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Category Archives: Market Commentary

Archives of Insight Wealth Group’s weekly Market Review.

Weekly Market Review – 7/22/2019

Second quarter earnings announcements, Middle East tension, and Fed policy speculation left equity markets, rates, and commodities lower for the week.  Despite some stronger economic reports last week, several FOMC members made clear they intend on delivering what the markets (and POTUS) want, a rate cut at the end of July.   Market Anecdotes So…
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Weekly Market Review – 7/15/2019

With a very light economic calendar ahead of the last week before 2Q earnings reports, markets had little beyond Fed indications (speaking engagements and minutes) to digest last week but that more than did the trick. Equity markets marked new highs with the DJIA and S&P 500 both breaking fresh psychological barriers of 27,000 and…
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Weekly Market Review – 7/1/2019

Friday put a wrap on the week, the month, and the second quarter.  Equity markets were mixed while treasury yields continued their descent.  Markets were looking to the coming weekend’s highly anticipated G20 meetings for indication of how U.S.-Sino trade conflicts may proceed.  Additionally, there was a fairly robust economic calendar and escalating U.S. Iranian…
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Weekly Market Review – 6/24/2019

The bull market was officially extended last week with the S&P 500 topping April’s prior record high.  Equities, credit, and commodities all rallied on the premise that Fed rate cuts are on the way and a Trump-Xi meeting will take place next weekend.  Energy (Iranian tensions) and software/services (strong Oracle earnings report) led the way…
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Weekly Market Review – 6/17/2019

Equity markets moved marginally higher last week on relatively light volume while interest rates were flat.  We’d categorize last week as a breather after the sharp bounce higher off the June 3rd lows. Investors are looking anxiously at the forward calendar with the upcoming G20 summit (trade) and FOMC meeting (rates).  Market oriented headlines last…
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Weekly Market Review – 6/10/2019

Equity markets rallied, bond yields fell, and the curve became a bit more inverted last week on hopes the Fed may respond to a cooling of global economic growth and risks of rising trade tensions with rate cuts.  Declines in the short end of the curve and the USD are reflecting that higher likelihood of…
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Weekly Market Review – 6/3/2019

It was a flight to quality holiday shortened week driven primarily by the uncertainty surrounding U.S. trade ‘negotiations’ with global counterparties.  Risk markets are coming to terms with the notion that long-established stability and incremental negotiations in international trade policy are no more. Bond yields, U.S. treasury rates, and oil all fell sharply while select…
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Weekly Market Review – 5/28/2019

Tariffs, trade rhetoric, and the suggestion of more Huawei type sanctions drove equity markets (DJIA) to a fifth consecutive weekly loss for the first time since 2011.  Growth stocks have borne the brunt of the selling, but market breadth has remained respectable. Oil posted its worst week of the year due to global growth concerns…
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Weekly Market Review – 5/20/2019

Politics rippled through market psyche last week with tariff wars and possible preparation for conflict with Iran rippling through the headlines.  Markets seemed more willing to absorb the stress after Monday’s 2%+ decline. Large cap U.S. markets finished -0.70% while small caps couldn’t recoup as much, finishing -2.37%.  Interest rates fell across the curve leaving…
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Weekly Market Review – 5/13/2019

POTUS tweets on Sunday declaring new tariffs by week’s end put a charge of volatility into equity markets.  It was the biggest weekly drop this year which would otherwise would have been pretty quiet with a light economic calendar and wind down of Q1 earnings.  The trade war headline (an increase from 10% to 25%…
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