Investment Insights

Monthly Markets Memo - July 2018

World Money Small.jpgby Dan Zalipski, CFA & Scott Rosenquist, CFA

Market Update

The U.S. equity markets moved higher over the past month.  They found support in economic reports on expanding manufacturing and service sector activity, strong retail sales, and a positive employment report.  Fixed income trimmed their year-to-date losses as investors sought out safety from trade related headline risk.  International markets continue to struggle this year as trade-related concerns and a stronger dollar continue to weigh on the space.  The trade issue has also spilled over in to commodities, which have suffered a recent price collapse as fears of a global slowdown continue to build.  

Monthly Markets Memo - July 2018

World Money Small.jpgby Dan Zalipski, CFA & Scott Rosenquist, CFA

Market Update

The U.S. equity markets moved higher over the past month.  They found support in economic reports on expanding manufacturing and service sector activity, strong retail sales, and a positive employment report.  Fixed income trimmed their year-to-date losses as investors sought out safety from trade related headline risk.  International markets continue to struggle this year as trade-related concerns and a stronger dollar continue to weigh on the space.  The trade issue has also spilled over in to commodities, which have suffered a recent price collapse as fears of a global slowdown continue to build.  

Market Minute - July 17, 2018

by Scott Rosenquist, CFA

2018 FIRST HALF RECAP

The first half of 2018 is behind us and it already has been a busy year in the financial markets both domestically and internationally. 

Monthly Markets Memo - June 2018

World Money Small.jpgby Dan Zalipski, CFA & Scott Rosenquist, CFA

Market Update

Investors over the past month have done their best to sort through the headlines and their potential impacts on the markets.  The North Korean summit was cancelled, and then happened.  Trade ‘wars’ were called off only to be back on days later.  Italy flirted with crisis when two populist parties struggled to form a coalition government.  With all this commotion, the U.S. markets moved higher over the past month on the back of favorable economic data and solid corporate earnings. 

Market Minute - June 12, 2018

by Scott Rosenquist, CFA

RECESSION LOOMING?

The current U.S. economic expansion that started in the middle of 2009 is now the second longest on record.  Such a prolonged expansion may leave some investors asking, “When will it end?”. 

Monthly Markets Memo - May 2018

World Money Small.jpgby Dan Zalipski, CFA & Scott Rosenquist, CFA

Market Update

The equity markets continue to be volatile.  Both the U.S. and international developed markets have had substantial moves this year yet remain relatively close to where they started.  Looking only at 2018, the S&P 500 was up nearly 7% at one point in January, only to find itself down 4% in early February.  It recovered to positive 4% in early March, only to find itself down 4% by the end of March.  At the time of this writing, the S&P 500 has had 32 trading days with moves of 1% or more in 2018 according to DataTrek’s Nicolas Colas.  An average year will see around 50 days with 1% moves in either direction, and with the historically volatile months of August and October still to come, it’s likely we will exceed that mark.

Market Minute - May 15, 2018

by Scott Rosenquist, CFA

Q1 EARNINGS

First quarter earnings have been rolling in over the past few weeks and the numbers have been quite strong. As of last week, close to 80% of the companies in the S&P 500 have reported. Many of them are doing better than expected when compared to analyst estimates. This feat is known as an earnings “surprise”.

Monthly Markets Memo - April 2018

World Money Small.jpgby Dan Zalipski, CFA & Scott Rosenquist, CFA

Market Update

With twitter tirades, tariff threats, and trouble in tech, it sure is noisy out there.  The U.S. markets, as measured by the S&P 500, re-tested February lows as the quarter came to an end.  The volatility was fed by escalating trade disputes as the Trump administration raised the prospect of additional tariffs on Chinese products, with the Chinese responding in-kind with their own tariffs on U.S. imports.  The tech sector wrestled with its own problems which added to the pain; Tesla is struggling to meet production goals, Facebook is working damage control for a scandal involving the improper sharing of user’s data, and Amazon finds itself in President Trump’s crosshairs over taxes and its business with the post office.

Market Minute - April 10, 2018

by Scott Rosenquist, CFA

TECH, TARIFFS & TWITTER = VOLATILITY

Volatility has picked up this year after an extraordinarily calm 2017.  The sources of volatility are numerous ranging from potential regulations for technology companies regarding user data, tariffs on Chinese imports and possible retaliation, and uncertainty from President Trump’s twitter feed.

Monthly Markets Memo - March 2018

World Money Small.jpgby Dan Zalipski, CFA & Scott Rosenquist, CFA

Market Update

The correction may have passed, but the volatility remains. The broad markets are in approximately the same spot they were a month ago, which may come as a surprise considering both the strong up and down moves across equities over that same time period. Equities sold off on the talk of trade tariffs out of Washington and then rallied when certain allies were exempt. They sold off again when Chief Economic Advisor Gary Cohn stepped down, and then rallied when the February jobs report was not only strong but failed to propel inflation-related fears. The volatility is not limited to equities.  

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