Weekly Insight | May 27, 2020

The S&P 500 gained more ground this week as markets reacted to the easing of lockdown restrictions across the country. Investors reacted positively to the reopening of their favorite restaurants and stores.

Weekly Insight | May 20, 2020

Equity markets bounced back this week as the United States continues to outperform the rest of the world. The S&P 500 was up 5.5% and domestic small caps jumped 9.3% on the week.

Weekly Insight | May 13, 2020

The door slowly closes on another earnings season as 90% of S&P 500 companies have reported negative earnings and sales growth for the first quarter of 2020. Earnings have declined by 12.2% for the quarter, which is 3.1% better than expected.

Weekly Insight | May 6, 2020

Equities pulled back this week as the rhetoric on China intensifies. The S&P 500 was down 3.1% while small caps fell 7.2%. Emerging markets and foreign equities were also in the red.

Weekly Insight | April 29, 2020

There was a significant contraction in GDP in the first quarter of 2020. Initial numbers show a contraction of 4.8%. We have not seen such a sharp drop since the financial crisis.

Weekly Insight | April 22, 2020

Equities had two consecutive down days but bounced back to finish the week in the green. Small caps led the way with gains of 1.5% while foreign equities lagged. Yields moved lower with the five-year yield setting an all-time low.

Weekly Insight | April 15, 2020

March and first quarter 2020 data continue to come in. The expectation has been for reported numbers to be relatively bad. In some cases, the numbers are worse than expected.

Weekly Insight | April 1, 2020

Investment markets continue to react to the COVID-19 pandemic. Wide daily swings in performance have become the norm over the last few weeks. The $2 trillion virus relief package, the CARES Act, was approved by the Senate and the House, and President Trump has signed it.

Weekly Insight | March 25, 2020

It’s been a week of positive returns in domestic equity markets, and that feels good to write. The S&P 500 return over the week was 3.27%. This comes on the heels of the potential passage of stimulatory fiscal and monetary actions.