/perspectives/weekly-viewpoint

Weekly Viewpoint

Our Weekly Viewpoint offers observations and insights into equity market performance, including key economic data scheduled for release in the upcoming week.


 


February 10, 2025

Tariff Uncertainty Keeps Investors Close to the Sidelines

The S&P 500 finished the week little changed as investors digested the threat of tariffs and mixed economic and earnings reports.


February 03, 2025

DeepSeek Crashes the AI Party While Fed Says It Is in No Hurry to Cut Rates

The S&P 500 finished modestly lower after a brutal start to the week, but gained 2.7 percent overall in January, the best start to a New Year since 2023.


January 27, 2025

As January Goes, So Goes the Year?

The S&P 500 Index finished the holiday week higher, reflecting a solid start to fourth quarter earnings season and an uptick in investor sentiment after President Trump talked up policies to boost the economy and lower taxes.


January 13, 2025

Stocks Fall as Rate Cut Probabilities Fade

The S&P 500 finished the week lower as upbeat data stoked inflation concerns and reinforced expectations that the Federal Reserve will be cautious in cutting interest rates this year.


January 06, 2025

Stocks Deliver Another Solid Year of Gains

The S&P 500 finished the holiday interrupted week lower as holiday thinned attendance and uncertainty heading into the new year kept many investors on the sidelines.


December 16, 2024

Fed Up

After three straight weekly gains, the S&P 500 finished the week lower reflecting caution ahead of this week’s Federal Open Market Committee (FOMC) meeting.


December 09, 2024

The S&P 500 Extends its Record Breaking Run

The S&P 500 finished higher for a third straight week and posted a fresh all-time closing high on Friday.


December 02, 2024

S&P 500 Posts Strongest Monthly Gain of the Year

The S&P 500 closed the week at a new all-time high and finished the month of November up 5.7% as investors embraced the election outcome and rotated into stocks that could benefit from a reaccelerating economy: Consumer Discretionary, Financials, and Industrials stocks led the charge during the month.


November 25, 2024

A Solid Week as Performance Broadens Out

The S&P 500 finished the week higher, buoyed by strong earnings reports from the retail sector showing resilient US consumer spending, a business activity report suggesting the US economy remains healthy, and growing confidence that president-elect Trump’s policies of lower taxes and lightened regulatory burdens will help boost earnings growth.


November 18, 2024

Investors Hit the Pause Button on the Post-Election Rally

The S&P 500 finished the week lower as the post-election rally stalled.

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