Edward Jones- Financial Advisor: Kyle Green

02/27/2023

After a strong and steady rally to start 2023, markets have seen a return of volatility of late, including a decline last week spurred by renewed concerns over further interest rate hikes from the Fed. This is not a new issue, but it has prompted markets to reevaluate expectations for the economy ahead. No two cycles are exactly the same, but we do think there are noteworthy similarities between current conditions and those in the 2001 bear market.

In our latest Weekly Market Wrap, we discuss the parallels with the past and what they suggest about what might lay ahead for investors.

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

02/23/2023

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02/20/2023

Last week's jump in U.S. retail sales together with January's blowout jobs report paint the picture of an exceptionally strong economy. This backdrop is hardly what one would expect from an economy that is still navigating inflationary pressures and the most aggressive central bank tightening cycle in four decades. Which begs the question, does the Fed need to do more? The bond market appears to think so, but equities remain unfazed.

Given what we learned last week, we share our thoughts on how the market narrative might evolve and how some of the existing market tensions might be resolved.

02/13/2023

• The market rally this year has been impressive. Most asset classes have participated, and the laggards of last year have particularly outperformed. These outperformers include technology, small-cap stocks, international equities, and even more speculative parts of the market.
• However, last week some uncertainty and volatility returned to markets. The S&P 500 was down over 1.0% on the week, its worst week of the year thus far. Treasury bond yields also moved higher, while oil prices climbed as well. Markets may be now approaching more of a fork in the road – does the rally continue or does it fade from here?

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

02/06/2023

After a year in which nothing seemed to go investors' way, 2023 has, so far, been the polar opposite. Stocks are up handsomely while interest rates are down markedly. Last week brought a heavy dose of fresh information on each of the three central drivers for the market this year: the Fed, the jobs market and corporate profits. The outcome was another up week for the market, and while this recent rally is both welcome and reasonable, we don't think it should be viewed as confirmation that the coast is clear. In our latest Weekly Market Wrap, we share our thoughts on several popular market takes and what last week tells us about the path ahead.

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

01/30/2023

Markets are off to a good start in 2023, but this comes on the heels of an extremely challenging 2022, in which both stocks and bonds logged declines for the year, something that hasn't occurred since 1994. There's good news for investors, however, as history shows down years for the stock market have typically been followed by healthy gains. While the clouds have not completely cleared, we think there are reasons to be optimistic. In our latest Weekly Market Wrap, we examine what often happens after down years for the market and what it could mean for the year ahead.

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

01/23/2023

After a positive start to the year in markets – in part driven by a better inflation narrative in the U.S. and globally – this past week investor sentiment seemed to turn somewhat lower. Equity markets turned negative mid-week after economic data pointed to a weaker U.S. consumer and manufacturing sector. Take a closer look at the rest of our key takeaways.

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

01/19/2023

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01/15/2023

The U.S. headline CPI eased further, with December marking the smallest annual increase since October 2021. Paired with the November and October data, core inflation has now slowed for three consecutive months, suggesting that a pattern of disinflation is emerging. Price pressures remain too high for the Fed's comfort, but the gradual cooling likely sets the stage for the Fed to downshift further in the pace of rate hikes. Read our latest weekly market update for thoughts on what the recent data could mean for the markets and investment strategy.

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

01/09/2023

While inflation, rate hikes and geopolitical uncertainties have posed challenges for the market, the labor market has remained a bright spot. This was highlighted by the most recent payroll figures which showed that employment conditions remain quite resilient. Markets, however, took the news on the chin under the assumption that ongoing strength in the employment picture could threaten the downward path for inflation. In our latest Weekly Market Wrap, we note three key takeaways from the latest jobs report and what this may mean for the financial markets in 2023.

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

01/02/2023

Take a look at our weekly market update.

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

12/26/2022

2022 was a challenging year for investors as multiple headwinds hit the economy and markets. As we look ahead, we think that inflation and central bank actions will remain in the driver's seat in 2023, but conditions could start to slowly shift in a more favorable way for the markets. With investors ready to turn the page on the calendar, we review some of the milestones that defined the markets over the past 12 months and offer some perspective on how these factors could evolve in the future.

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