0.13% in February. ... 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

How to Shield Your Investments From Volatility

SmartTrust® Portfolio Manager and JPMorgan Funds Chief Global Strategist David Kelly discuss their investment strategies. They speak on “Bloomberg ‹GO›. Click here to watch the video at Bloomberg.com ... 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