Weekly Market Recap - Friday, 1-October
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Description
US equity markets all notably lower this week. Talking points include the big backup in treasury yields, Washington's tricky path forward with respect to the debt ceiling crisis, the unexpected retirement of Fed officials Kaplan and Rosengren, positive COVID trends and the energy crunch.
Tickers mentioned: MRK, DLTR, ZM, FIVN, F, GM
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US equities ended higher Tuesday, near best levels. Momentum, growth, long duration, small-caps, and lower quality were the big factor beneficiaries. Bounce continued today with help from lower rates/weaker dollar in the wake of softer flash PMI data. Some better earnings takeaways, particularly...
Published 04/23/24
Published 04/23/24
US equities ended higher Monday, off best levels. Market bounce seems to be gaining traction amid talks that recent selloff is more technical than fundamental. While macro is quiet, micro has very busy with approximately 40% of the S&P 500 scheduled to report this week.
Published 04/22/24
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