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Weekly Market Perspectives
For the week ending August 2, 2024
U.S. equity markets fell for a third week in a row, with the S&P 500 falling 2.1%. Equity market volatility was more pronounced last week due to high expectations going into second quarter earnings for big tech-oriented stocks that ultimately underwhelmed, weaker-than-expected labor market data, and dovish sentiment regarding a possible rate cut from the Federal Reserve (Fed) in September.
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Market Pulse
Insights From The CIO Office
A one-page publication we publish shortly after the market closes when the S&P 500 Index closes up or down 2%. We review the catalyst moving markets as well as our investment strategy outlook.
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Managing Through the Ups and Downs
Insights From The CIO Office
This chart shows that despite a decline in stocks at some point each year, markets typically recover and returns for the full year are positive most of the time.
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The U.S. Elections Take Shape: Investment Implications
Sight|Lines
Recently, we reviewed the platform and policy implications of the 2024 U.S. elections, and last week we hosted a client webinar on the topic. Of course, policy changes resulting from a Trump or Harris victory will influence market behavior. We review the investment implications of the various outcomes for the U.S. elections.
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Will They or Won’t They?
July Federal Open Market Committee Statement Falls Short of Committing to September Rate Cut
Economic Insight
As expected, last week the Fed opted to keep rates unchanged — currently in a range of 5.25%-5.50% — for the eighth consecutive meeting. However, the Committee’s forward-looking guidance did fall shy of expectations; while policy makers kept the prospect of a September rate cut alive, they stopped short of committing to it. Reiterating a focus on the data, they were clear that further confidence is needed.
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Stifel Bits
A breezy, lighthearted approach to our insights
2,000+: The number of baguettes, croissants, pain au chocolat, and focaccia churned out daily by a boulangerie at the Olympic Village.
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