It was another strong week for the stock market, with the S&P 500 hitting more all-time highs. The leading narrative behind the positive returns is the growing belief in a "soft landing," where the economy experiences a cyclical slowdown without tipping into recession. This outcome is a key goal of the Federal Reserve, especially after raising short-term interest rates to curb inflation. So far, the data supports this outlook.

Last week’s economic data was indeed encouraging. Both second-quarter GDP and projections for the third quarter suggest not only an absence of recession but also a lack of significant slowdown. Additionally, the Fed’s preferred inflation measure, core personal consumption expenditures (PCE), excluding food and energy, came in as expected at 2.7% year-over-year.

On the global front, the biggest news was China’s announcement of a massive stimulus package, including rate cuts, increased lending facilities, and support for its equity markets. This is expected to bolster not just China’s economy but also global markets. China's overall stock market saw its best weekly return since 2008, and its year-to-date performance has now surpassed both the S&P 500 and the NASDAQ.

Looking ahead, this week’s critical non-farm payrolls report on Friday is expected to show just under 150,000 new jobs and an unemployment rate of 4.2%. This week also marks quarter-end, and despite historic events and market volatility, it has been another good quarter for investors. Three quick observations to note. First, the average stock has been outperforming the overall market for a few months now, which over the long term tends to be the norm, but has not been the case over the last decade. Second, non-U.S. stocks have also outperformed of late, raising the question of whether global investing might finally see a long-anticipated resurgence. A weaker U.S. dollar, which has been the case for over five months now, would be a tailwind for non-US stocks. Third, retail investors are now more bullish on fixed income than they have been in decades, which to contrarian investors would suggest that the bond market is now vulnerable to a reversal of recent strong gains.

Finally, as we enter October during an election year, there is the potential for an “October Surprise,” where unexpected events shift the dynamics of the election. If such an event occurs, it could make October a turbulent month for markets. One possible surprise could be the looming East Coast port strike, which, if it happens, would be its first since 1977.

Add it all up...

Stay invested. Stay diversified. Stay disciplined.

 

If you have any questions or comments, please let us know at strategists@brinkercapital.com or at rusty@orion.com. Thank you for your time and trust. See you next week!


 

Get Your Own Market Commentary

Client-Friendly Weekly Wire

Want a version of Weekly Wire you can send directly to your clients? Subscribe to our Weekly Wire newsletter and get a client-friendly version every Monday. Simply download, add your firm's logo, and use with your clients!

 

Key Data

Stocks, Bonds, Alternatives, and Real Assets as of September 27, 2024

Security Name

Risk Score

1 Wk

1 Mo

QTD

YTD

1 Yr

3 Yr Ann.

Global Equities (60% US, 40% Intl)

100

2.02%

2.94%

7.11%

18.50%

32.38%

7.34%

S&P 500 Total Return

102

0.64%

2.12%

5.43%

21.55%

36.22%

10.61%

Dow Jones Industrial Average

97

0.59%

2.78%

8.68%

13.89%

28.63%

8.86%

NASDAQ 100 Total Return

122

1.10%

2.27%

1.85%

19.65%

38.39%

10.50%

TV Benchmark

107

0.78%

2.39%

5.32%

18.36%

34.41%

9.99%

Morningstar US Large Cap

102

0.49%

1.98%

4.63%

23.28%

38.17%

10.90%

Morningstar US Mid Cap

113

1.05%

2.87%

8.67%

14.38%

29.74%

5.15%

Morningstar US Small Cap

125

0.65%

2.21%

8.32%

10.32%

26.74%

2.85%

Morningstar US Value

98

0.54%

1.42%

8.53%

15.92%

27.01%

10.66%

Morningstar US Growth

126

0.75%

2.56%

4.57%

16.02%

34.49%

1.60%

MSCI ACWI Ex USA 

98

4.28%

4.13%

9.31%

15.91%

28.21%

4.37%

MSCI EAFE 

101

3.79%

2.93%

8.98%

15.25%

28.35%

5.77%

MSCI EM

98

6.22%

7.08%

9.22%

17.60%

27.55%

0.56%

Bloomberg US Agg Bond Index

27

-0.01%

1.11%

5.44%

4.69%

12.07%

-1.40%

Bloomberg Commodity Index

70

2.24%

3.62%

0.56%

5.73%

-0.02%

3.60%

Wilshire Liquid Alternative Index

25

0.20%

1.00%

2.63%

6.40%

10.24%

2.13%

US Dollar

10

0.30%

0.06%

-4.68%

-0.42%

-5.01%

2.64%

Bloomberg US Treasury Bill 1-3mo

1

0.09%

0.50%

1.35%

4.07%

5.55%

3.57%

Source: Morningstar

The TV Benchmark represents an average of the S&P 500, Dow Jones IA, and NASDAQ 100 return indexes. The Orion Risk Score represents risk relative to the global equity market.

 

 

Interest Rates as of September 27, 2024

Rate

This Week

1 Wk Δ%

13-Wk Treasury Yield

4.48%

-0.07%

10-Yr Treasury Yield

3.75%

0.02%

Bloomberg US Agg Yield

4.27%

0.00%

Avg Money Mkt Yield

4.76%

-0.27%

Avg 30-Yr Mortgage Rate

6.21%

-0.10%

Sources: Yahoo Finance, S&P Global, Crane Data, BankRate

 

 

Key Economic Data Last Week

Data Point

Expectation

Release Date

S&P Flash Services PMI

55.4

55.4%

S&P Flash Manufacturing PMI

48.4

2/16/1900

New Home Sales

700k

716k

Durable Goods Orders

-3.0%

0.0%

GDP 2nd Revision

3.0%

3.0%

PCE YoY

2.3%

2.2%

Core PCE YoY

2.7%

2.7%

Sources: MarketWatch, First Trust

 

 

Key Economic Data This Week

Data Point

Expectation

Release Date

ISM Manufacturing

47.2%

10/1/24

ADP Employment

99,000

10/2/24

ISM Services

51.5%

10/3/24

US Nonfarm Payrolls

144,000

10/4/24

US Unemployment Rate

4.2%

10/4/24

Source: MarketWatch

 

More Just for You

Want More Resources?

Unlock a wealth of market commentary resources from Rusty Vanneman, Chief Investment Strategist, and his team.

The views expressed herein are exclusively those of Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments, a registered Investment Advisor, and are not meant as investment advice and are subject to change. Information contained herein is derived from sources we believe to be reliable, however, we do not represent that this information is complete or accurate and it should not be relied upon as such. This information is prepared for general information only. It does not have regard to the specific investment objectives, financial situation, and the particular needs of any specific person.
An index is an unmanaged group of assets considered to be representative of a select segment or segments of the market in general, as determined by the index manager for the purposes of managing a specific index. You cannot invest directly in an index.
The CFA® is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org.
The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The Chartered Market Technician® (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit https://cmtassociation.org/.
Think2perform’s Behavioral Financial Advice program integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan with clients. To obtain the Behavioral Financial Advisor (BFA) designation, participants must complete a self-directed course, which takes 20-30 hours to complete, and includes a mix of interactive exercises, videos and case studies. To learn more about the BFA, visit https://www.think2perform.com.
Wealth Management services offered through Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor.

Compliance Code: 2 5 1 1, Orion Portfolio Solutions, September 30, 2024