Weekly Insight | July 12, 2023
American consumers continue to reflect their economic confidence and a willingness to spend, as evidenced by recent strong results from the
American consumers continue to reflect their economic confidence and a willingness to spend, as evidenced by recent strong results from the
Welcome to Five in Five, a monthly publication from the Investment Team at BTC Capital Management. Each month we share graphs around five
NASDAQ Posts Best First Half in 40 Years Equities rallied back toward year-to-date highs to close out a strong first half performance. The
Did Equities Already Price in the Recession? Markets took a pause this week to digest recent gains. The S&P 500 was up 0.3% as modest
Dog Days of Summer We have formally entered the summer season, and one may expect markets to abate as vacation may now become the
No Break this Week for Equity Markets While summer vacation season has started, the equity markets took no break this week as the Russell
Welcome to Five in Five, a monthly publication from the Investment Team at BTC Capital Management. Each month we share graphs around
Sector Dispersion Solved as Small Caps Surge The S&P 500 tacked on another 2.1% this week as small caps staged a vicious rally
AI Frenzy Continues Amid Record Sector Dispersion AI related stocks surged again this week. The big gains were Friday and Monday due to a
Corporate earnings continue to be front‑of‑mind. Nvidia Corporation (NVDA) was the most recent example, beating expectations with
Once again investors find themselves watching rival political parties in the U.S. wrangle over a path to raising the country’s debt
This week, equity investors were heartened by the news that rival political parties were in negotiations to resolve the nation’s debt