Videos - Adviser Investments

Fourth-Quarter Outlook: Peak Earnings Doesn’t Mean No Earnings

As volatility returns to U.S. and foreign stock markets, we remain optimistic, albeit less so than in past quarters, about the potential for gains over any meaningful investment timeline. This webinar is a valuable opportunity to hear from our chief investment strategists—Chairman Dan Wiener, Chief Investment Officer Jim Lowell, Director of Research Jeff DeMaso, Senior Vice President, Fixed Income Chris Keith and Equity Research Analyst Kate Austin—as they discuss critical subjects for investors like you and how known and unknown factors at home and abroad may continue to cause turbulence and provide opportunities.

Small Business Optimism Index Declines 2.5%

Adviser Investments’ Chief Investment Officer Jim Lowell has the market analysis for Tuesday, December 11. Major U.S. stock indexes saw mixed results today. After a 500-point intra-day swing, the Dow Jones Industrial Average closed down 0.2%, the S&P 500 posted fractional losses and the NASDAQ gained 0.2%. Meanwhile, the Bureau of Labor Statistics’ reported that seasonally adjusted Producer Price Index for final demand rose 0.1% from October to November, versus the 0.6% gain seen the previous month. The National Federation of Independent Business’ Small Business Optimism Index revealed a 2.6 point-drop from October. This is the third consecutive month of declines and the lowest level seen since April 2018; however, November’s 104.8 reading remains historically elevated and continues to reflect small business confidence.

Dow Reverses Early Losses to Close With Modest Gains

Adviser Investments’ Chief Investment Officer Jim Lowell has the market analysis for Monday, December 10. Despite the Dow Jones Industrial Average’s 500-point plunge early in the day, major U.S. indexes reversed their four-day losing streak to close with modest gains. The Dow Jones Industrial Average, S&P 500 and NASDAQ advanced 0.1%, 0.2% and 0.7%, respectively. Meanwhile, the Labor Department’s Job Openings and Labor Turnover Survey for October revealed 7.1 million job openings—the second-highest level on record.

Hourly Wages Gain 3% Year-over-Year

Adviser Investments’ Chief Investment Officer Jim Lowell has the market analysis for Friday, December 7. Major U.S. indexes closed the week with continued losses: The Dow Jones Industrial Average, S&P 500 and NASDAQ dropped 2.2%, 2.3% and 3.1%, respectively. Meanwhile, the Bureau of Labor Statistics released November data, with the 155,000 new jobs created falling short of the 198,000 forecast. Hourly wages grew 0.2% month-over-month and 3.1% year-over-year.

Nearly 180,000 Jobs Added in November

Adviser Investments’ Chief Investment Officer Jim Lowell has the market analysis for Thursday, December 6. Major U.S. stock indexes fell early in the day in response to market declines in Asia and Europe but gained some traction after the release of encouraging economic data. Automatic Data Processing revealed the addition of nearly 180,000 new private-sector jobs in November. Similarly, the non-manufacturing index rose to 60.7 last month. Jim noted that this higher-than-anticipated Institute for Supply Management figure reflects a well-employed workforce and robust consumer spending.

Beige Book Data Indicates Modest, Moderate Expansion

Adviser Investments’ Chief Investment Officer Jim Lowell has the market analysis for Wednesday, December 5. U.S. stock indexes closed today for a national day of mourning to honor former President George H.W. Bush. The majority of international indexes declined, with the Nikkei, Shanghai-Composite and Euro STOXX down 0.5%, 0.6% and 1.2%, respectively. Meanwhile, the Federal Reserve released December Beige Book data, with 10 of the 12 Federal Reserve districts reporting modest or moderate economic expansion during the period from mid-October through late November.

All U.S. Indexes Drop More Than 3%

Adviser Investments’ Chief Investment Officer Jim Lowell has the market analysis for Tuesday, December 4. All major U.S. stock indexes dropped more than 3% on Brexit’s Parliamentary defeat and ongoing trade-war concerns: The Dow Jones Industrial Average, S&P 500 and NASDAQ fell 3.1%, 3.2% and 3.8%, respectively. Meanwhile, bond prices rose sharply, with the yield on the 3-year Treasury topping that of the 5-year Treasury by 1.4 basis points, or 0.014%. Despite this yield-curve inversion, Jim emphasized that economic fundamentals—including earnings growth, low interest rates and a well-employed workforce—continue to indicate slow growth, not no growth.

Oil Gains 4% on Qatar’s OPEC Exit

Adviser Investments’ Chief Investment Officer Jim Lowell has the market analysis for Monday, December 3. Major U.S. stock indexes once again advanced, with the Dow Jones Industrial Average and S&P 500 up 1.1% and the NASDAQ gaining 1.5%. International markets also rallied on news of a 90-day trade-war agreement between China and the United States. Also on the global front, civil unrest in Paris continued to escalate following President Emmanuel Macron’s recent fuel-tax announcement. Meanwhile, oil prices rose 4% following Qatar’s announced OPEC departure.

Marriott Drops 5.5% After Data Breach

Todd Peters, senior vice president at Adviser Investments, has the market analysis for Friday, November 30. The Dow Jones Industrial Average, S&P 500 and NASDAQ each advanced 0.8% as investors expressed “cautious optimism” for the G-20 summit and highly anticipated trade discussions between President Trump and Chinese President Xi. Meanwhile, Marriott International’s stock fell nearly 6% after the company announced a data breach that impacted around 500 million customers.

Spending, Income Up 0.6% and 0.5%, Respectively

Adviser Investments’ Chief Investment Officer Jim Lowell has the market analysis for Thursday, November 29. Major U.S. stock indexes declined. The Dow Jones Industrial Average fell 0.1% while both the S&P 500 and NASDAQ lost 0.3%. Meanwhile, the Commerce Department released October’s consumer spending and personal income figures. Spending rose 0.6% from September, the best gain in seven months, and income was up 0.5%, a nine-month best. Jim emphasized that this data continues to indicate a well-employed and confident U.S. consumer.

Technology, Health Care Lead Stock Rally

Kate Austin, equity research analyst at Adviser Investments, has the market analysis for Wednesday, November 28. Major U.S. stock indexes enjoyed their largest one-day gain since March: The Dow Jones Industrial Average, S&P 500 and NASDAQ advanced 2.5%, 2.3% and 3.0%, respectively. Technology and health care stocks led the rally, with Federal Reserve Chairman Jerome Powell’s interest-rate remarks fueling mid-day gains. Meanwhile, the Commerce Department released October housing market data. New single-family home sales declined nearly 9% from September because of higher construction costs and rising mortgage rates.

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