Wait and See

June 23, 2025

  Markets closed flat following a week that included an update of economic projections from the Federal Reserve. For the week, the S&P 500 Index was -0.1%, the Dow Jones Industrials +0.1%, and the NASDAQ was flat. The Energy, Technology, and Financial sectors led the S&P 500 Index for the week, while the Health Care, …

Summer Solstice

June 16, 2025

  Conflict in the Middle East put a pause in the market advance last week. For the week, the S&P 500 Index was -0.4%, the Dow Jones Industrials -1.3%, and the NASDAQ -0.6%. The Energy, Health Care, and Utilities sectors led the S&P 500 Index for the week, while the Financial, Industrial, and Consumer Staples …

Labor Market Calm

June 9, 2025

  A healthy labor market report kept stocks in the green last week. For the week, the S&P 500 Index was +1.5%, the Dow Jones Industrials +1.2%, and the NASDAQ +2.0%. The Communication Services, Technology, and Energy sectors led the S&P 500 Index for the week, while the Consumer Staples, Utilities, and Consumer Discretionary sectors …

May Flowered

June 2, 2025

  Equities posted a positive week, capping off a strong May recovery that pushed the major U.S. indices into positive territory for the year. For the week, the S&P 500 Index was +1.9%, the Dow Jones Industrials +1.7%, and the NASDAQ +2.0%. For the month, the S&P 500 Index was +6.3%, the Dow Jones Industrials …

Yield Sign

May 27, 2025

  Rising bond yields put a halt to recent momentum in stocks last week. For the week, the S&P 500 Index was -2.6%, the Dow Jones Industrials -2.4%, and the NASDAQ -1.5%. All eleven S&P 500 sectors declined. The Consumer Staples, Communication Services, and Materials sectors declined the least and the Energy, Technology, and Real …

On the Move

May 19, 2025

  Stocks rallied as tame inflation and progress on trade deals calmed fears. For the week, the S&P 500 Index was +5.3%, the Dow Jones Industrials +3.5%, and the NASDAQ +6.9%. The S&P 500 Index was led by the Technology, Consumer Discretionary, and Communication Services sectors, while the Health Care, Real Estate, and Consumer Staples …

Trade Up

May 12, 2025

  An initial trade deal with the United Kingdom and an uneventful Federal Reserve meeting held markets to a small decline last week after back to-back positive weeks. For the week, the S&P 500 Index was -0.4%, the Dow Jones Industrials -0.1%, and the NASDAQ -0.2%. The S&P 500 Index was led by the Industrial, …

Data Check

May 5, 2025

  A flurry of economic data created both an air of pessimism and optimism depending on the day. A 0.3% contraction in first quarter Gross Domestic Product (GDP) growth added to recession fears on Wednesday, but a strong jobs report ended the week on a note of optimism. For the week, the S&P 500 Index …

Economic Pulse

April 28, 2025

  Equity markets clawed back some of their recent declines last week. For the week, the S&P 500 Index was +4.6%, the Dow Jones Industrials +2.5%, and the NASDAQ +6.4%. The S&P 500 Index was led by the Technology, Consumer Discretionary, and Communication Services sectors, while the Consumer Staples, Real Estate, and Utility lagged. The …

Trade Dialogue

April 21, 2025

  While there is currently a 90-day pause on the implementation of some tariffs, the impact and timing of trade negotiations with multiple countries presents a risk that is causing some investors to be tentative in buying equities. Last week, the S&P 500 Index was -1.5%, the Dow Jones Industrials -2.7%, and the NASDAQ -2.3%. …