HIGHLIGHTS

  • How to Explain This Market (September Update)
  • Weekly Market Preview: Two Key Central Bank Decisions (Fed on Wednesday, BOJ on Thursday)
  • Weekly Economic Cheat Sheet: Important Growth Updates This Week

STOCKS

SOURCE: Factset and Vann Equity Management Research Team

“Stocks rallied and the S&P 500 climbed close to previous all-time highs
thanks to solid tech earnings from ORCL and increased expectations for a
50-bps rate cut from the Fed”

  • 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 August 2024 – Click here to read entire article

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