Posts Tagged ‘Financial Market Insight |’

Financial Market Insight | March 2025 Download Now ↓ Financial Market Insight: March 11, 2025 – Synopsis The March 2025 Financial Market Insight report from Vann Equity Management provides a comprehensive analysis of current market conditions, highlighting the negative turn in stocks following tariff announcements affecting Mexico and Canada. The report emphasizes that recent market…

HIGHLIGHTS STOCKS SOURCE: Factset and Vann Equity Management Research Team “Stocks rebounded last week thanks to better-than-feared CPI/PPI data that eased worries the Fed was about to pause rate cuts.”   Click here

HIGHLIGHTS STOCKS SOURCE: Factset and Vann Equity Management Research Team “Stocks surged following more Goldilocks economic data and following the Republican sweep inthe election, which will result in more pro-growth economic policies.”

HIGHLIGHTS STOCKS SOURCE: Factset and Vann Equity Management Research Team “Stocks declined modestly last week as Treasury yields rose to multi-monthhighs while earnings results were a bit more mixed, although the declineswere modest especially compared to the recent rally.”

HIGHLIGHTS STOCKS SOURCE: Factset and Vann Equity Management Research Team “Stocks rallied and the S&P 500 climbed close to previous all-time highsthanks to solid tech earnings from ORCL and increased expectations for a50-bps rate cut from the Fed”

HIGHLIGHTS The week of August 5, 2024, begins with a major global market sell-off following the Bank of Japan’s decision to tighten monetary policy for the first time in three decades. As investors brace for the volatility tsunami impacting a cross-section of risky assets (stocks, credit, commodities), greater uneasiness and a slowing U.S. economy could…

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. HIGHLIGHTS 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…

HIGHLIGHTS STOCKS SOURCE: Factset and Vann Equity Management Research Team “The S&P 500 hit a new all-time high last week thanks to more AI enthusiasm and mostly Goldilocks economic data.” 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:…

HIGHLIGHTS  STOCKS SOURCE: Factset and Vann Equity Management Research Team “The S&P 500 accelerated to new all-time highs thanks to the Fed upgrading its outlook for economic growth this year (and inflation expectations) while critically keeping three rate cuts penciled in for 2024, which reignited soft/no landing hopes in the back half of the week.”…