Author Archives: LSAConnect

Weekly Economic Update – 10-21-2024

Economic Update 10-21-2024 U.S. stocks saw continued gains last week, led by continued reinvigorated strength in small cap stocks over large. By sector, utilities, financials, and materials led the way with gains of roughly 2% or more. Energy was the … Continue reading

Posted in Economic News | Comments Off on Weekly Economic Update – 10-21-2024

Weekly Economic Update – 10-14-2024

Economic Update 10-14-2024 U.S. stocks reached new record highs again last week. Sector results were mixed, with technology and industrials leading with gains of over 2% for the week, followed by financials, while utilities pulled back by over -2%. Real … Continue reading

Posted in Economic News | Comments Off on Weekly Economic Update – 10-14-2024

Model Update Reminder – October 2024

As the Federal Reserve introduces the first round of rate cuts, markets are attempting to come to grips with a new investment paradigm, which is showing signs of cooling.  Despite the recalibration of our portfolio, we’re not abandoning ship. Looking … Continue reading

Posted in Portfolio Updates | Comments Off on Model Update Reminder – October 2024

Fall is Here – Quarterly Market Note Now Available

Fall is such a wonderful time of year, the mornings crisp and the turning leaves starting to brighten woodland and back yard alike. Happy Fall! Over the past couple of years, the global economy’s been a lot like that Goldilocks … Continue reading

Posted in Research | Comments Off on Fall is Here – Quarterly Market Note Now Available

Weekly Economic Update – 10-07-2024

Economic Update 10-07-2024 U.S. stocks were mixed early in the week, with decent economic data coupled with Fed Chair Powell again reiterating in a high-profile speech that “more cuts” would be coming, but also downplaying the speed, as the FOMC … Continue reading

Posted in Economic News | Comments Off on Weekly Economic Update – 10-07-2024

October 2024 Model Update Announcement

As the Federal Reserve introduces the first round of rate cuts, markets are attempting to come to grips with a new investment paradigm, which is showing signs of cooling.  Despite the recalibration of our portfolio, we’re not abandoning ship. Looking … Continue reading

Posted in Partner News, Portfolio Updates, Research | Comments Off on October 2024 Model Update Announcement

Weekly Economic Update – 9-30-2024

Economic Update 9-30-2024 U.S. stocks gained last week on the heels of benign U.S. economic data and announced stimulus measures in China. Results by sector were mixed, with the strongest gains in materials (with items such as copper and certain … Continue reading

Posted in Economic News | Comments Off on Weekly Economic Update – 9-30-2024

Weekly Economic Update – 9-23-2024

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

Posted in Economic News | Comments Off on Weekly Economic Update – 9-23-2024

Fed Note

At the September meeting, the U.S. Federal Reserve Open Market Committee decided to reduce the Fed funds rate by -0.50% to a new range of 4.75-5.00%. There was one voter dissent, where a member opted for only a quarter-percent cut. … Continue reading

Posted in Economic News, Research | Comments Off on Fed Note

Weekly Economic Update – 9-16-2024

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

Posted in Economic News | Comments Off on Weekly Economic Update – 9-16-2024

Weekly Economic Update – 9-9-2024

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

Posted in Economic News | Comments Off on Weekly Economic Update – 9-9-2024

Weekly Economic Update – 9-03-2024

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

Posted in Economic News | Comments Off on Weekly Economic Update – 9-03-2024