Category: Weekly Market Commentary

  • How Quickly Can Stocks Recover From COVID-19?

    How Quickly Can Stocks Recover From COVID-19?

    Market Blog The market volatility continues, as the S&P 500 Index has closed either up or down 4% or more for a record 7 consecutive days. With the S&P 500 Index down 30% from the highs, it has officially moved into a bear market. Yesterday, we took a look at how stocks did after the…

  • Positive Signs From China on COVID-19

    Positive Signs From China on COVID-19

    COVID-19 related fear has gripped markets, driving the Dow Jones Industrial Average and the S&P 500 Index into bear territory. As difficult as these markets are for all of us, there are reasons to be reassured coming out of China, specifically in Wuhan, the epicenter of the outbreak. Yesterday in a sign of an improving…

  • Weekly Market Commentary | April 8, 2019

    Weekly Market Commentary | April 8, 2019

    First quarter earnings season kicks off this week and the bar seems low. Consensus estimates for first-quarter earnings season are calling for a slight year-over-year decline in S&P 500 Index earnings amid the economic soft patch at the start of the year.

  • Weekly Market Commentary | March 25, 2019

    Weekly Market Commentary | March 25, 2019

    Risk-reward trade-off in stocks has become less attractive following recent gains. Stocks have had quite a run this year, with the S&P 500 Index up 12% as of March 22, 2019, and 19% since the December 24 lows

  • Weekly Market Commentary | March 18, 2019

    Weekly Market Commentary | March 18, 2019

    Large caps may be better positioned than small caps, given where we are in the business cycle. Small cap stocks have performed well so far in 2019, with the Russell 2000 Index, the most popular small cap benchmark, up 15.2% year to date compared with the 12.6% gain in the large cap S&P 500 Index.

  • Weekly Market Commentary | March 11, 2019

    Weekly Market Commentary | March 11, 2019

    Following the strong 2019 rally, we ask if stocks are overdue for a pullback. The S&P 500 Index rallied 17% in 2019 and 9.4% since the December 24, 2018, low.