![](https://www.horizoninvestments.com/wp-content/uploads/2023/08/Weekly-Market-Recap-Image_Blog-Header-768x439.jpg)
Weekly Market Recap | 6/10/24
What happened last week AI Theme: NVIDIA (NVDA) rally to $3T in market capitalization vaults
Intuitive technology that supports your advisors
Goals-based strategies managed by Horizon Investments
Our latest thoughts, in and on the media
Our regular look at the market’s most revealing number
Our in-depth thinking on goals-based investing
What we do—and why we do it
What we do—and why we do it
Topics
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
With GDP and inflation slowing, keep in mind our strong starting place. Chief Investment Officer
What happened last week Semis: NVDA’s “beat and raise” earnings report reignited the AI trade
Where do you go from yesterday’s Fed-induced sell-off? CIO Scott Ladner joins CNBC Worldwide Exchange
Utilities are the top performing sector this quarter. Is this the next AI play? Chief
What happened last week Price action: China led on a green week for global stocks,
https://www.youtube.com/watch?v=K_2CoH-Ju1o&t=8234s%20 Chief Investment Officer Scott Ladner joins Bloomberg to discuss large vs small business confidence.
Is the Fed out of play as a market catalyst at this point? Chief Investment
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
Chief Investment Officer Scott Ladner joins Mornings With Maria on Fox Business to analyze this
Accelerating inflation and long-term growth have tilted the balance in favor of the hawks. Head
The market has done well in the face of repricing to half of their initial
Zach reviews the 4Q23 earnings season, what Horizon anticipates from the Fed and interest rates
Earnings momentum, disinflation, and a global easing cycle… is the US an attractive place to
The economy and inflation are lining up as investors hoped they would. All eyes were
Will December bring glad tidings to small-company stocks? Small-cap stocks have had quite the slog
Scott Ladner and Austin Fitch discuss the Fed announcement and the current market and what
U.S. stocks have clearly perked up so far this year. But now, two key market
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
Investors are shifting gears in the wake of good inflation news. Will it last? The
We all know that last week’s inflation report showed headline inflation continues to surge, with
CIO Scott Ladner joins CNBC to discuss Treasuries, the Fed’s next moves, and the impact
It’s a game of “catch me if you can” between investors and the Fed these
“The recent CPI report threw cold water on hopes that the Fed could ease up
All eyes were once again on interest rates last week, as the European Central Bank
Scott Ladner, CIO of Horizon Investments, joins Worldwide Exchange to discuss his views on inflation
Zach Hill, CFA and ERShares COO Eva Ados joined Yahoo Finance Live after the closing
Red-hot inflation, and the Fed’s now-aggressive efforts to fight it, are pushing up mortgage rates
CIO Scott Ladner joined Liz Claman to discuss this week’s market sell-off and share his
“…unless supply chains heal rapidly or workers flood back into the labor force, any equity
U.S. companies start to report the effect of decades-high inflation on their profit margins.
As Americans become more comfortable with Covid-19’s transition from pandemic to endemic, two of our
Now that the Federal Reserve Board has started raising rates, the upcoming first quarter earnings
Fed Finally Moves Against Inflation With Rate Hike.
Watch this short video as Scott Ladner discusses the current market environment, the Fed, interest
As expected, the Federal Reserve Board on Wednesday raised the target range of the federal
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have
On Wednesday, March 10, 2021, Scott Ladner, Horizon’s Chief Investment Officer, spoke with CNBC Pro’s
Categories
Topics
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
With GDP and inflation slowing, keep in mind our strong starting place. Chief Investment Officer Scott Ladner joins Fox Business Mornings With Maria to discuss
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:
Where do you go from yesterday’s Fed-induced sell-off? CIO Scott Ladner joins CNBC Worldwide Exchange to discuss how he would play the markets. Watch Video
Utilities are the top performing sector this quarter. Is this the next AI play? Chief Investment Officer Scott Ladner joins Fox Business The Claman countdown
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
https://www.youtube.com/watch?v=K_2CoH-Ju1o&t=8234s%20 Chief Investment Officer Scott Ladner joins Bloomberg to discuss large vs small business confidence. Watch Video
Is the Fed out of play as a market catalyst at this point? Chief Investment Officer Scott Ladner joins Yahoo! Finance on Market Domination to
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
Chief Investment Officer Scott Ladner joins Mornings With Maria on Fox Business to analyze this week’s earnings, recession probability, and Fed decision impacts on inflation.
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
The market has done well in the face of repricing to half of their initial projected Fed cuts this year. CIO Scott Ladner joins Fox
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
Earnings momentum, disinflation, and a global easing cycle… is the US an attractive place to invest? Chief Investment Officer
The economy and inflation are lining up as investors hoped they would. All eyes were on the Fed this week as it held its first
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
Scott Ladner and Austin Fitch discuss the Fed announcement and the current market and what they are watching.
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
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
Investors are shifting gears in the wake of good inflation news. Will it last? The tide is turning—maybe. Following last week’s news of lower-than-expected inflation,
We all know that last week’s inflation report showed headline inflation continues to surge, with the consumer price index (CPI) accelerating by 8.2% in September
CIO Scott Ladner joins CNBC to discuss Treasuries, the Fed’s next moves, and the impact of inflation on the markets.
It’s a game of “catch me if you can” between investors and the Fed these days. For the most part, the Fed’s recent series of
“The recent CPI report threw cold water on hopes that the Fed could ease up on policy tightening aimed at cooling inflation.” Zachary Hill, CFA.
All eyes were once again on interest rates last week, as the European Central Bank (ECB)—the eurozone’s equivalent of the Federal Reserve Board–raised interest rates
Scott Ladner, CIO of Horizon Investments, joins Worldwide Exchange to discuss his views on inflation and the Fed’s big decision this week.
Zach Hill, CFA and ERShares COO Eva Ados joined Yahoo Finance Live after the closing bell to examine the possibilities of a recession amid market
Red-hot inflation, and the Fed’s now-aggressive efforts to fight it, are pushing up mortgage rates at their fastest pace on record—and potentially putting the squeeze
CIO Scott Ladner joined Liz Claman to discuss this week’s market sell-off and share his thoughts on sectors, geopolitical risk, and the Fed.
“…unless supply chains heal rapidly or workers flood back into the labor force, any equity rallies are likely on borrowed time as Fed messaging becomes
U.S. companies start to report the effect of decades-high inflation on their profit margins.
As Americans become more comfortable with Covid-19’s transition from pandemic to endemic, two of our key expectations for this year are that consumer spending will
Now that the Federal Reserve Board has started raising rates, the upcoming first quarter earnings season could arguably be one of the most interesting and
Fed Finally Moves Against Inflation With Rate Hike.
Watch this short video as Scott Ladner discusses the current market environment, the Fed, interest rates and more on TD Ameritrade Network.
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
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have an annual inflation rate of at least 5% in October.
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have an annual inflation rate of at least 5% in October.
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have an annual inflation rate of at least 5% in October.
On Wednesday, March 10, 2021, Scott Ladner, Horizon’s Chief Investment Officer, spoke with CNBC Pro’s Yun Li around the S&P 500’s record close as Biden