Author Archives: LSAConnect

Economic Update 9-23-2024 U.S. stock market response to the Fed’s rate cut was mixed on Wed., although Thurs. featured a good deal more positivity, with gains of nearly 2%. By sector, energy, financials, and communications saw the biggest gains, close … Continue reading →

Economic Update 9-16-2024 U.S. stocks saw gains last week, to reverse the negativity of the prior week. They also shook off mixed results mid-week that included the relief of decelerating CPI but perhaps not enough to fully satisfy the Fed, … Continue reading →

Economic Update 9-09-2024 U.S. stocks suffered the worst weekly declines in over a year and a half, but representing the third meaningful drawdown this year. By sector, only consumer staples saw a small gain, while all others ended in the … Continue reading →

Economic Update 9-03-2024 U.S. stocks were mixed on the lower volume last week of summer, with ‘value’ seeing gains of over a percent, while ‘growth’ fell back. Sector results reflected this, with financials gaining 3% on the week, followed by … Continue reading →

Economic Update 8-26-2024 U.S. stocks ended positively for the week, despite low summer trading volumes, with decent economic results and the dovish tone of the FOMC July minutes. Gains culminated on Fri. by the further dovish tone of Fed Chair … Continue reading →

Economic Update 8-19-2024 U.S. stocks reversed course from the prior week’s volatility, earning the best weekly returns in a year. By sector, growth leadership resumed with technology gaining nearly 8% (led by a 20% rise in NVIDIA), followed by consumer … Continue reading →

Economic Update 8-12-2024 U.S. stocks experienced one of the more interesting weeks in some time—in fact, it featured the single worst and single best days since 2022. By sector, industrials and energy led with gains of over a percent each, … Continue reading →

Economic Update 8-05-2024 In what some have called one of the more important weeks of the year thus far, the U.S stock market did not disappoint in terms of volatility. While a Wed. rally came along with Fed hints toward … Continue reading →

Economic Update 7-29-2024 U.S. stocks were mixed again last week with ‘value’ ending in the positive, outperforming ‘growth,’ which saw sharp declines. Small cap also ended several percentage points higher, continuing a stretch of recent rapid outperformance. By sector, utilities, … Continue reading →

Economic Update 7-22-2024 U.S. stocks behaved unusually last week, with a sharp reversal downward in large cap growth segments, offset by better returns from cyclicals, which included value and especially strong relative results from small cap stocks. In fact, the … Continue reading →

Economic Update 7-15-2024 U.S. stocks saw gains last week, with small caps up sharply relative to large caps, reversing weakness from much of this year. By sector, ‘value’ outperformed ‘growth,’ with utilities, materials, and health care seeing the strongest results … Continue reading →