Weekly Market Recap | 12/02/2024
What Happened Last Week All-Time Highs: Both domestic large- and small-caps hit fresh all-time highs
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Topics
What Happened Last Week All-Time Highs: Both domestic large- and small-caps hit fresh all-time highs
What Happened Last Week Stocks Rose: S&P 500 closed within a hair of all-time highs
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What Happened Last Week Price Action: Headline equities sold off as investors digested marginally hawkish
What Happened Last Week Republican Election Sweep: Republicans granted a strong mandate to pursue an
Investors saw sharp market movement the day following the election Donald Trump and the Republicans
What Happened Last Week Yields Rose: Concerns over higher spending in the U.S. post-election caused
What Happened Last Week Yields Pushed Higher: Talk of fiscal worries added to the existing
What Happened Last Week New All-Time High: S&P 500 notches new all-time highs and posted
“We’re looking under the hood of the micro,” says Horizon Investments’ Zach Hill. He looks
What Happened Last Week Price Action: Fresh all-time highs in U.S. large caps on bank
Gain Strategies Despite returns of over 5% for both global stocks (MSCI All Country
What Happened Last Week Geopolitical Volatility: Oil soared over 9% as investors weighed Israeli retaliation
What Happened Last Week China: Property market support was announced over the weekend in major
What Happened Last Week Fed: Equities rallied as the Fed cut 50 bps to kick
https://www.youtube.com/watch?v=-f7S0cz_D-4&t=95s We remain bullish on equities, anticipating that continued support from the Fed will drive
What Happened? The Federal Reserve (Fed) started their much-awaited easing cycle on Wednesday after holding
What happened last week Stocks Rebound: U.S. large caps posted their best week of the
Election Season: A Time for Ballots, Not Drastic Portfolio Changes When major elections are near,
What happened last week Price Action: Poor September seasonality may be to blame for a
What happened last week NVDA: Nvidia’s (NVDA) beat and raise was not enough to impress
What happened last week Powell Pivot: Chair Powell validated the market’s view that a rate
Conventional economic thinking may not have a place in today’s market cycle. Head of Portfolio
What happened last week Market Recovery: S&P rallies to within 2% of its all-time high.
What happened last week Price Action: U.S. and global stocks ended the week practically unchanged
What happened last week Price action: Summer liquidity, poor economic data, a less dovish than
What happened last week Price Action: Small-caps continued to outperform year-to-date leaders, like the tech-heavy
Don’t read too much into harbingers of stock market doom and gloom Sometimes, it pays—literally—to
What happened last week Equity Market Reversion: Small-caps outperformed mega-cap technology by a little less
What happened last week Softening Economic Data: Cooler than expected inflation data weighed on interest
Gain Strategies Global stocks continued their upward march in the second quarter, powered higher
What happened last week Price Action: MAG-7 leads U.S. equity indices to fresh all-time highs
Will we see broader market growth beyond the tech giants? Head of Portfolio Management Zach
What happened last week Reversion Price Action: Year-to-date equity trends continued their reversal last week;
What happened last week AI vs. the Rest: Year-to-date equity trends reversed last week as
Head of Portfolio Management Zach Hill, CFA®, joins BNN Bloomberg to share our thoughts on
What happened last week All-Time Equity Highs: Another week of new highs for U.S. large-caps
Are we in for a slow summer with the Fed? Head of Portfolio Management Zach
Falling bond market volatility could support equity prices. Investors looking for signs of what stocks
What happened last week AI Theme: NVIDIA (NVDA) rally to $3T in market capitalization vaults
What happened last week Revenge of the Meme Traders: Small-caps outperformed large-caps on resurgent trading
What happened last week Semis: NVDA’s “beat and raise” earnings report reignited the AI trade
What happened last week Price action: China led on a green week for global stocks,
What happened last week Price action: The S&P 500 rose higher and through key technical
What happened last week Earnings: Strong earnings from AI-exposed mega-cap technology supported a modest rally
What happened last week Stocks rose for the first time in four weeks on the
What happened last week Equities fell for the third consecutive week as rates continued to
What happened last week Equities sank as the 10-year Treasury yield surged above 4.5%. Third
Gain Strategies Global stocks put in another strong quarter to start 2024 as continued
What happened last week The second quarter opened with a whimper as stocks declined and
What happened last week Holiday-shortened week ends 1Q 2024 – U.S. equities (S&P 500) rose
Accelerating inflation and long-term growth have tilted the balance in favor of the hawks. Head
What happened last week Dovish central bank policy meetings resulted in fresh S&P 500 all-time
What happened last week Last week’s price action was choppy and lacked a cogent narrative.
What happened last week Mega-cap tech underperformed the broad market and equal-weight indices as market
What happened last week Stocks rose as mega-cap tech and theAI theme continued to propel
What happened last week Nvidia, now a $2 trillion market-cap company, crushed lofty earnings expectations
What happened last week Hot inflation print pushed back the start of rate cuts; more
Is stocks’ extended winning streak “an offer you can’t refuse”? The S&P 500 has now
Zach reviews the 4Q23 earnings season, what Horizon anticipates from the Fed and interest rates
What happened last week A mega-cap-led rally lifted the S&P 500 above 5,000, a new
Robust consumer spending continues to support a strong economy. Last week’s impressive jobs data—employers added
What happened last week Economic growth remains hot with inflation cooling – the probability of
What happened last week Action-packed and holiday-shortened trading week underscored by new all-time highs across
What happened last week Magnificent-7 (“MAG-7”) mega-caps led the “broadening-out” trades’ outperformers (e.g. small caps).
Gain Strategies In a topsy-turvy year for investors and economists alike, 2023 ended on a
What happened last week The S&P 500 snaps its 9-week winning streak to end Friday
What happened last week 2023 set a high bar for 2024 market-wise, although new all-time
What happened last week Last week was a full macro week with a string of
What happened last week The S&P 500 has rallied for its sixth straight week, retracing
What happened last week A strong seasonal rally is in full swing as the S&P
Will December bring glad tidings to small-company stocks? Small-cap stocks have had quite the slog
What happened last week A short trading week saw the S&P 500 inch toward an
What happened last week Risk sentiment increased last week, lifting the S&P 500 through key
What happened last week Risk sentiment increased last week, lifting the S&P 500 through key
What happened last week Investors reduced market exposure due to geopolitical tensions weighing on equities
What happened last week Stocks and bonds sold off as geopolitical tensions outweighed strong economic
Gain Strategies After a surprising and surprisingly positive first half of the year for financial
What happened last week Stocks close the week higher despite mounting geopolitical concerns and rising
What happened last week Stronger economic data and domestic political turmoil contributed to a resumption
What happened last week Last week, the quarter ended with both stocks and bonds mainly
The greenback’s recent rally could have legs. The U.S. dollar is lighting up the charts,
What happened last week A more hawkish than expected Fed meeting saw higher interest rate
https://youtu.be/mWhUrUv0Ffo?feature=shared Hear Zach cover what Horizon is taking from recent economic data, our expectations for
What happened last week Treasury yields continued to move last week higher on strong economic
What happened last week Strong data drove Treasury yields higher and stocks lower in a
What happened last week It was a recovery week for equities as yield moves continued
What happened last week A choppy week in markets saw small recoveries for stocks and
There are few signs of the economic struggles predicted at Jackson Hole last year. Attention
What happened last week The push higher in Treasury yields drove the third consecutive week
Stock investors may want to brace for some bumps in the road. After months of
What happened last week Pressure building on the disinflation narrative as global bond yields surge
What happened last week Negative bond market developments likely drove the sell-off in equities Jobs
https://youtu.be/e26Kr8v2gvg Head of Portfolio Management Zach Hill, CFA® covered why the Fed matters less today,
What happened last week Stocks climbed as the Fed and European Central Bank (ECB) raised
Is the Fed’s battle to contain inflation finally done? The market seems to think so.
What happened last week Global stocks edge higher, led by the US, in a week
Gain Strategies After a furious and volatile start to the year for stock and bond
What happened last week Equities sold off in volatile trading to start the third quarter
What happened last week Strong end to a strong quarter with the S&P 500 closing
What happened last week Stocks sold off with small caps, value, and internationals leading losses
Zachary Hill, CFA, joins ‘Squawk Box’ to discuss the latest market trends, whether stocks are
What happened last week Increasingly positive investor sentiment boosted the S&P 500 closer to all-time
What happened last week It was a quiet week, with recent trends reversing in favor
What happened last week Friday’s strong labor market data defined the trading week. A bipartisan
Is the fast-moving market moving too fast? Technology stocks generally hate higher interest rates. Tech
What happened last week A debt ceiling agreement was reached, and will likely become law
What happened last week The market saw year-to-date highs in stocks despite a lack of
Apple is once again worth more than the entire Russell 2000 In Marvel movies, it’s
Hear Zach Hill, CFA®, cover earnings season, Fed policy, and what Horizon is watching in
Gain Strategies Investors shifted among dominant themes numerous times in what was a volatile but
Here’s something we have only seen once in 20 years In a true study of
“The U.S. economy looks pretty strong, and we think that will feed into corporate profits.”
U.S. stocks have clearly perked up so far this year. But now, two key market
https://www.horizoninvestments.com/wp-content/uploads/2023/02/Fast-Take-Final-Video.mp4 Hear Zach Hill, CFA®, Head of Portfolio Management, cover Horizon’s thoughts on the state
Expected interest rate volatility has fallen 28 points so far this year The financial markets
Gain Strategies The final quarter of what has been a difficult year for asset owners
Investors eye foreign markets and like what they see. For more than a decade, international
WATCH VIDEO
WATCH VIDEO
“For tech and communication services, there was this belief that those revenue streams were impervious
https://www.horizoninvestments.com/wp-content/uploads/2022/12/Zach-Hill-V5.mp4 Hear Zach Hill, CFA®, Head of Portfolio Management, cover Horizon’s thoughts on what’s ahead
This year we have seen a first for stocks and bonds. Welcome to uncharted territory.
Throughout 2022, investors have seen various positive economic developments as signs that the Federal Reserve
https://www.horizoninvestments.com/wp-content/uploads/2022/11/Zach-Hill-Fast-Take-FInal-Video.mp4 Hear Horizon’s thoughts on quarterly earnings, Fed policy, and market outlook. Disclosure: The commentary
https://www.horizoninvestments.com/wp-content/uploads/2022/09/Fast-Take-With-Zach-Hill.mp4 Hear Horizon’s view of the markets as we head into the fall, along with
Investors sure are a gloomy bunch these days. How downbeat are they? According to the
As expected, the Federal Reserve Board on Wednesday raised the target range of the federal
Categories
Topics
What Happened Last Week All-Time Highs: Both domestic large- and small-caps hit fresh all-time highs over the holiday-shortened trading week. Rates Lower: Treasury yields fell
What Happened Last Week Stocks Rose: S&P 500 closed within a hair of all-time highs on the back of easing growth concerns, Trump’s cabinet picks,
What Happened Last Week Price Action: Headline equities sold off as investors digested marginally hawkish Fed commentary and Trump’s cabinet picks. Controversial Cabinet Picks: RFK
What Happened Last Week Republican Election Sweep: Republicans granted a strong mandate to pursue an ambitious policy with Trump’s decisive victory, anticipated majorities in Congress,
Investors saw sharp market movement the day following the election Donald Trump and the Republicans outperformed expectations on Election Day, securing the White House and
What Happened Last Week Yields Rose: Concerns over higher spending in the U.S. post-election caused yields to spike, dampening equity sentiment. Mega-cap Earnings: The NASDAQ
What Happened Last Week Yields Pushed Higher: Talk of fiscal worries added to the existing upside momentum for U.S. yields. Stocks Sold Off: Global equities
What Happened Last Week New All-Time High: S&P 500 notches new all-time highs and posted gains for the sixth consecutive week. Price Action: Financials, value,
“We’re looking under the hood of the micro,” says Horizon Investments’ Zach Hill. He looks at how earnings season is proving to show continued resilience
What Happened Last Week Price Action: Fresh all-time highs in U.S. large caps on bank earnings and re-kindling of the AI narrative. Uncertainty: Market rallied
Gain Strategies Despite returns of over 5% for both global stocks (MSCI All Country World Index) and core bonds (Bloomberg US Aggregate Index), the
What Happened Last Week Geopolitical Volatility: Oil soared over 9% as investors weighed Israeli retaliation against Iran’s energy infrastructure. U.S. Jobs: A blow-out jobs figure
What Happened Last Week China: Property market support was announced over the weekend in major cities in addition to the raft of monetary and fiscal
What Happened Last Week Fed: Equities rallied as the Fed cut 50 bps to kick off its rate-cutting cycle, guiding for further rate decreases down
https://www.youtube.com/watch?v=-f7S0cz_D-4&t=95s We remain bullish on equities, anticipating that continued support from the Fed will drive markets higher as we close out the year. Head of
What Happened? The Federal Reserve (Fed) started their much-awaited easing cycle on Wednesday after holding their target rate in the 5.25-5.50% range since last July.
What happened last week Stocks Rebound: U.S. large caps posted their best week of the year, up about 4% and mostly reversing the worst week
Election Season: A Time for Ballots, Not Drastic Portfolio Changes When major elections are near, investors may be concerned about how their portfolios will be
What happened last week Price Action: Poor September seasonality may be to blame for a more than 4% decline in U.S. large caps. AI Woes:
What happened last week NVDA: Nvidia’s (NVDA) beat and raise was not enough to impress investors, resulting in a nearly double-digit sell-off. Strong Data: Second
What happened last week Powell Pivot: Chair Powell validated the market’s view that a rate cut is coming in September. Markets Rally: Investors took comfort
Conventional economic thinking may not have a place in today’s market cycle. Head of Portfolio Management Zach Hill, CFA®, joins Schwab Network to discuss the
What happened last week Market Recovery: S&P rallies to within 2% of its all-time high. Healthy Data: Strong retail sales, good guidance from Walmart, and
What happened last week Price Action: U.S. and global stocks ended the week practically unchanged despite Monday’s historic volatility. Carry & Dispersion Trades: Unwinds in
What happened last week Price action: Summer liquidity, poor economic data, a less dovish than desired Fed, and positioning all contributed to a broad-based decline
What happened last week Price Action: Small-caps continued to outperform year-to-date leaders, like the tech-heavy NASDAQ 100. U.S. Data: U.S. GDP came in stronger than
Don’t read too much into harbingers of stock market doom and gloom Sometimes, it pays—literally—to look beyond what’s “obvious” to everyone else. Case in point:
What happened last week Equity Market Reversion: Small-caps outperformed mega-cap technology by a little less than 6% as year-to-date laggards continued their string of outperformance.
What happened last week Softening Economic Data: Cooler than expected inflation data weighed on interest rates; September rate cut now the base case. Equity Markets
Gain Strategies Global stocks continued their upward march in the second quarter, powered higher by continued economic resilience and investor enthusiasm around the AI-theme.
What happened last week Price Action: MAG-7 leads U.S. equity indices to fresh all-time highs as small-caps and large-cap value decline. Softening Economic Data: Unemployment
Will we see broader market growth beyond the tech giants? Head of Portfolio Management Zach Hill, CFA®, provided insights on the S&P 500’s performance and the
What happened last week Reversion Price Action: Year-to-date equity trends continued their reversal last week; small caps and internationals led U.S. mega-cap technology. U.S. Debate:
What happened last week AI vs. the Rest: Year-to-date equity trends reversed last week as small-caps led mega-cap tech; quarter/month-end and specific product rebalancing flows
Head of Portfolio Management Zach Hill, CFA®, joins BNN Bloomberg to share our thoughts on the AI trade trajectory and why investors are underweight financials.
What happened last week All-Time Equity Highs: Another week of new highs for U.S. large-caps as Broadcom, Oracle, and Adobe earnings show AI-driven upside fundamental
Are we in for a slow summer with the Fed? Head of Portfolio Management Zach Hill, CFA®, joins Schwab Network to discuss what fewer Fed
Falling bond market volatility could support equity prices. Investors looking for signs of what stocks may do next often turn to the bond market for
What happened last week AI Theme: NVIDIA (NVDA) rally to $3T in market capitalization vaults U.S. large caps to fresh all-time highs. Strong Payrolls Data:
What happened last week Revenge of the Meme Traders: Small-caps outperformed large-caps on resurgent trading in “meme-stocks.” Slightly Softer U.S. Data: 1Q U.S. GDP was
What happened last week Semis: NVDA’s “beat and raise” earnings report reignited the AI trade and propelled mega-cap tech to fresh all-time highs. Hawkish Fedspeak:
What happened last week Price action: China led on a green week for global stocks, ratcheting higher as Chinese policy support continues to improve the
What happened last week Price action: The S&P 500 rose higher and through key technical levels, recovering the majority of April’s losses. Interest Rates: Ahead
What happened last week Earnings: Strong earnings from AI-exposed mega-cap technology supported a modest rally in US equities. Jobs report: The labor market remains strong
What happened last week Stocks rose for the first time in four weeks on the back of strong earnings. Economic data was weak, with GDP
What happened last week Equities fell for the third consecutive week as rates continued to climb higher. Strong retail sales print supported the trend of
What happened last week Equities sank as the 10-year Treasury yield surged above 4.5%. Third consecutive upside CPI surprise pushed rate cuts out of market
Gain Strategies Global stocks put in another strong quarter to start 2024 as continued economic upside surprises, especially in the U.S. and falling bond
What happened last week The second quarter opened with a whimper as stocks declined and the U.S. Treasury yield curve bear steepened. Strong economic data,
What happened last week Holiday-shortened week ends 1Q 2024 – U.S. equities (S&P 500) rose over 10%, a strong (85 percentile since 1993) historical quarterly
Accelerating inflation and long-term growth have tilted the balance in favor of the hawks. Head of Portfolio Management Zach Hill, CFA®, Joins Schwab Network to
What happened last week Dovish central bank policy meetings resulted in fresh S&P 500 all-time highs. Market leadership in the U.S.’s largecap growth extended last
What happened last week Last week’s price action was choppy and lacked a cogent narrative. 10-year U.S. Treasury yields rose by their most since last
What happened last week Mega-cap tech underperformed the broad market and equal-weight indices as market breadth improved. The underperformance of mega-cap tech is likely short-term
What happened last week Stocks rose as mega-cap tech and theAI theme continued to propel equitymarkets to new all-time highs. Retail speculation and flow into
What happened last week Nvidia, now a $2 trillion market-cap company, crushed lofty earnings expectations and sent equities to all-time highs. China’s equity performance picked
What happened last week Hot inflation print pushed back the start of rate cuts; more importantly, longer-term interest rate expectations drifted higher, weighing on equities.
Is stocks’ extended winning streak “an offer you can’t refuse”? The S&P 500 has now closed higher for 14 out of the last 15 weeks.
Zach reviews the 4Q23 earnings season, what Horizon anticipates from the Fed and interest rates this year, and how these top-of-mind components translate into portfolio
What happened last week A mega-cap-led rally lifted the S&P 500 above 5,000, a new all-time high. Interest rates continued to drift higher as the
Robust consumer spending continues to support a strong economy. Last week’s impressive jobs data—employers added 353,000 new jobs in January, nearly double the expected amount—had
What happened last week Economic growth remains hot with inflation cooling – the probability of a ‘soft landing’ or ‘no landing’ is increasing. The strong
What happened last week Action-packed and holiday-shortened trading week underscored by new all-time highs across major US equity indices. Economic data fueled the rally –
What happened last week Magnificent-7 (“MAG-7”) mega-caps led the “broadening-out” trades’ outperformers (e.g. small caps). Benign December CPI & PPI prints contributed to a dip
Gain Strategies In a topsy-turvy year for investors and economists alike, 2023 ended on a high note with strong rallies across equities and fixed income.
What happened last week The S&P 500 snaps its 9-week winning streak to end Friday less than 3% from all-time highs. Rates moved higher across
What happened last week 2023 set a high bar for 2024 market-wise, although new all-time highs are just a hair away from last week’s closing
What happened last week Last week was a full macro week with a string of positive surprises that drove a bid to risk assets. Consumer
What happened last week The S&P 500 has rallied for its sixth straight week, retracing back to 1Q ‘22 levels. Small-caps and other higher beta
What happened last week A strong seasonal rally is in full swing as the S&P 500 posted its best month since July 2022. The rally
Will December bring glad tidings to small-company stocks? Small-cap stocks have had quite the slog this year. Punished by rising interest rates and lingering fears
What happened last week A short trading week saw the S&P 500 inch toward an all-time high. Short covering starts to narrow the dispersion between
What happened last week Risk sentiment increased last week, lifting the S&P 500 through key technical levels as Treasury yields plummeted. Bullish price action was
What happened last week Risk sentiment increased last week, lifting the S&P 500 through key technical levels as Treasury yields plummeted. Bullish price action was
What happened last week Investors reduced market exposure due to geopolitical tensions weighing on equities for the second week in a row. The relative stability
What happened last week Stocks and bonds sold off as geopolitical tensions outweighed strong economic and fundamental data. Long-end Treasury yields surged, sending the S&P
Gain Strategies After a surprising and surprisingly positive first half of the year for financial markets, the recovery from the challenging market conditions of 2022
What happened last week Stocks close the week higher despite mounting geopolitical concerns and rising long-term interest rates. Bond market volatility driven by the Middle
What happened last week Stronger economic data and domestic political turmoil contributed to a resumption of the bond sell-off. Stocks reversed early weakness as a
What happened last week Last week, the quarter ended with both stocks and bonds mainly in the red. Long-end Treasury yields once again surged to
The greenback’s recent rally could have legs. The U.S. dollar is lighting up the charts, rallying for the past ten weeks (see the chart). That’s
What happened last week A more hawkish than expected Fed meeting saw higher interest rate projections in 2024 and beyond. The long end of the
https://youtu.be/mWhUrUv0Ffo?feature=shared Hear Zach cover what Horizon is taking from recent economic data, our expectations for Fed and monetary policy, and our positioning across equities and
What happened last week Treasury yields continued to move last week higher on strong economic data. U.S. inflation came in slightly hotter than expected, driven
What happened last week Strong data drove Treasury yields higher and stocks lower in a holiday-shortened trading week. As China signals iPhone bans, $200B of
What happened last week It was a recovery week for equities as yield moves continued to dictate price action. Labor market data was good news
What happened last week A choppy week in markets saw small recoveries for stocks and bonds. Fed Chair Jerome Powell endorsed a data-dependent message at
There are few signs of the economic struggles predicted at Jackson Hole last year. Attention will be focused on Wyoming this week, where the 46th
What happened last week The push higher in Treasury yields drove the third consecutive week of simultaneous losses in equities and core bonds. Retail sales
Stock investors may want to brace for some bumps in the road. After months of gains and low volatility from stocks, emerging signs show that
What happened last week Pressure building on the disinflation narrative as global bond yields surge and commodities continue their rally Domestic equities were also lower
What happened last week Negative bond market developments likely drove the sell-off in equities Jobs report pointed to easing wage growth, indicative of progress towards
https://youtu.be/e26Kr8v2gvg Head of Portfolio Management Zach Hill, CFA® covered why the Fed matters less today, takeaways from earnings season, and under-the-radar macro themes we are
What happened last week Stocks climbed as the Fed and European Central Bank (ECB) raised rates to 22-year highs Continued string of strong US data
Is the Fed’s battle to contain inflation finally done? The market seems to think so. Recent comments from multiple Wall Street firms and economists suggest
What happened last week Global stocks edge higher, led by the US, in a week characterized by slow and sluggish summer sessions Regional banks rallied,
Gain Strategies After a furious and volatile start to the year for stock and bond markets, the second quarter provided a welcome respite for investors
What happened last week Equities sold off in volatile trading to start the third quarter Continued economic resilience drove Treasury yields higher and weighed on
What happened last week Strong end to a strong quarter with the S&P 500 closing at its highest level since last April Global yields rose
What happened last week Stocks sold off with small caps, value, and internationals leading losses as narrow market leadership continued Monetary policy developments were negative
Zachary Hill, CFA, joins ‘Squawk Box’ to discuss the latest market trends, whether stocks are due for a correction, and more. Watch Now
What happened last week Increasingly positive investor sentiment boosted the S&P 500 closer to all-time high levels Fed delivers “hawkish pause,” signaling a hike in
What happened last week It was a quiet week, with recent trends reversing in favor of year-to-date underperformers like small-caps and Chinese equities. Technical factors
What happened last week Friday’s strong labor market data defined the trading week. A bipartisan debt ceiling bill averted the tail default scenario, suspending the
Is the fast-moving market moving too fast? Technology stocks generally hate higher interest rates. Tech companies often need ongoing access to lots of capital to
What happened last week A debt ceiling agreement was reached, and will likely become law this week. NVIDIA earnings were released and the results offer
What happened last week The market saw year-to-date highs in stocks despite a lack of progress on the debt ceiling negotiations in Washington. Hawkish Fed
Apple is once again worth more than the entire Russell 2000 In Marvel movies, it’s common for one superhero to be bigger than an entire
Hear Zach Hill, CFA®, cover earnings season, Fed policy, and what Horizon is watching in the markets. https://youtu.be/27YkbeBM_yc
Gain Strategies Investors shifted among dominant themes numerous times in what was a volatile but generally positive first quarter of the new year for equities
Here’s something we have only seen once in 20 years In a true study of contrasts, the tech-heavy Nasdaq 100 index has soared 6.3% during
“The U.S. economy looks pretty strong, and we think that will feed into corporate profits.” – Zach Hill, Head of Portfolio Management
U.S. stocks have clearly perked up so far this year. But now, two key market metrics show a heightened level of risk in domestic equities
https://www.horizoninvestments.com/wp-content/uploads/2023/02/Fast-Take-Final-Video.mp4 Hear Zach Hill, CFA®, Head of Portfolio Management, cover Horizon’s thoughts on the state of the economy, Fed policy, equities and fixed income.
Expected interest rate volatility has fallen 28 points so far this year The financial markets are predicting less volatility in interest rates during the coming
Gain Strategies The final quarter of what has been a difficult year for asset owners finished on a positive note as both global stocks (MSCI
Investors eye foreign markets and like what they see. For more than a decade, international stocks have lost performance race after performance race to the
WATCH VIDEO
WATCH VIDEO
“For tech and communication services, there was this belief that those revenue streams were impervious to the ups and downs of the economy” READ FULL
https://www.horizoninvestments.com/wp-content/uploads/2022/12/Zach-Hill-V5.mp4 Hear Zach Hill, CFA®, Head of Portfolio Management, cover Horizon’s thoughts on what’s ahead in 2023 for Fed policy, the run in value stocks
This year we have seen a first for stocks and bonds. Welcome to uncharted territory. As we head to the finish line, stocks are down
Throughout 2022, investors have seen various positive economic developments as signs that the Federal Reserve Board was ready to pivot and end—or considerably scale back—its
https://www.horizoninvestments.com/wp-content/uploads/2022/11/Zach-Hill-Fast-Take-FInal-Video.mp4 Hear Horizon’s thoughts on quarterly earnings, Fed policy, and market outlook. Disclosure: The commentary in this report is not a complete analysis of every
https://www.horizoninvestments.com/wp-content/uploads/2022/09/Fast-Take-With-Zach-Hill.mp4 Hear Horizon’s view of the markets as we head into the fall, along with our expectations around Fed policy, global economic conditions, and our
Investors sure are a gloomy bunch these days. How downbeat are they? According to the AAII Investor Sentiment Survey1 (a weekly poll measuring individual investors’
As expected, the Federal Reserve Board on Wednesday raised the target range of the federal funds rate—a key short-term interest rate—by 25 basis points from