Edward Jones - Financial Advisor: Julia San Roman

Edward Jones - Financial Advisor: Julia San Roman /*********/
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With the first half of 2024 now in the books, our latest Weekly Market Wrap takes a look at a few notable winners and lo...
07/01/2024

With the first half of 2024 now in the books, our latest Weekly Market Wrap takes a look at a few notable winners and losers in the markets. Check out our views on what that performance means for the remainder of the year.

A summary of last week's market highlights and economic news.

In our latest Weekly Market Wrap, we explore the current state of the consumer, the outlook for spending and the implica...
06/24/2024

In our latest Weekly Market Wrap, we explore the current state of the consumer, the outlook for spending and the implications for both the economy and the markets.

A summary of last week's market highlights and economic news.

The June FOMC meeting and U.S. inflation data were front and center last week, with both offering some positive news for...
06/17/2024

The June FOMC meeting and U.S. inflation data were front and center last week, with both offering some positive news for the bulls. Our Weekly Market Wrap highlights potential market opportunities ahead.

A summary of last week's market highlights and economic news.

The onset of summer coincided with signs of a cooling economy and mixed signals on the labor market, best described as a...
06/10/2024

The onset of summer coincided with signs of a cooling economy and mixed signals on the labor market, best described as a gradual normalization rather than a sudden shift.

We highlight four trends to watch in our latest Weekly Market Wrap.

A summary of last week's market highlights and economic news.

This year's intense focus on the timing of a potential Fed rate cut, as well as the mania around AI, have been well docu...
06/03/2024

This year's intense focus on the timing of a potential Fed rate cut, as well as the mania around AI, have been well documented. But there's more to this market than meets the eye.

We share three things that might come as a surprise in our latest Weekly Market Wrap.

A summary of last week's market highlights and economic news.

05/30/2024

With summer only one short month away, it's the perfect chance to sign up for Online Access and download our mobile app to easily stay connected, even on the go.

After 4 weeks of rallying, markets took a breather last week, despite stellar earnings from the artificial intelligence ...
05/28/2024

After 4 weeks of rallying, markets took a breather last week, despite stellar earnings from the artificial intelligence (AI) darling Nvidia. While returns were narrow and concentrated in the technology space early on, diversification will likely be a key theme as the bull market continues and matures.

Find out more in our latest Weekly Market Wrap.

A summary of last week's market highlights and economic news.

With inflation's peak in the rear view, and the stock market climbing to a new summit in recent days, last week highligh...
05/20/2024

With inflation's peak in the rear view, and the stock market climbing to a new summit in recent days, last week highlighted the role the descent in inflation is having on the ascent in equities. We think these conjoining trends can persist, though likely with a few more hiccups along the way.

Check out our peak perspectives in our latest Weekly Market Wrap.

A summary of last week's market highlights and economic news.

As the first quarter earnings season wraps up, we offer our take on the state of corporate America, which provides a val...
05/13/2024

As the first quarter earnings season wraps up, we offer our take on the state of corporate America, which provides a valuable compass for evaluating the overall trajectory of stocks.

A summary of last week's market highlights and economic news.

After five months of sharp and steady gains beginning last November, the mood in the financial markets has shifted in re...
05/06/2024

After five months of sharp and steady gains beginning last November, the mood in the financial markets has shifted in recent weeks. The catalysts for the swing – Fed policy, the jobs market, corporate earnings – were all in the spotlight last week.

We offer our take in our latest Weekly Market Wrap.

A summary of last week's market highlights and economic news.

Between a barrage of corporate earnings, the first quarter GDP report, and the release of the Fed's preferred measure of...
04/29/2024

Between a barrage of corporate earnings, the first quarter GDP report, and the release of the Fed's preferred measure of inflation, investors had plenty to digest as markets continue navigate a bumpy start to the second quarter.

While new data flooded in, the narrative stayed largely unchanged in our view, and stocks recovered some of the April losses on the back of strength from tech.

We offer our take on last week's developments along with portfolio implications.

A summary of last week's market highlights and economic news.

After a 25% run higher in the S&P 500 over the past six months, the tone in the markets in recent weeks seems to have sh...
04/22/2024

After a 25% run higher in the S&P 500 over the past six months, the tone in the markets in recent weeks seems to have shifted. In our view, volatility has been sparked by a trifecta of recent data and news flow.

We share our take on three drivers of the recent market pullback in our latest Weekly Market Wrap.

A summary of last week's market highlights and economic news.

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