Week 30 Talking Points

Good Life Advisors – Talking Points – Week 30    Soft Landing…Maybe This week’s data strongly supported the soft landing narrative: Consumer Confidence – better than expected (117 vs 110), GDP- better than expected (2.6% vs 2%), PCE, the Feds preferred inflation gauge – better than expected. The data coming…

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Week 29 Talking Points

Good Life Advisors – Talking Points – Week 29    US equities were mostly higher this week with the S&P 500 posting its fourth weekly gain in the past five weeks (and eighth in the past 10 weeks) and the Dow capping off a 10th straight gain on Friday, though Nasdaq Compositewas modestly lower…

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Week 27 Talking Points

Good Life Advisors – Talking Points – Week 27     US equities were lower this week, though the downside was fairly modest despite some cautious Fed expectations and a big backup in yields. There wasn’t much readthrough in sector performance. Outperformers included oilfield services, fertilizer, airlines, and banks. Most big…

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Week 26 Talking Points

Good Life Advisors – Talking Points – Week 26        US equities were stronger this week, returning to gains after major indices slipped in the prior week’s trading. Big tech was mostly, with other areas including airlines, energy, chemicals, media, machinery, and banks contributing to market leadership. Among the…

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