10-15 Associates

2019 Monthly Market Commentaries

Notable Headlines

Another round of rate cuts, another set of new highs, and one more job report indicating the economy is weathering the storm of trade tensions and cooling global growth. Employers added 128,000 jobs for the month of October, while wage growth remained anemic, and the number one concern for most employers is finding and retaining talent. In addition to a better than expected number for October, August and September numbers were revised upward by 95,000.

From Housing to Stationary Bikes, the Markets Have a Lot to Tell Us.

September started with hurricane Dorian bringing devastation to the Bahamas and threatening a broad part of the East Coast. After nearly four days of hurricane force winds and torrential rain, Dorian moved on to the U.S. with much less power, causing minor damage compared to what most forecasters had originally predicted.

Will The Consumer Keep Spending?

There were two themes that dominated the markets for most of the month of August. The return of volatility would be one and the other would be falling interest rates. The question remains whether the volatility in the markets spooked investors into buying bonds, sending prices higher and yields lower, or if the precipitous drop in yields spooked stock investors who interpreted the drop in yields as a signal from the bond market of bad things to come.

Here We Go Again

In addition to the beginning of second quarter earnings, markets were tuned into the Fed for any hint of what it might do at the end of the month, economic data including second quarter GDP gave investors more information on the health of the economy, and the appointment of Boris Johnson to Prime Minister of the United Kingdom brought questions about the future of Brexit.

Time To Celebrate?

A quick look at the move in the markets for June would not be enough to reveal all of the headlines investors have had to digest.

How Low Will They Go?

There is an old saying on Wall Street: “sell in May and go away.” This would have been one of the years that such advice would have worked very well. All three major indices suffered losses for the month, and it didn’t help if you were diversified into international markets, as the vast majority of […]

How Much is it Worth?

What do the S&P 500, the Nasdaq, Russell Wilson (quarterback of the Seahawks), and Dabo Swinney (Clemson football coach) all have in common? If you guessed that they all set records during the month of April, you are correct. It took almost seven months for the S&P 500 and six months for the Nasdaq to […]

Where Do We Go From Here?

March Madness took on a whole new meaning in the world of Wall Street and for one lucky person in Wisconsin, the sole winner of the record setting $768 million Power Ball lottery. Many of us think of the month of March and automatically think of basketball. For corporate America it means billions of dollars […]

Three Thousand Six Hundred and Forty-Three

For those of you that like statistics, 3,643 is the number of days this current bull market has been alive. With the 10- year anniversary on March 9th this year, I thought now would be a good time to gain some perspective on recent months in the markets. The S&P 500 closed at 676 on […]

A New Chapter

All in one month we rang in the new year, lived through the longest government shutdown in history, got news that the Federal Reserve was ready to pause on raising rates, received fourth quarter earnings data, felt the wrath of mother nature with record setting low temperatures, and had the best start to the year […]

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