Quick Takes More tariff talk and hotter-than-expected inflation data couldn’t keep stocks and bonds from rising. The U.S. benchmark S&P 500 Index was up +1.5%, breaking a two-week losing streak, while the Bloomberg U.S. Aggregate Bond Index was up +0.2%, its fifth...
Quick Takes In a busy week of economic and corporate earnings reports the U.S. benchmark S&P 500 Index slipped -0.2%. Talk of tariffs weighed on investors at the beginning and ending of the week, as did unexpectedly high inflation expectations data and subpar tech...
Key Points COUNTER TRENDS Financial markets finished January broadly higher and saw some notable counter trend moves for the month. Technology stocks, one of the dominant 2024 leaders, was the only negative sector in January, and Health Care, a 2024 laggard, was the...
Quick Takes The major indexes missed closing positive for a third straight week as Chinese AI competition, a hawkish Fed statement and press conference, as well as a late Friday announcement of tariffs being placed on Canada, Mexico, and China sent stocks down. The...
Quick Takes The major indexes finished in positive territory for a second consecutive week. The S&P 500 Index finished the week up +1.7%, the best start to a presidential term since the Reagan administration in 1985. It’s gained +4.7% over the last two-week...
Quick Takes Stocks notched their best week since the November election, with the S&P 500 Index gaining +2.9%. All 11 sectors rose, the top three sectors – Energy, Financials, and Materials –were all up just better than +6% for the week. The primary catalyst for...
