Week 25 Talking Points

Good Life Advisors – Talking Points – Week 25        US equities were lower this week as the S&P 500 broke a five-week streak of weekly gains and Nasdaq an eight-week streak. Underperformers included energy, precious metals miners, semis, chemicals, banks, credit cards, fund managers, autos, apparel, and hotels…

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Week 24 Talking Points

Good Life Advisors – Talking Points – Week 24        The week’s big event was the June FOMC meeting, where the Fed decided to hold rates steady for the first time after a 10-meeting hiking campaign that brought 500bp of tightening. At the same time, the statement and…

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Week 23 Talking Points

Good Life Advisors – Talking Points – Week 23       It was an extremely quiet week, with the market’s attention pulled ahead to next week’s May CPI report (13-Jun) and the June FOMC meeting decision (14-Jun). Corporate news was very thin at the very tail end of the Q1…

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Week 22 Talking Points

Good Life Advisors – Talking Points – Week 22         Stocks were higher this week though the market was still dealing with a number of moving pieces. Upside was driven in part by a repricing around June Fed expectations, as markets cut the odds of a June rate…

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