HIGHLIGHTS

  • Market Impact of the Assassination Attempt on Former President Trump
  • Acknowledging There is a Downside to Current Market Events, Too
  • Weekly Market Preview: Do Growth and Earnings Hold Up?
  • Weekly Economic Cheat Sheet: An Important Check on the Consumer This Week
  • Special Reports and Editorial:
    Is the Rotation from Tech to the “Rest of the Market” Sustainable?
    Powell Testimony Takeaways
    Market Multiple Table: An Important Change

STOCKS

SOURCE: Factset and Vann Equity Management Research Team

“The S&P 500 hit yet another record high last week as CPI rose less than expected and boosted investor expectations for a September rate cut and two rate cuts in 2024.”

  • What is Outperforming: Defensive sector, minimum volatility, and sectors linked to higher rates have relatively outperformed recently as markets have become more volatile.
  • What is Underperforming: Tech/growth and high valuation stocks have lagged as yields have risen.

Financial Market Insight June 2024 – Click here to read entire article
Posted in Blog