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Webinar: Has the Bull Market Run its Course?

Markets are on the rebound from 2018’s decline and have reentered record territory. Despite the challenges and unknowns we face, we believe that the current environment offers opportunities for long-term investors with well-diversified portfolios.

This webinar offers a valuable opportunity to hear from some of our chief investment strategists—Chairman Dan Wiener, Chief Investment Officer Jim Lowell, Deputy Director of Research Brian Mackey, Portfolio Manager Charlie Toole and Equity Research Analyst Kate Austin—as they discuss critical subjects for investors like you.

Housing Starts Rise 6%

Adviser Investments Chief Investment Officer Jim Lowell has the market analysis for Thursday, May 15. Major U.S. indexes continued bouncing back, nearly recouping Monday’s steep losses for the week. The Dow Jones Industrial Average, S&P 500 and NASDAQ Composite rose 0.8%, 0.9% and 1.0%, respectively. Today’s gains were propelled, in part, by solid economic data from the housing sector. Following three consecutive monthly declines, the Commerce Department reported better than expected new-home construction breaking ground in April, with single and multi-unit expansion both driving the nearly 6% monthly gain.

Market Rebound Continues

Rick Winters, vice president at Adviser Investments, has the market analysis for Wednesday, May 15. Despite early declines related to disappointing retail sales data, major U.S. stock indexes closed the day with gains: The Dow Jones Industrial Average, S&P 500 and NASDAQ rose 0.5%, 0.6% and 1.1%, respectively. The Commerce Department reported a 0.2% month-over-month drop in April’s retail sales, a let-down after March’s 1.7% increase. Meanwhile, Ford Motor rose 1.9% and General Motors gained 0.8% on news that the Trump administration is expected to announce a six-month delay on auto tariffs.

Small-Business Confidence Hits Four-Month High

Adviser Investments Chief Investment Officer Jim Lowell has the market analysis for Tuesday, May 14. All major U.S. indexes rebounded but fell short of recouping yesterday’s losses: The Dow Jones Industrial Average and S&P 500 rose 0.8%, and the NASDAQ Composite gained nearly 1.2%. Meanwhile, the National Federation of Independent Business’ small-business optimism index hit a four-month high in April, reflecting optimism for future sales growth and continuing job market strength. Jim noted that, despite strong economic fundamentals, geopolitical and event-driven news continue to concern investors.

NASDAQ Suffers Largest Decline of 2019

Adviser Investments Chief Investment Officer Jim Lowell has the market analysis for Monday, May 13. The Dow Jones Industrial Average and S&P 500 saw their worst trading day since early January, and the NASDAQ had its largest one-day decline of 2019. The Dow Jones and S&P both fell 2.4% while the NASDAQ Composite plunged 3.4%. This sharp market downturn was primarily the result of China’s announcement of retaliatory tariffs coming June 1 on $60 billion of U.S. goods. Oil prices also spiked in response to an apparent terrorist attack on Aramco’s East-West Persian Gulf pipeline: Brent crude rose 1.3% in intraday trading before closing the day down 0.6%.

U.S. Indexes Advance as U.S.-China Trade Talks Continue

Adviser Investments Chief Investment Officer Jim Lowell has the market analysis for Friday, May 10. All major U.S. indexes closed the day with slight gains to reverse a five-day losing streak. The Dow Jones Industrial Average and S&P 500 rose 0.4% and the and NASDAQ Composite gained 0.1%. Similarly, the Shanghai Composite Index advanced 3% as investors in both the U.S. and China expressed optimism that trade negotiations are continuing—despite the 12:01 a.m. tariff increase on $200 billion of Chinese goods. Meanwhile, Uber launched its much-anticipated I.P.O. as its stock fell more than 7% in intra-day trading, with the company’s valuation falling from $75.5 billion to $69.7 billion.

Geopolitical Tensions Hinder Market Momentum

Adviser Investments Chief Investment Officer Jim Lowell has the market analysis for Thursday, May 9. Major U.S. indexes made up some of their steeper initial losses, yet the Dow Jones Industrial Average, S&P 500 and NASDAQ Composite still closed the day down 0.5%, 0.3% and 0.4%, respectively. Despite strong economic data, heightened concern over U.S.-China trade negotiations—and potential retaliatory measures from China—continue to hinder near-term market momentum.

Disney Gains 1.5% on Earnings Beat

Adviser Investments Chief Investment Officer Jim Lowell has the market analysis for Wednesday, May 7. After a volatile trading day, U.S. indexes closed with minimal movement and mixed results: The Dow Jones Industrial Average rose fractionally while the S&P 500 and NASDAQ Composite fell 0.2% and 0.3%, respectively. Investors reacted to, among other things, ongoing uncertainty related to Chinese tariff negotiations. Jim emphasized that despite those escalating geopolitical tensions, economic fundamentals remain strong. On the earnings front, Disney’s stock rose 1.5% after surpassing fiscal second-quarter earnings expectations.

U.S. Stock Indexes Drop on Trade Tensions

Ryan Christensen, account executive at Adviser Investments, has the market analysis for Tuesday, May 7. Investors reacted to heightened trade tensions, with major U.S. stock indexes recovering some of their steeper intraday losses: The Dow Jones Industrial Average and NASDAQ Composite each fell 2.0% and the S&P 500 declined 1.7%. Despite President Trump’s recent announcement of plans to double tariffs on $200 billion of goods, Chinese Vice Premier Liu He is scheduled to continue negotiations with U.S. trade representatives.

Shanghai Composite Drops Nearly 6%

Adviser Investments Chief Investment Officer Jim Lowell has the market analysis for Monday, May 6.  The Dow Jones Industrial Average, S&P 500 and NASDAQ Composite fell 0.3%, 0.4% and 0.5%, respectively, as U.S.-China trade negotiations, a North Korean ballistic missile test and other international tensions dominated headlines. Jim emphasized that although economic fundamentals remain strong, event-driven news increased market volatility in the U.S. and abroad: China’s Shanghai Composite closed down nearly 6%—the index’s worst one-day loss in more than three years.

Beyond Meat Launches Record-Breaking IPO

David Mastroianni, strategic account executive at Adviser Investments, has the market analysis for Friday, May 3. Major U.S. stock indexes advanced on better than expected employment data, with the Dow Jones Industrial Average, S&P 500 and NASDAQ Composite up 0.8%, 1.0% and 1.6%, respectively—marking a new record high for the NASDAQ. The Labor Department reported that 263,000 new jobs were added in April, as unemployment dropped to a 50-year low. Meanwhile, despite decreasing sales and profits, Newell Brands’ stock surged 13% after beating earnings expectations. Newcomer vegan food producer Beyond Meat broke 2019’s IPO record, pushing the company’s valuation near $4 billion. Beyond Meat’s stock price closed the day at $67, up nearly 200% from its IPO price.

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