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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Market Perspective Video | May 2023

Krilogy’s John McArthur (CIO) and Kent Skornia (CEO) look back on the markets in May and look forward to what June brings. Plenty of noise and headlines are currently present in the market to distract and influence investors in their decision making. We discuss the importance of discipline and process and why it’s important to be mindful of recency bias…

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