Market Commentaries

Yearly Momentum

Yearly Momentum

OVERVIEW   The three major U.S. stock indices ended the week on a positive note, with both the Nasdaq and S&P 500 achieving their highest weekly close since August 2022. The Dow experienced a modest increase of 0.38%, while the S&P 500 saw a rise of 1.65%...

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Stumbling Block

Stumbling Block

OVERVIEW   The U.S. stock market had another mixed week. While the tech-heavy Nasdaq rose 0.4%, the S&P 500 dropped 0.29% and the Dow fell 1.11%. Among different stock categories, small-cap stocks had the poorest performance, dropping approximately 1.7% for...

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Concentration Risk

Concentration Risk

OVERVIEW   U.S. stocks had mixed results for the week. The Nasdaq increased slightly by 0.07%, while the S&P 500 and the Dow both decreased by 0.8% and 1.24%, respectively. In terms of stock types, growth stocks experienced a slight increase of around 0.12%,...

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Falling Correlations and Downbeat Managers

Falling Correlations and Downbeat Managers

OVERVIEW   The U.S. stock market ended the week on a positive note with all three major indices turning green for the week. The S&P 500 climbed 0.87%, the Dow rose 0.86%, and the Nasdaq gained 1.28%. Growth and large-cap stocks led the way, gaining 0.99% and...

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Too Short to Ride?

Too Short to Ride?

OVERVIEW   Last week was a “go nowhere” kind of week for the U.S. stock market. The S&P 500 showed a slight dip of 0.1%, while the Dow declined by 0.23%, and the Nasdaq dropped approximately 0.42%. Upon closer examination, growth stocks remained stagnant,...

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Bullish Potential

Bullish Potential

OVERVIEW   Last week, the major U.S. stock indices saw positive gains as volatility decreased on Wall Street. The VIX Index, which measures implied stock market volatility, reached its lowest close since January 2022 at 17.8. The S&P 500 rose by 0.79%, the...

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A Peek Under the Hood

A Peek Under the Hood

OVERVIEW   Financial markets saw mostly mixed performances during the shortened holiday week last week. The S&P 500 fell 0.1%, and the Nasdaq dropped 1.1%, whereas the Dow gained 0.63%. The rally was led by large-cap stocks, which rose by approximately 0.41%....

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Low Neutral

Low Neutral

OVERVIEW   The U.S. stock market rallied last week, with the S&P 500 gaining 3.48%, the Dow increasing 3.22%, and the Nasdaq rising 3.37%. Value stocks outperformed, surging 4.06%, versus the 3.34% gain for growth stocks. Small-cap stocks rose about 3.67%. As...

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Down but Not Out

Down but Not Out

OVERVIEW   The U.S. stock market closed higher after a roller coaster type of week. The S&P 500 gained 1.39%, the Dow increased 1.18%, and the Nasdaq popped 1.66%. Growth stocks—up 1.59%—outpaced value stocks, which rose about 1%. Small caps lagged the...

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The Two I’s Turn Positive

The Two I’s Turn Positive

OVERVIEW   The major U.S. stock indices ended the week on a mixed note last week. While the S&P 500 gained 1.43% and the Nasdaq surged 4.41%, the Dow lost about 0.15%. Growth stocks led the way, gaining about 3.8% versus a 1.77% decline for value stocks. And...

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