HIGHLIGHTS

  • Why the Next Two Weeks Are So Important for This Market
  • Market Preview: Magnificent Seven Earnings and Important Economic Data
  • Economic Cheat Sheet: Jobs and ISM Manufacturing PMI on Friday
  • Sentiment: Still Not as Wildly Bullish as You Might Think

STOCKS

SOURCE: Factset and Vann Equity Management Research Team

“Stocks declined modestly last week as Treasury yields rose to multi-month
highs while earnings results were a bit more mixed, although the declines
were modest especially compared to the recent rally.”

  • 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 October 2024 – Click here to read entire article

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