Weekly Market Recap | January 9, 2022

Week in Review Equity Markets: The markets started off the new year in the red. The S&P 500 was down 1.8% as we saw a strong rotation back into value and cyclical stocks. Mega cap growth and technology had another rough week. The Nasdaq was down ~4.5% for the week. A spike in interest rates was the major driver for…

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Quarterly Insights | January 2022

Earnings, Economic Growth and Vaccines Push Stocks to New Records in 2021 Stocks overcame numerous headwinds during the past three months, including a resurgence in COVID cases, the Federal Reserve moving aggressively to end the current QE program, and a lack of additional stimulus from Washington, to hit new all-time highs in the fourth quarter and produce very strong returns…

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Weekly Market Recap | January 2, 2022

Market in Review Equity Markets: Once again, Mega-Cap and Tech stocks lagged their counterparts. The NASDAQ was essentially flat, down 0.1%; while the S&P 500 was up 0.9% to close out the final trading week of the year. T. Rowe Price Traders noted trading volume was less than half of recent weeks. It appears many investors sat out the final…

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Weekly Market Recap | December 26, 2021

Market in Review Equity Markets: The S&P 500 ended the shortened trading week up 2.3%. The highlight of the week was the strength in the NASDAQ; which outperformed the other major indices. Investors rotated back into the growth stocks after weeks of lagging. Volatility is still heightened as the world watches the Omicron variant’s impact, if any, on the world…

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Weekly Market Recap | December 19, 2021

Market in Review Equity Markets: The week was choppy and saw growth stocks take a hard hit. The S&P 500 ended the week down 1.9%, while the NASDAQ was down 2.9%. Concern around inflation and related Fed policy led to the downside. Omicron is still being watched by the markets and on Friday, New York saw its highest single-day reporting…

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Weekly Market Recap | December 12, 2021

Market in Review Equity Markets: After two weeks of down markets, the S&P 500 pulled off a solid week, ending up just under 4%. While most indices reached new all-time highs, the VIX tumbled ~33%. The VIX is a daily gauge that measures investors’ expectations for market volatility. After the first week of data on Omicron, it is believed to…

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Weekly Market Recap | December 5, 2021

Market in Review Equity Markets: The theme for last week was uncertainty. Uncertainty led to a volatile week of trading for all markets that saw the S&P 500 trade 1% or more in both the green and red on multiple occasions. Uncertainty is the markets’ worst nightmare; this leads to the volatile whipsawing we saw last week. The Omicron variant…

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Krilogy Weekly Market Recap 112921

Weekly Market Recap | November 28, 2021

Market in Review Equity Markets: The holiday-shortened week did not lack volatility. On Friday, the story line focused on the new COVID-19 variant, now named Omicron. Early reports suggest this could be more contagious due to mutations. The market reacted quickly with the VIX (a common read on investors risk appetite) spiking over 50% on Friday and all major indices…

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Krilogy Financial

Investment Committee Report | October 2021

Strong Corporate Earnings and a Resilient Recovery Power Stocks to New Highs The S&P 500 hit new all-time highs again in the third quarter as investors looked past a resurgence of COVID-19 cases in the U.S. and instead focused on the positive combination of a resilient economic recovery, ongoing historic support from the Federal Reserve, and strong corporate earnings. Market…

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Krilogy Financial

Investment Committee Report | July 2021

Stocks Hit New Highs as the Pandemic Recedes Last quarter, we discussed the strong start to 2021 as the market experienced solid gains. The second quarter continued that trend, with the S&P 500 rising to another record high. Throughout the quarter, COVID-19 cases substantially declined in the U.S. This, combined with a near-total economic reopening across the country, led a…

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