Weekly Insight | January 25, 2023

The NASDAQ Index Surges to Best Calendar Start Since 2000

Positive equity momentum continued this week as the S&P 500 gained 2.2%. Despite yields moving higher, the NASDAQ fared even better with a 3.3% advance, which is a little bit of a character change.

Weekly Insight | January 18, 2023

Equities continued to rise last week as virtually all major market indices moved higher. For domestic markets, small-cap stocks led the way as the Russell 2000 Index returned 1.8%. Large-cap and mid-cap stocks also moved higher with weekly returns of 0.5% and 0.8%, respectively.

Weekly Insight | January 11, 2023

Equities Begin the Year with Strong Gains

After a weak ending in 2022, equity markets are off to a good start in 2023. The S&P 500 is up 3.4% to begin the year while the NASDAQ and Russell 2000 are both up about 4.5%.

Five in Five | January 2023

Welcome to Five in Five, a monthly publication from the Investment Team at BTC Capital Management. Each month we share graphs around five topics that illustrate the current state of the markets, with brief commentary that can be absorbed in five minutes or less.

Weekly Insight | December 28, 2022

Equities End the Year on a Sour Note 

Equities were down on the week as December will once again disappoint consensus expectations. The narrative was spun that December is historically one of the best months of the year from an equity performance standpoint and therefore we should expect a sharp year-end rally.

Weekly Insight | December 21, 2022

As traders turn off their screens and head for the doors for a long weekend, market data was full of mixed signals. Mister Market was more Krampus than Santa Claus this week sending both bonds and stocks lower -1.2% and -2.9% respectively.

2023 Economic Themes

As we approach 2023, please find the following articles from the BTC Capital Investment Team, discussing top economic themes and their potential impact in the New Year.

Walking a Fine Line

The two dominant themes running through the U.S.

2023 Economic Themes | Say Goodbye, 2022

We presume all cannot wait for 2022 to say goodbye. U.S. equities, as measured by the Russell 3000 Index, are currently down 19.8% year-to-date (YTD), which may be its worst calendar-year drawdown since 2008 ( 37.3%).