Lord Abbett: Key Themes For 2024
The Investment Conversation: Key Themes for 2024 In this article below (fellow podcast), Lord Abbett investment leaders discuss the economic and market outlook and provide insight on investment opportunities and risks across key asset classes as 2024 begins. JOE GRAHAM Hello and welcome to the Investment Conversation. I’m Joseph Graham, head of the investment […]
John Hancock: Weekly Market Recap Week Ended January 26
Upside GDP surprise The U.S. economy again exceeded most economists’ expectations in the fourth quarter as GDP expanded at a 3.3% annual rate. While that marked a slowdown from the third quarter’s 4.9% pace, it closed out a strong 2023 that saw GDP expand at a full-year figure of 3.1%, easing anxiety about prospects […]
LPL: Years When Stocks Tracked 2023 Best and What Came Next
The strong momentum that capped off 2023 slowed as the market entered the new year. Overbought equity market conditions receded, and the S&P 500 is now flirting with its 2022 record-high close of 4,796.56. As highlighted in our recent Record-High Watch for S&P 500 Remains in Effect blog, a breakout would be a bullish sign […]
Visual Capitalist: The Largest Stock Markets Over Time, by Country (1970-Today)
For decades, the U.S. has firmly remained the world’s financial power. But how long will this continue, and what factors could underscore a new shift? To look at the role of the U.S. in the broader financial system, this graphic shows 50 years of global stock markets, with data from Credit Suisse. Global […]
John Hancock: Weekly Market Recap Week Ended January 19
Consumer sentiment surge A survey of U.S. consumers recorded a strong rebound in sentiment for the second month in a row, resulting in the biggest two-month gain since 1991. The University of Michigan’s January sentiment reading rose to 78.8, up from 69.7 in December and 61.3 in November. Consumers reported greater optimism that inflation […]
Janus Henderson: Investors And The New Era For Geopolitics
Key takeaways: SOURCE: https://www.janushenderson.com/en-us/advisor/article/investors-and-the-new-era-for-geopolitics/
Visual Capitalist: The Best And Worst Performing Sectors In 2023
In 2023, the U.S. stock market saw surprisingly strong returns, even as interest rates climbed higher. The S&P 500 rose over 24% amid exuberance around AI stocks and big tech, lifting returns across the index. Traditionally defensive stocks, on the other hand, declined. Overall the stock market recovered losses from 2022’s plunge, and is […]
John Hancock: Weekly Market Recap Week Ended January 12
Yield pullback Mixed reports on inflation trends and shifting market views of the interest-rate outlook fueled a bumpy week in the bond market. After closing the previous week at 4.04%, the yield of the 10-year U.S. Treasury bond rose as high as 4.07% on Thursday before pulling back to 3.96% at Friday’s close. […]
Vanguard: Economic And Market Outlook For 2024
A return to sound money. It’s a theme we at Vanguard have been communicating for more than a year, and in 2024 we believe that the greater investing world will come around to its implications. Sound money is the result when interest rates are above the rate of inflation, a development we expect to […]
Visual Capitalist: How Major Currencies Did In 2023
The U.S. Dollar Index peaked in fall 2022, the highest it had been in nearly two decades, rising in response to aggressive interest rate hikes. The index measures the value of the U.S. dollar against a basket of major currencies from six countries. A gain indicates the dollar is appreciating against the basket and […]