Market Commentary

Week Ahead

Evergrande Losses Reversed

Fears of financial contagion coming from Chinese developer Evergrande, the country’s second largest, sent stocks diving at the start of the week. By Thursday, the losses were reversed as investors became more confident that the damage was mostly limited to China.

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Storms Stir Up Energy Stocks

Stocks finished the week lower on mixed economic data. Energy stocks gained for the week as storms in the Gulf of Mexico threatened to disrupt oil production while materials and utilities lagged. The August CPI came in lower than expected, supporting the Federal Reserve’s position that transitory factors are caused by rising prices.

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Is it STAGFLATION?

Some investors fear a slowing economy, while others fear higher inflation. And some fear that both will happen, which is called stagflation. We might get an indication of which is the case this week with the August sales report and the Consumer Price Index (CPI) data.

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Full FDA Approval Helps Sentiment

It was a good week for equities as stocks hit new all-time highs once again. The Pfizer Vaccine’s full FDA approval helped sentiment early in the week before turning sad with the news of an attack at Kabul airport in Afghanistan. Investor sentiment ended on a high note with the Federal Reserve Chairman Powell on Friday.

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Retail Sales Slumping

Disappointing consumer confidence numbers and slumping retail sales data have investors worried that economic growth might have peaked. This week, we will have economic reports around manufacturing, services, home sale, personal income, and spending.

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Consumer Confidence Down

A gloomier outlook reported by the University of Michigan index of consumer confidence released last Friday caused yields to fall.The spread of the delta variant of Covid has dampened the confidence of the consumer to the lowest level since 2011, according to Bloomberg.com.

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Monthly Performance Reports

Monthly Performance Report August 2021

To the casual eye equity markets led by the S&P 500 index-free climbs past another record gain of 2.38% in July was anything but routine. With close scrutiny as the undertow from the economic skepticism from the delta variant and emerging markets uncertainty with China’s sudden stock market crackdown temporarily splintered the global recovery. What should have been a choreographed...

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Monthly Performance Report July 2021

To the casual eye equity markets led by the S&P 500 index-free climbs past another record gain of 2.38% in July was anything but routine. With close scrutiny as the undertow from the economic skepticism from the delta variant and emerging markets uncertainty with China’s sudden stock market crackdown temporarily splintered the global recovery. What should have been a choreographed...

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Monthly Performance Report June 2021

As the economy continues to gain steam, the transitory inflation debate continues to be the juggernaut for the markets, creating disproportionate gains for growth stocks not seen since Q3 2020. The S&P 500 Index produced a return of 8.6%, while the S&P 500 Growth index returned 11.9% over the S&P 500 Value index return of 5%.

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Monthly Performance Report May 2021

Inflation pressures amid an economic re-opening continued to spook the markets intra-month in the wake of GDP seen expanding at 7% this year and 2022 forecast at 3.3%. As a result, the S&P 500 fluctuated for most of May, ending the month with a gain of 0.70%.

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Quarterly Performance Reviews

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