Horizon Investments®

Last month’s anticipated Fed rate cut stirred excitement among potential homebuyers, driving an uptick in mortgage applications. Could that rising application demand translate to a bump in home sales in an otherwise beleaguered U.S. housing market? Read this week's Big Number to learn more ➡️ https://lnkd.in/e2rZ_Tjn

A dip following an earnings miss could provide a buying opportunity. Large-cap tech stocks have faced volatility due to heavy AI-related CapEx spending, possibly creating a valuation "floor." CIO Scott Ladner joined BNN Bloomberg to discuss opportunities amid market uncertainties. https://lnkd.in/ePQgdvPG

Vote with your ballot- not your portfolio. While the presidential race commands media focus, control of the House and Senate could have a more significant impact on markets. Policy positions may seem concerning to investors, but financial markets' long-term wealth creation power is far more dependent on factors other than who controls the White House. At Horizon Investments, we believe the smartest move going into the upcoming election is to stay committed to your goals-based investment plan. Access our special report here: https://lnkd.in/e5bG3yt8

Tech stocks have taken the market helm again, and we’re seeing strategic repositioning underway ahead of major earnings reports from mega-cap companies. Mike Dickson joined Schwab Network to discuss how these tech sector movements (and next week's election) could impact broader market dynamics. Watch the interview here ➡️ https://lnkd.in/efcS2BPw

We are at the start of two of the biggest weeks of the year for investors, which will likely set the tone for trading through the end of 2024. This week's focus is on the earnings and jobs reports and the Bank of Japan. Our weekly market recap is now available.

The ongoing economic momentum, coupled with robust consumer balance sheets, are key drivers of corporate earnings power. Zachary Hill, CFA joins Schwab Network to discuss consumer strength, earnings season, the AI trade, and potential election impact. https://lnkd.in/eRt8thuk

AI is advancing drug development and productivity. To balance risk and capture opportunities in this evolving space, we think a "barbell approach" combining both sectors and ETFs may be beneficial. CIO Scott Ladner joins Fox Business Network to share his belief in focusing on biotech and large pharmaceutical companies for AI-driven healthcare investments. https://lnkd.in/eSkEV7V5

The Atlanta Fed’s GDPNow model is projecting 3.4% growth for Q3, signaling stronger-than-expected economic activity. What’s driving this surge? Dive into our latest Big Number to learn more ➡️ https://lnkd.in/gNdzjizm

Strong earnings and better-than-expected growth data are lifting U.S. markets, but with elections around the corner, volatility could rise. However, we believe earnings growth, not politics, is fueling recent gains. Read more in our Weekly Market Recap ➡️ https://lnkd.in/eeQ7imWA

Are we on the road to normal? Our third quarter report explores how after a period of unprecedented volatility, we’re starting to see signs of “normal” in key areas of the economy: ▪️ Inflation has cooled back to its historical average. ▪️ U.S. consumers remain financially strong, with debt service ratios well below long-term averages. ▪️ The Fed has started to ease interest rates, signaling a potential soft landing for the economy. With a broader market rally and consumer confidence high, we’re optimistic about the future. Dive deeper into our report here ➡️ https://lnkd.in/gttqiA2J