Week 42 Talking Points

Technology weighed on the major indices this week with the Nasdaq falling more than 1% and the S&P 500 falling 0.5%. Small and mid-caps were able to remain positive into the close, with the mid-cap 400 up 0.9% and the small-cap 600 up 1.1%.   Yields were up this week with…

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Week 41 Talking Points

Investors appear to have brighter expectations going into the third quarter, with the S&P 500 having its best week in three months. The market rose four of the five days, and every sector in the S&P 500 ended the week in positive territory. The materials (+5.1%), energy (+5.0%), information technology (+4.6%),…

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Week 40 Talking Points

The Dow and S&P 500 snapped a four-week losing streak and along with the Nasdaq, each gained over 1.5%.  Small caps significantly outperformed with the S&P600 gaining 5%. Value beat growth by 80 bps this week but the delta between the two YTD is over 34%. COVID cases are on…

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