Remove 2024 Remove Economics Remove Valuation
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1st Quarter 2024 Economic And Market Outlook: Potential Increased Volatility, Threats To Economic Growth, And Equity Markets

Nerd's Eye View

Yet, by taking a measured look at factors driving economic activity and influencing behavior, advisors can help clients face risks they can't control and (hopefully) position themselves to take advantage of opportunities as they develop. Meanwhile, a smorgasbord of potential risks threatens economic growth's "soft landing" narrative.

Economics 244
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4th Quarter 2023 Economic And Market Outlook: Labor Market, Inflation, And Geopolitics

Nerd's Eye View

The sentiment is especially poignant when it comes to economic forecasting, as it's nearly impossible to get an accurate picture of the current state of the economy at any given moment. Moreover, historically extreme valuations in a small handful of mega-cap stocks that account for about 30% of the market weight in the S&P 500 (i.e.,

Economics 246
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Bull Market Signposts: What Happens Before S&P 500 Peaks?

The Big Picture

She observes it is less about the things investors tend to focus on — “technical analysis, geopolitics, behavioral finance and even skirt hemline trends” — and more about specific measures she tracks in sentiment, valuation, macro-economic areas. The table above shows the major market peaks going back to 1990.

Marketing 195
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Weekly Market Insights – February 26, 2024

Cornerstone Financial Advisory

Stocks Rally To Record Highs Stocks traded in a fairly tight range for the first half of the short week, yawning at the lack of economic data while awaiting earnings results from one key company that creates chips that power the artificial intelligence operations of many firms. Source: YCharts.com, February 24, 2024. A), eBay Inc.

Marketing 105
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Weekly Market Insights – January 15, 2024

Cornerstone Financial Advisory

1,2,3,4,5 Source: YCharts.com, January 13, 2024. A Tale Of Two Inflation Reports The biggest economic news last week was fresh inflation data. 6,7,8 This Week: Key Economic Data Tuesday: Empire State Manufacturing Index. CNBC.com, January 8, 2024. CNBC.com, January 9, 2024. CNBC.com, January 10, 2024.

Marketing 111
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Weekly Market Insights – February 19, 2024

Cornerstone Financial Advisory

Weekly Market Insights: Market Retreats On Inflation, Economic Reports Presented by Cornerstone Financial Advisory, LLC Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates. 3 Source: YCharts.com, February 17, 2024. CNBC, February 16, 2024.

Marketing 105
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Weekly Market Insights – January 29, 2024

Cornerstone Financial Advisory

​ Weekly Market Insights: Excitement Around Big Tech Continues Presented by Cornerstone Financial Advisory, LLC Stocks continued their upward climb last week as excitement around big tech continued; positive economic reports stoked investors’ belief that the Federal Reserve has pulled off a soft landing. Core inflation was 3.2%

Marketing 105