This week has been another week of gains as the market tries to make it a 4th week in a row finishing in the green. If it does, that would make it a nice month-long rally which, so far, has been great to see.
Weekly Comments: “Easy Does It”
On the heels on last week’s trifecta news from the Fed raising rates 75 bps, GDP coming in at -0.9% and a barrage of earnings reports led by big tech, this week seems to be more of a breather where the market is taking an “Easy Does It” approach as it continues to try and work itself into another positive finish on the week.
GVA Solutions Spotlight: Tax Strategy Resources
One of GVA’s foundational principles is building an ecosystem that enables our advisors to provide comprehensive financial planning services. We understand it would be nearly impossible for an advisor to have specialized knowledge for every scenario. As such we have built a dynamic technology stack and assembled a best-in-class team to ensure our advisors always have access to an expert, … Read More
Economic & Market Report: Outlook 2024 – 3/4 Pole
Hard to believe the first quarter of 2024 is drawing to a close. As we pass the 3/4 pole in our 8 furlong race through the calendar year, it is worthwhile to assess the key market events that are now behind us and what lies ahead in the horse race to the year-end finish line. Starting gates. A key market … Read More
Economic & Market Report: Winners & Contrarians
A fresh new calendar year is underway for capital markets, so much focus is on what we can reasonably expect in the year ahead. But given that capital market movements flow across the beginnings and ends of our calendar pages, it is worthwhile to consider as investors get back up to speed from the holiday season what segments of the markets have been winning thus far, and what areas of the market may have been left behind and offering potential opportunity depending on how events unfold in the weeks ahead.
Economic & Market Report: Setting The Bar
A New Year is underway for capital markets, and the consensus prognostications are tilted toward a favorable year for both stocks and bonds.
Economic & Market Report: Giddy Yap, Let’s Go
Christmas came early to capital markets on Wednesday. The U.S. Federal Reserve emerged from its latest Open Market Committee meeting on Wednesday with good tidings for investors, sharing tales that inflation continues to come down and labor markets coming into balance.
Economic & Market Report: ‘Tis the Season
The age-old stock market adage has rang so true over the past year. The notion of “sell in May and go away” is based on the historical trend of relative underperformance by stocks during the period from May 1 to October 31. Of course, the flip side of this adage is the historical trend of relative stock outperformance during the period from November 1 to April 30.
Economic & Market Report: All Things Mid & Small
It has been a November to remember. Following a three-month slide from August to October that saw U.S. stocks decline by more than -10% and the 10-Year U.S. Treasury yield jump by more than a percentage point (ouch and ouch), capital markets roared back to life this month.
Economic & Market Report: World Make Way
For more than a decade, the U.S. stock market has been the place to be for global equity investors. But as we continue to emerge from the inflationary induced bear market over the last two years, developed international and emerging markets may be worth a closer look.