Monthly Market Wrap: April 2022

Welcome back to the Monthly Market Wrap from YCharts, where we review and break down the most important market trends for advisors and their clients every month. As always, feel free to download and share any visuals with clients and colleagues, or on social media. Want the Monthly Market Wrap sent straight to your inbox? … Continued

Your Complete Guide to Sector Rotation

As the economy expands and contracts, so do the financial performances of companies across the 11 stock sectors. When the outlook is positive, economically sensitive companies perform better and investors are prompted to buy their shares. If the outlook turns sour, investors may sell out of those companies and swap into investments that can better … Continued

Monthly Market Wrap-up: October 2020

YCharts welcomes you to our inaugural Monthly Market Wrap-up, where we’ll break down the most important market trends for advisors and their clients every month. To start receiving YCharts’ Monthly Market Wrap-up straight to your inbox, subscribe below: As October 2020 came to a close, investors were spooked by the election, virus uncertainty, and presumably … Continued

Economic Update — Reviewing Q2 2020

The first quarter of 2020 was one of the worst on record for the US stock market, but the second quarter proved to be one of the best. In Q2, the S&P 500 was up 20.5%, the Dow climbed 18.5%, and Nasdaq Composite gained a staggering 30.9% on a total return basis. After the market’s … Continued

S&P 500 Storylines with Lyn Alden

FEATURING: LYN ALDEN One thing I continue to monitor is the consolidation (and potential pivot point) for the ratio of the equal weight S&P 500 $RSP and the market weight version $SPY. Equal weight tends to outperform over the long run, but underperform at the 2nd half of a business cycle. pic.twitter.com/aEompytdMh — Lyn Alden … Continued