It was yet another remarkable week in the markets. After enduring the worst correction of the year just a few weeks ago, last week delivered the best performance of the year. At the start of the month, fears of an imminent recession loomed large, but the leading market narrative has now shifted to the possibility of a "soft landing," with no recession and falling inflationary pressures. Implied volatility (as measured by the VIX index), which spiked significantly a few weeks ago indicating heightened fear and uncertainty, plummeted last week in one of the fastest, deepest drops on record for the VIX. So, is the coast clear?

Several factors contributed to the market's strength last week. Inflation data came in as expected, and retail sales exceeded consensus, suggesting more stable prices and a resilient consumer. Digging into the details, Retail Sales positively surprised, blowing away expectations, and this figure did not even include numbers from Amazon Prime Day, which boosted Retail Sales last July. As for inflation, the Consumer Price Index (CPI) rose 0.2% in July, matching consensus expectations, with the CPI up 2.9% from a year ago. This marks the first time the headline CPI has been below 3% since March 2021. However, it’s worth noting that a subset of prices, closely watched by the Fed as a gauge of inflation in the service sector—known as the “Supercore,” which excludes food, energy, other goods, and housing rents—also rose 0.2% in July and remains up 4.5% over the past year.

Another interesting development is the GDPNow measure from the Federal Reserve Bank of Atlanta, which is now projecting Q3 GDP at 2.0%, a notable drop of nearly 1% from the previous week. Curiously, when recession fears were peaking, this number was rising. Now that the market thinks the coast is clear, growth expectations, based on actual economic releases so far, have dipped.

Looking ahead, this week will see a lot of focus on what the Fed is saying, including Fed Chair Jerome Powell’s highly anticipated speech from Jackson Hole on Friday. The Democratic National Convention also kicks off this week. While the economic calendar is light, initial jobless claims each Thursday morning have taken on added significance due to concerns over the labor market. The second quarter earnings season is also winding down, with less than 10% of companies left to report. Wal-Mart’s strong results last week contributed to the market’s positive momentum. For the quarter, the year-over-year earnings growth rate for the S&P 500 is 10.9%, marking the best quarter for earnings growth since Q4 2021. However, it is important to note that the market’s new bellwether stock, Nvidia, is set to report on August 28th.

So here we are, halfway through the quarter. Despite notable market volatility, the overall market is essentially flat in terms of price. This is typical, given the seasonal pattern of the stock market and the election cycle. For some investors, the volatility has provided a silver lining—taxable investors, for instance, have had the opportunity to harvest tax credits by realizing losses on certain positions. With many investors and traders on holiday for the remaining weeks of August, more volatility would not be surprising.

In summary:

 

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!


 

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Key Data

Stocks, Bonds, Alternatives, and Real Assets as of August 16, 2024

Security Name

Risk Score

1 Wk

1 Mo

QTD

YTD

1 Yr

3 Yr Ann.

Global Equities (60% US, 40% Intl)

100

3.80%

-1.53%

2.24%

13.11%

22.98%

5.59%

S&P 500 Total Return

102

3.99%

-1.88%

-1.89%

17.47%

28.00%

9.12%

Dow Jones Industrial Average

97

3.02%

-0.57%

4.16%

9.15%

19.39%

6.67%

NASDAQ 100 Total Return

122

5.43%

-4.29%

-0.78%

16.55%

32.25%

9.72%

TV Benchmark

107

4.15%

-2.24%

1.76%

14.39%

26.54%

8.50%

Morningstar US Large Cap

102

4.35%

-2.12%

1.45%

19.55%

30.97%

9.49%

Morningstar US Mid Cap

113

2.72%

-1.24%

3.45%

8.88%

18.59%

3.60%

Morningstar US Small Cap

125

2.60%

-3.95%

3.33%

5.24%

15.42%

2.18%

Morningstar US Value

98

2.39%

0.39%

4.87%

12.02%

19.90%

8.89%

Morningstar US Growth

126

4.48%

-4.24%

0.31%

11.29%

23.89%

0.75%

MSCI ACWI Ex USA 

98

3.71%

-0.76%

2.62%

8.82%

17.02%

2.01%

MSCI EAFE 

101

4.09%

-0.43%

2.83%

8.74%

17.44%

3.47%

MSCI EM

98

2.91%

-1.87%

1.35%

9.14%

15.39%

-1.92%

Bloomberg US Agg Bond Index

27

0.53%

1.95%

3.64%

2.91%

8.58%

-2.15%

Bloomberg Commodity Index

70

0.31%

-3.47%

-4.55%

0.36%

-2.35%

3.85%

Wilshire Liquid Alternative Index

25

1.11%

-0.23%

1.02%

4.73%

8.51%

1.62%

US Dollar

10

-0.22%

-1.16%

-2.73%

1.62%

-0.22%

3.63%

Bloomberg US Treasury Bill 1-3mo

1

0.10%

0.48%

0.72%

3.42%

5.54%

3.35%

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 August 16, 2024

Rate

This Week

1 Wk Δ%

13-Wk Treasury Yield

5.07%

0.00%

10-Yr Treasury Yield

3.89%

-0.05%

Bloomberg US Agg Yield

4.58%

-0.05%

Avg Money Mkt Yield

5.11%

-0.01%

Avg 30-Yr Mortgage Rate

6.55%

-0.25%

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

 

 

Key Economic Data Last Week

Data Point

Expectation

Actual

Producer Price Index (PPI) YoY

--

2.20%

Core PPI YoY

--

3.3%

Consumer Price Index (CPI) YoY

3.0%

2.9%

Core CPI YoY

3.2%

3.2%

US Retail Sales

0.3%

1.0%

Initial Jobless Claims

234,000

227,000

Housing Starts

1.34M

1.24M

Source: MarketWatch, First Trust

 
 

Key Economic Data This Week

Data Point

Expectation

Release Date

Initial Jobless Claims

230,000

8/22/24

New Home Sales

3.95M

8/23/24

Jay Powell Jackson Hole Speech

--

8/23/24

Sources MarketWatch

 

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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.
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