Is The Latest Surge In Stock Market Volatility Noise Or Signal?

Big Decline But No Bad Breadth?

Positioning For The 2024 U.S. Presidential Election

2024 U.S. Election: The Importance Of Staying Invested

U.S. Stocks have almost always risen by the end of a president's term, regardless of their party affiliation. Historical data shows that market returns are generally positive during both election and non-election years. Seema Shah says investors should focus on fundamentals rather than election headlines.

What Biden's Historic Election Decision Means For Markets

Home Market Outlook Economy Analysis What Biden's Historic Election Decision Means For Markets. President Joe Biden’s late withdrawal from the presidential race creates a number of significant unknowns. I expect this late-in-the-race turmoil to ramp up short-term market volatility. I’m watching the results of earnings season for signs that market performance may be broadening from the domination of the “Magnificent 7”

Shifting Narratives: What The Highs And Lows Mean For Expectations

Market concentration rose to multi-decade highs as names like Nvidia, Apple, and Microsoft continued to surge higher. The three largest names in the S&P 500 accounted for 40% of the total returns through the end of 2024. On the lower economy and inflation side of the debate, the Fed continues to work to lower inflation.

Navigating The Markets: Insights From Our Q2 Economic And Market Review

Asset Bubbles Beware

Streaky

Friday’s decline capped off a negative week for the market, taking the S&P 500 out of short-term overbought levels. The decline ended a streak of 32 straight weeks of the market closing over one standard deviation above its 50-day moving average. As the market attempts to rebound today, the market is in the midst of a streak. The S&p 500 has been in an extended streak of overb bought closes since 1954.

You're Soaking In It

Weekly Report: what happened at FFTY last week (0715-0719)?

S&P 500 Earnings: Large-Cap Growth Corrects As High-Yield Credit Spreads Tighten

U.S. Equities: Broadening And Grinding Higher

Home Market Outlook Today's Market U.S. Equities: Broadening And Grinding Higher. The economic strength that has delayed Fed cuts should support a positive backdrop for corporate earnings. The narrowness of the equity rally to date remains a concern for investors. Investors can look to companies, sectors, and markets with less stretched valuations to fuel the equity market rally.

Can Mega-Capitalization Stocks Continue Their Dominance?

Q2 Earnings Season Kicks Off With Mixed Bank Results

U.S. Election: Near-Term Turbulence, Long-Term Questions

A close election could see increased U.S. Equity volatility followed by a relief rally. Investors should expect near-term turbulence leading up to the election, but economic fundamentals ultimately drive market performance. The current presidential election is like no other in modern history. The election is the first rematch of candidates since Eisenhower vs. Roosevelt.

The Curse Of The Mega Caps

Weekly Report: what happened at FFTY last week (0708-0712)?

U.S. Stocks Look Overbought. Will It Matter (Anytime Soon)?

Home Market Outlook Today's Market U.S. Stocks Look Overbought. Will It Matter (Anytime Soon)? The S&P 500 Index closed sharply higher on Wednesday, rising to yet another record high. The market appears overbought on a short-term basis, says James Picerno.

Why Quality Matters, Even If Markets Are At Record Highs

MoneyTalk Live's 500th episode features Vitali Mossounov, VP Director and Co-Lead for Fundamental Equity Research at TD Asset Management. He joined Greg Bonnell on the show to discuss the importance of quality stocks when building a portfolio. The US markets have hit record highs this year, but Vitali says it's important for investors to focus on quality.