Spring 2023 Newsletter

Often times, it seems like parts of my life fly by while in other aspects, it creeps. My “little girl” preparing for college is definitely the former while this market & economy are definitely the latter. The S&P 500 has literally been trading sideways in a tight range for almost a year. Little “inside baseball” for all of you: It’s … Read More

Economic Market Summary

Market Down and Dirty Last Week’s Economic/Market Summary Data U.S. equities moved mostly lower last week in the holiday shortened trading period. S&P 500 -0.05% Dow +0.63%, Russell 2000 -2.53%, Nasdaq -1.10%1 The All-Country World Index declined -0.11%.1 S&P 500 sub-sectors were mixed last week. Energy, Utilities, & Healthcare led to the upside with gains over 3.88%.1 Consumer Discretionary & … Read More

Economic Market Summary

Market Down and Dirty Last Week’s Economic/Market Summary Data U.S. equities moved higher last week, driven by mega-cap tech names. S&P 500 +3.45% Dow +3.22%, Russell 2000 +3.85%, Nasdaq +3.37%1 The All-Country World Index gained +3.44%.1 S&P 500 sub-sectors were all higher last week. Consumer Discretionary & Energy led to the upside. 1 Healthcare & Consumer Staples were the worst … Read More

Economic Market Summary

Market Down and Dirty Last Week’s Economic/Market Summary Data U.S. equities showed resilience last week in volatile trading as all major indices ended higher. S&P 500 +1.41% Dow +1.18%, Russell 2000 +0.53%, Nasdaq +1.67%1 The All-Country World Index gained +1.45%.1 S&P 500 sub-sectors were mostly higher last week. Technology & Materials were the best performers last week. 1 Real Estate … Read More

Economic Market Summary

Market Down and Dirty Last Week’s Economic/Market Summary Data U.S. equities finished mixed as volatility in the banking sector was offset by positive signs on inflation. S&P 500 +1.45% Dow -0.15%, Russell 2000 -2.81%, Nasdaq +4.41%1 The All-Country World Index ended -0.08%.1 S&P 500 sub-sectors were mixed last week. Technology & Utilities were the best performers last week. Financials & … Read More