Weekly Market Recap | August 7, 2023

Week in Review Equity Markets: The markets sold off this week as the U.S. debt downgrade frightened the markets. The S&P 500 ended down 2.3% despite large earnings beats by some of the index’s largest members. Large Cap Growth continues its dominance for the year, up 29.4%. Large-Cap Value lags by a large margin year-to-date, up by 6.8%1. 84% of…

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Weekly Market Recap | July 31, 2023

Week in Review Equity Markets: Choppiness returned to the markets amidst a busy week of earnings data, economic reports, and the important Federal Open Market Committee (FOMC) policy decision. Despite the mid-week volatility, markets finished higher. The S&P 500 finished the week up 1% bringing its year-to-date return to 20.5%. Last week saw the DJIA snap its multiple-week winning streak….

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Weekly Market Recap | July 24, 2023

Week in Review Equity Markets: The S&P 500 finished the week up 0.7%, behind the DJIA rally of 2.1%. The NASDAQ fell 0.6% as investors pulled away from growth stocks in favor of their value counterparts1. Earnings season picked up last week. So far, 89 S&P 500 companies have reported. 73% have beaten earnings estimates, slightly higher than the long-term…

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Weekly Market Recap | July 17, 2023

Week in Review Equity Markets: The markets reversed the trend from the prior week and had a strong rally, heavily fueled by the better-than-expected inflation reports. The NASDAQ finished the week up 3.3%, extending its YTD gain to 35.5%. The S&P 500 finished the week positive by 2.4% and is up 18.4% YTD. The style trend for the year continues…

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Market Perspective Video | June/July 2023

Krilogy’s newest Market Perspective video his here: Kent Skornia and John McArthur give their perspectives. With markets having bounced meaningfully in the first half of the year amidst a pessimistic backdrop at the end of 2022, the current environment becomes a little trickier for investors, as they discuss current market conditions and explore what may lie ahead. Important Disclosures

Weekly Market Recap | July 10, 2023

Week in Review Equity Markets: The major market indices slipped last week. The NASDAQ outperformed, ending the week down 0.9% while the S&P saw a 1.2% decline. Concerns around a continued tightening in monetary policy contributed to the decline. The drawdown was broad, with 10 of 11 S&P 500 sectors in the red. The lone gainer for the week was…

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Quarterly Market Newsletter | July 2023

Q2 2023 Review The first half of the year is in the books and the markets have seen a strong move off the lows in October of 2022. The S&P 500 is up 16.9%, but only to be outshined by the NASDAQ which is up 32.3% year to date. There has been a significant concentration in outperformers, however. The Technology…

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Weekly Market Recap | June 20, 2023

Week in Review Equity Markets: The S&P 500 stretched its weekly winning streak to five despite the small pullback on Friday. The index now sits 8.5% below the all-time high of 4,818 from January of 2022 following the 26% run from the lows from last October. Market breadth has improved over the recent weeks but the leadership remains concentrated year-to-date….

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Weekly Market Recap | June 12, 2023

Week in Review Equity Markets: The S&P 500 notched its fourth winning week in a row, finishing the week up 0.4%. Year-to-date the S&P is up 12%, being outpaced by the NASDAQ which is up 26.7%. A style shift occurred last week with small caps outperforming their larger counterparts. The Russell 2000 finished up 1.92%. Volatility has hit a multi-year…

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Weekly Market Recap | June 6, 2023

Week in Review Equity Markets: With the passage of the debt ceiling increase and the optimistic view of the labor market reports last week, the markets saw broad participation. The S&P 500 ended the week up 1.88% and the NASDAQ finished up 2%. A welcomed rotation to value and small caps also occurred last week. The Dow finished the week…

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