Good Life Advisors – Talking Points – Week 13 1st Quarter Ends In the Black We end the 1st quarter with both equity and fixed income markets up for the year. The S&P 500 gained over 7% in the first three months, while the US bond aggregate rose 3%. US equities were higher…
Good Life Advisors – Talking Points – Week 12 The 2nd quarter WAM rebalance is coming up Monday, April 3rd. The client-approved model updates and summary outlook will be out tomorrow 3/27. The larger quarterly commentary is coming soon. Equities ended the week modestly higher despite a very bumpy ride. Most…
Good Life Advisors – Talking Points – Week 10 Reasons for Negative Sentiment Just Keep Coming So obviously the big story that’ll be plastered in the headlines this week is the FDIC takeover of Silicon Valley Bank and the possible contagion that could follow. An hour into Sunday night futures…
Good Life Advisors – Talking Points – Week 9 US equities were higher this week, with the S&P rising after three weeks of declines and ending back above the 4000 mark. Treasuries were mostly weaker with the curve flattening. The 2Y yield moved as high as 4.97% on Thursday, and…
Good Life Advisors – Talking Points – Week 7 Inflation – Down, but not out. The S&P logged its second-straight weekly decline, though it finished the week not far below 4100 and remained in the same trading range it has occupied since late January. Much of the market conversation of…
Good Life Advisors – Talking Points – Week 6 Stocks give back some of the strong YTD gains amid big backup in yields with a number of moving pieces in play. The S&P and Nasdaq also both posted the worst weekly performances since mid-December. Value beat growth and large beat…
Good Life Advisors – Talking Points – Week 5 Fed Hikes 25 bp as Expected, but a Gangbuster Jobs Report Complicates the Feds Path Despite forecasts looking for a continued softening along the lines of recent months, the headline January nonfarm payrolls showed the Economy created 517k jobs in January (vs a…
Good Life Advisors – Talking Points – Week 4 The Economy is a Tough Read It was a broadly positive week for the market, with the path of least resistance remaining higher despite a relative lull on Tuesday/ WEdnesday. Depressed positioning and technicals were frequently cited this week as supportive,…
Good Life Advisors – Talking Points – Week 3 Debt Ceiling Battle Coming The US hit the debt ceiling on Thursday prompting the Treasury to take action. Secretary Yellen says the agency will implement extraordinary measures so we don’t default. She said those actions will prevent default until June….
Good Life Advisors – Talking Points – Week 2 Inflation Continues to Ease CPI came out Thursday and it showed that inflation continued to ease. Consumer prices fell a seasonally adjusted 0.1% from November to December. The report showed a sixth-straight monthly decline, while the annual increase of 6.5% was…
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