Market Perspective Video | July 2022

Krilogy’s Kent Skornia (CEO) and John McArthur (CIO) assess the current investing environment. Earnings, inflation and a tightening monetary policy alongside an economic slowdown, point towards a potential Recession. They explore portfolio strategy and considerations beyond publicly traded stock and bonds. Important Disclosures

Weekly Market Recap | August 1, 2022

Week in Review Equity Markets: The market had a strong rally last week despite more weakening data, with the S&P ending the week up over 4%. Last week was a perfect example of better or worse – it was neither good nor bad, with respect to data. Earnings season has been less than stellar when looking at the past decade…

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Quarterly Insights | July 2022

High Inflation and Rising Interest Rates Result in the Worst S&P 500 Performance in Decades The S&P 500 continued to decline in the second quarter, hitting the lowest level since December 2020 as continued high inflation, sharp increases in interest rates, rising recession risks, and ongoing geopolitical unrest pressured stocks and other assets. After a rebound in March, the S&P…

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Weekly Market Recap | July 25, 2022

Week in Review Equity Markets: Despite the nearly 1% reversal by the S&P 500 on Friday, the index finished the week solidly in the green. The index was up 2.6% for the week. Growth stocks were favored this week as yields declined and the NASDAQ finished the week up by 3.3%. The NASDAQ still lags year-to-date, down nearly 25%. The…

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Weekly Market Recap | July 18, 2022

Week in Review Equity Markets: Despite a strong final trading day of the week, which saw the S&P rise nearly 2%, the index ended the week down 0.9%. The large move was in large part due to a surprise beat in June Retail Sales. Earnings season ramped up last week, with many of the major banks reporting. 7% of the…

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Weekly Market Recap | July 11, 2022

Week in Review Equity Markets: The S&P ended the week up 1.9% and is down ~19% from the early January market peak. So far, the markets appear to be taking softer economic numbers in stride, in hopes that it will ease the Fed’s hawkish policy stance. This sentiment likely led to growth stock outperformance last week. The NASDAQ ended the…

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Weekly Market Recap | July 5, 2022

Week in Review Equity Markets: The S&P ended the week down 2.2%. The markets did end on a positive note for the week, finishing the first day of the new quarter up ~1%. We are through the first half of 2022, and as widely expressed, we experienced the worst first half of the year for the stock market since 1970….

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Market Perspective Video | June 2022

The S&P officially entered a bear market in June. Krilogy President and CEO Kent Skornia and Chief Investment Officer John McArthur share their thoughts on the Fed and how they are working toward demand destruction, with all eyes on whether the Fed is slowing down inflation in this strong labor market. Kent and John also discuss how the market selling…

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Weekly Market Recap | June 27, 2022

Week in Review Equity Markets: After spending the past three weeks in the red, the S&P 500 rallied and ended the week up over 6%. The strong rally recovered the steep losses from the week prior. The S&P 500 is now down just under 19% from the high of 4,818 in early January. With only four trading days left in…

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Weekly Market Recap | June 21, 2022

Week in Review Equity Markets: The S&P officially entered bear market territory, down over 20% from the January 3rd intraday high. The swift move down came on the heels of a 75-basis point hike by the Fed. The markets appear to be signaling a “hard” landing by the Fed. Last week marked the 10th negative week out of the past…

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