Stephen Dean, CFA is back with his monthly State of the Market commentary, covering recent market events and why they matter. After a weak start to the quarter, equity markets rallied in May and June to close out an especially strong second quarter and first half of the year. Concerns of resurging inflation that had spooked investors in April eased in May and June while most measures of economic activity remained strong. The May core Personal Consumption Expenditure index (PCE) — the Fed’s preferred price gauge, which excludes food and energy — that was released at the end of June, rose 0.1% from the prior month, the lowest monthly increase so far in 2024. The core PCE index now stands 2.6% above levels from a year earlier. As progress on bringing inflation down to the Fed’s 2% target remains slow, investors have reduced their expectations for how soon the Fed will begin cutting interest rates. The change in interest rate expectations could have easily brought down stock returns, but the solid economic conditions and excitement around companies involved with AI that continued in the second quarter bolstered investor’s sentiment. You can continue reading the rest of Steve's commentary about the first half of the year here: https://lnkd.in/eqfdhYFf
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Stephen Dean, CFA is back with his monthly State of the Market commentary, covering recent market events and why they matter. After a weak start to the quarter, equity markets rallied in May and June to close out an especially strong second quarter and first half of the year. Concerns of resurging inflation that had spooked investors in April eased in May and June while most measures of economic activity remained strong. The May core Personal Consumption Expenditure index (PCE) — the Fed’s preferred price gauge, which excludes food and energy — that was released at the end of June, rose 0.1% from the prior month, the lowest monthly increase so far in 2024. The core PCE index now stands 2.6% above levels from a year earlier. As progress on bringing inflation down to the Fed’s 2% target remains slow, investors have reduced their expectations for how soon the Fed will begin cutting interest rates. The change in interest rate expectations could have easily brought down stock returns, but the solid economic conditions and excitement around companies involved with AI that continued in the second quarter bolstered investor’s sentiment. You can continue reading the rest of Steve's commentary about the first half of the year here: https://lnkd.in/eqfdhYFf
Q2 2024: Surging tech stocks help to close out a strong first half for the market
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It's almost 2024 and clients are asking what to expect next year with the #economy and #investments markets. Here are some clues from LPL Financial Research.
Looking toward 2024, we see some key themes for stocks. A more supportive economic environment and a young bull market are just a few of the ideas highlighted in today’s article—and in the #LPLOutlook. See #WeeklyMarketCommentary for more and our related investment conclusions → https://ow.ly/yZgW50QkC1X
Weekly Market Commentary
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Looking toward 2024, we see some key themes for stocks. A more supportive economic environment and a young bull market are just a few of the ideas highlighted in today’s article—and in the #LPLOutlook. See #WeeklyMarketCommentary for more and our related investment conclusions → https://ow.ly/yZgW50QkC1X
Weekly Market Commentary
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The stock market has recently experienced notable fluctuations, primarily driven by concerns over interest rates, inflation, and economic growth. Investors are closely monitoring comments from Federal Reserve officials, hoping to gain insights into future monetary policy decisions. This ongoing uncertainty has created a challenging environment for market participants. In the latest market performance, major stock […]
Stock Market Wobbles as Interest Rate Worries Grow | US Newsper
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I'm here to help you make sense of it all. Together, we'll create a personalized plan that aligns with your family's unique goals and dreams. Let's make your money work for you, so you can worry less and enjoy life more
🌟 Mid-Year Market Update: Staying Ahead in 2024! 🌟 As we dive into the second half of the year, it's crucial for long-term investors to keep perspective on the events driving the markets. Despite economic uncertainties, the stock market has surged, with the S&P 500 up 15.3%, Nasdaq 18.6%, and the Dow Jones 4.8%! 🚀 The 10-year Treasury yield dipped, keeping the bond market steady, while international stocks have also shown impressive gains. 🌎📈 Here are 5 key facts to help you stay cool, calm, and collected through the rest of 2024: Market Highs and Diversification: The S&P 500 hit over 30 new all-time highs! Remember, swings are normal. Stay diversified to benefit from different sectors. 🏦💡 Fed Rate Cuts on the Horizon: With inflation cooling, we’re expecting the first rate cuts later this year. Keep an eye on those rates! 🏦🔻 Bond Market Stability: Steadier rates are good news for bonds. The bond market has nearly flattened out after early-year declines. 📉➡️📈 Cash Isn’t Always King: Many are holding cash due to market volatility, but be wary of inflation eroding purchasing power. Reinvest wisely! 💵💼 Election Year Insights: Politics can affect markets, but history shows they perform well regardless of who’s in office. Focus on long-term trends, not short-term noise. 🗳️📊 Remember, staying invested, diversified, and disciplined is key. Let's navigate the second half of 2024 together with a clear strategy and unwavering confidence. 💪📅 Need guidance? Let’s chat! 🤝 #cfp #sgwm #Investing #MarketUpdate #FinancialPlanning #LongTermGrowth #Diversification
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The stock market has recently experienced notable fluctuations, primarily driven by concerns over interest rates, inflation, and economic growth. Investors are closely monitoring comments from Federal Reserve officials, hoping to gain insights into future monetary policy decisions. This ongoing uncertainty has created a challenging environment for market participants. In the latest market performance, major stock […]
Stock Market Wobbles as Interest Rate Worries Grow | US Newsper
usnewsper.com
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U.S. stocks bounced back last week as investors anticipate the start of the Federal Reserve's easing cycle. Three main takeaways from the report include: 1. A rebound in AI optimism helped mega cap Tech drive broad U.S. stock indices higher last week, while continued lower real rates pushed gold to new highs. 2. Investors await the outcome of the highly anticipated Federal Reserve meeting this Wednesday. Debate over a 25-basis point (bp) or 50 bp cut is still palpable, but the forward-looking dot plot will be more important in regard to whether it confirms or alters current market expectations for the Fed Funds rate path. 3. International developed stocks relatively underperformed U.S. equities last week, as the U.S. Dollar has traded sideways the past few weeks, hampering further gains. For access to the full Macroeconomic and Financial Market Indicators report and other unique market insights, reach out to learn more.
Rockefeller Global Family Office - The Weekly Brief 9.16.2024
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U.S. stocks bounced back last week as investors anticipate the start of the Federal Reserve's easing cycle. Three main takeaways from the report include: 1. A rebound in AI optimism helped mega cap Tech drive broad U.S. stock indices higher last week, while continued lower real rates pushed gold to new highs. 2. Investors await the outcome of the highly anticipated Federal Reserve meeting this Wednesday. Debate over a 25-basis point (bp) or 50 bp cut is still palpable, but the forward-looking dot plot will be more important in regard to whether it confirms or alters current market expectations for the Fed Funds rate path. 3. International developed stocks relatively underperformed U.S. equities last week, as the U.S. Dollar has traded sideways the past few weeks, hampering further gains. For access to the full Macroeconomic and Financial Market Indicators report and other unique market insights, reach out to learn more.
Rockefeller Global Family Office - The Weekly Brief 9.16.2024
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Dahlander Wolf Wealth Partners - Rockefeller Global Family Office - Managing Director - Private Wealth Advisor
U.S. stocks bounced back last week as investors anticipate the start of the Federal Reserve's easing cycle. Three main takeaways from the report include: 1. A rebound in AI optimism helped mega cap Tech drive broad U.S. stock indices higher last week, while continued lower real rates pushed gold to new highs. 2. Investors await the outcome of the highly anticipated Federal Reserve meeting this Wednesday. Debate over a 25-basis point (bp) or 50 bp cut is still palpable, but the forward-looking dot plot will be more important in regard to whether it confirms or alters current market expectations for the Fed Funds rate path. 3. International developed stocks relatively underperformed U.S. equities last week, as the U.S. Dollar has traded sideways the past few weeks, hampering further gains. For access to the full Macroeconomic and Financial Market Indicators report and other unique market insights, reach out to learn more.
Rockefeller Global Family Office - The Weekly Brief 9.16.2024
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Private Wealth Advisor - Managing Director, Sports & Entertainment Director at Rockefeller Capital Management
U.S. stocks bounced back last week as investors anticipate the start of the Federal Reserve's easing cycle. Three main takeaways from the report include: 1. A rebound in AI optimism helped mega cap Tech drive broad U.S. stock indices higher last week, while continued lower real rates pushed gold to new highs. 2. Investors await the outcome of the highly anticipated Federal Reserve meeting this Wednesday. Debate over a 25-basis point (bp) or 50 bp cut is still palpable, but the forward-looking dot plot will be more important in regard to whether it confirms or alters current market expectations for the Fed Funds rate path. 3. International developed stocks relatively underperformed U.S. equities last week, as the U.S. Dollar has traded sideways the past few weeks, hampering further gains. For access to the full Macroeconomic and Financial Market Indicators report and other unique market insights, reach out to learn more.
Rockefeller Global Family Office - The Weekly Brief 9.16.2024
rcmbrand.rockco.com
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