S&P Global’s Post

**The S&P 500 Index ($SPX) (SPY) Closes Up +0.89%** *Wednesday's Market Update* **Dow Jones Industrials Index ($DOWI) (DIA) Gains +1.03%** *Wednesday's Market Recap* **Nasdaq 100 Index ($IUXX) (QQQ) Surges +1.15%** *Wednesday's Tech Stocks Rally* --- Summary: The S&P 500 Index ($SPX) (SPY) closed up +0.89% on Wednesday, signaling a positive trend in the market. Despite early losses, stocks managed to rebound and post moderate gains throughout the day. The Dow Jones Industrials Index ($DOWI) (DIA) also performed well, closing up +1.03%. Similarly, the Nasdaq 100 Index ($IUXX) (QQQ) surged +1.15%, primarily driven by the rally in tech stocks. Investors have reasons to be optimistic as the market continues to demonstrate resilience amidst volatility. While uncertainties persist, opportunities for growth and potential returns are still abundant. It's essential for investors to stay informed and seize these opportunities for their investment portfolios. Don't let the Fear of Missing Out hinder your financial success. Take action today and explore the potential of your Health Savings Account (HSA) as an investment vehicle. By investing wisely, you can grow your HSA funds while securing your future in healthcare and wellness. #hsa #investing #healthcare #health #family #wellness 💼📈💰 Reach out to our team of experienced investment advisors and discover how to leverage your HSA to its full potential. Don't wait, start your journey towards financial freedom today!

The second quarter of 2024 showed mixed performance among the major US indexes: slight decline for the Dow, with gains for the S&P 500 and Nasdaq. Market concentration remains strong, with the largest market-cap stocks driving returns despite cautious market sentiment. Investors continue to question the timing of Fed Policy decisions as inflation and mixed economic data come in. The election also grows nearer which has historically led to increased volatility. It is paramount for investors to not let market noise govern their investment decisions, especially in today’s environment. We invite you to join our upcoming Quarterly Market Update Webinar on August 2nd to help filter out the distractions and keep a steady eye on the topics that matter. #investing #wealthmanagement #stockmarket #nasdaq #sp500 #dowjones #webinar #finance https://bit.ly/4d34Buf

Another record high for the Standard & Poor’s (S&P) 500 Index! Last week, the S&P 500 Index hit its 25th record high for 2024. Investor enthusiasm for artificial intelligence helped drive the index to a new high. About 30 percent of the Index is information technology stocks. Read more on this week's market commentary- https://lnkd.in/e_m6_Gpv

The Dow Jones Industrial Average and S&P 500 both closed at record highs on Monday. In this interview with Kiplinger, Ameriprise Chief Market Strategist Anthony Saglimbene shares his perspective on the recent market gains and inflation expectations.

The Dow Jones Industrial Average and S&P 500 both closed at record highs on Monday. In this interview with Kiplinger, Ameriprise Chief Market Strategist Anthony Saglimbene shares his perspective on the recent market gains and inflation expectations.

The Markets (as of market close June 21, 2024) Wall Street rode a rally in tech and AI stocks for most of last week. The end of the week saw a bit of a downturn, but not enough to keep the major stock benchmark indexes from closing the week higher. The large caps of the Dow led the indexes, followed by the Russell 2000, the Global Dow, and the S&P 500. The Nasdaq inched higher.

Just to add on to all the nice charts showing bad breadth in the US stock market (despite setting new ATHs last week) - below is last week's S&P500 sector performance relative to the index itself. Only 1 sector had a stronger performance than the index, with more sectors in the red than the green.

**Market Recap: S&P 500, Dow Jones, and Nasdaq Experience Significant Declines** 📉 **S&P 500 Index ($SPX) (SPY)** falls by -1.46% 📉 **Dow Jones Industrials Index ($DOWI) (DIA)** closes down -1.24% 📉 **Nasdaq 100 Index ($IUXX) (QQQ)** experiences -1.66% decline **Summary: A Hiccup in the Market's Rally** In Friday's trading session, major stock indexes experienced significant declines. The **S&P 500 Index** slipped by -1.46%, while the **Dow Jones Industrials Index** recorded a -1.24% decline. The **Nasdaq 100 Index** was hit the hardest, closing down -1.66%. This downturn has caused the S&P 500 to drop to a four-week low. With the recent volatility in the market, it's natural to feel hesitant or even concerned. However, as an experienced investment advisor, I encourage you to approach this situation with optimism and confidence. 🌟 Remember that market fluctuations are part of the investing journey. 🌟 Rather than allowing fear of missing out (FOMO) to dictate your actions, take this opportunity to evaluate your investment strategy and make informed decisions for your Health Savings Account (#hsa). Investing in healthcare-related stocks (#healthcare) offers long-term growth potential while promoting the well-being of your family (#family) and overall wellness (#wellness). In the face of market turbulence, take a deep breath and stay focused on your financial goals. 💪 Act today to secure your financial future, leveraging the power of your Health Savings Account for smart investing (#investing). #hsa #investing #healthcare #health #family #wellness 📈💰

As you can see from this chart (courtesy of YCharts), the correlation between the Standard & Poor’s 500 stock index and the Bloomberg US Aggregate 1-year total return is quite high. In other words, stocks and bonds are moving in the same direction. The traditional diversification benefit of these asset classes moving in opposite directions has been more limited in recent years. But there's more to diversification than just correlation. Remember, diversification is an approach to help manage, but not eliminate, investment risk. As markets shift, our diversification approaches must also evolve. Exploring asset class differentiation strategies alongside active management may be key. In today’s environment, looking beyond broad asset classes to differentiated segments might enhance diversification. The S&P 500 is an unmanaged index considered to represent the U.S. stock market. The Bloomberg US Aggregate 1-year total return is also an unmanaged index. Individuals cannot invest directly in an index.

📈 Are Analysts' Recommendations the Key to Higher Returns? 📉 Over the past 15 years, data shows that the highest-rated stocks on the S&P 500, as per Bloomberg consensus ratings, were among the worst performers (backtest with monthly rebalancing). Surprisingly, the least recommended stocks almost topped the performance charts. This pattern is echoed in indices like the Nikkei and FTSE 100, though Europe paints a different picture. However, the narrative changes dramatically post-COVID. Since March 2020, the highest-ranked stocks on the S&P 500 have consistently outperformed. This raises crucial questions about the reliability of long-term analyst recommendations and highlights an essential consideration in backtesting strategies: correlations and relationships can evolve over time. In an era dominated by big tech, often the top picks of analysts, it’s perhaps expected to see such shifts. Source: Bloomberg, Herculis Group #WealthManagement #InvestmentSolutions #Equity #SPX