Last week, the S&P 500 ended its six-week winning streak, marking the first time in seven weeks that both the stock and bond markets saw losses. The S&P dipped nearly 1%, while the 10-year Treasury yield surged to 4.25% at its high point last week, up from a low of 3.6% just six weeks prior. Growth stocks bucked the trend, however, with the NASDAQ posting a slight gain last week and reaching new all-time highs, helped by a strong finish last Friday after Tesla’s positive earnings report. Commodities and the U.S. dollar also saw gains last week.

Looking ahead, this week’s news will be dominated by the “3 Es”: election, earnings, and economic data.

  • Election: With less than two weeks until the presidential election and the race nearly tied, any significant development could spark volatility. On that point, please keep in mind the counsel of Orion’s Chief Behavioral Officer, Dr. Daniel Crosby, who offers important pre-election reminders including: 

    1.  Do not let election stress take the wheel in driving your financial decisions: the market historically yields positive results over time,

    2. Do not become overly focused on short-term market movements that will not serve your long-term objectives.

    3. Do not fall victim to “action bias,” thinking that if you react quickly and do more, you will have more impact.
     
  • Earnings: We spoke too soon last week last week as this week is the peak of the Q3 earnings season, with over one-third of S&P 500 companies reporting this week. This includes key releases from five of the "Magnificent 7” - Alphabet (Google), Amazon, Microsoft, Apple, and Meta (Facebook) — set to release results. With approximately 40% of earnings reports already in, year-over-year growth is currently estimated just below 4%, marking five consecutive quarters of growth but at the slowest pace since Q3 of last year.
     
  • Economic Data: Major reports this week include employment, inflation, and GDP. The first Q3 GDP estimate is due Wednesday, with a projected growth rate of 3.0%. On Thursday, we get the “Fed’s favorite inflation measure,” core PCE. This inflation measure, which measures personal consumption expenditures minus food and energy costs, is expected to be 2.6% year-over-year, down from 2.7% last month. On Friday, the monthly employment data will be released, with forecasts for 125,000 new jobs and an unemployment rate of 4.1%, though hurricanes, strikes, and election uncertainty may impact the numbers.
     

Bottom line: While significant news and potentially sensational headlines are on the horizon, the best course is to...
 

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 October 25, 2024

Security Name

Risk Score

1 Wk

1 Mo

QTD

YTD

1 Yr

3 Yr Ann.

Global Equities (60% US, 40% Intl)

100

-1.46%

0.03%

-1.07%

17.02%

34.23%

6.16%

S&P 500 Total Return

102

-0.96%

1.59%

0.87%

23.14%

40.75%

10.05%

Dow Jones Industrial Average

97

-2.66%

0.56%

-0.43%

13.45%

30.00%

7.80%

NASDAQ 100 Total Return

122

0.14%

1.93%

1.48%

21.74%

42.70%

10.39%

TV Benchmark

107

-1.16%

1.36%

0.64%

19.44%

37.82%

9.41%

Morningstar US Large Cap

102

-0.73%

1.68%

1.13%

25.27%

42.52%

10.51%

Morningstar US Mid Cap

113

-2.00%

1.47%

0.24%

14.82%

336.38%

4.04%

Morningstar US Small Cap

125

-2.47%

1.03%

-0.35%

10.10%

34.65%

2.03%

Morningstar US Value

98

-2.17%

1.15%

-0.20%

16.14%

31.76%

9.74%

Morningstar US Growth

126

-0.69%

2.55%

2.22%

18.65%

41.99%

1.54%

MSCI ACWI Ex USA 

98

-1.90%

-2.02%

-3.63%

10.53%

25.63%

2.30%

MSCI EAFE 

101

-1.98%

-3.12%

-4.29%

8.63%

24.05%

3.66%

MSCI EM

98

-1.75%

-0.08%

-3.03%

13.68%

26.88%

-1.38%

Bloomberg US Agg Bond Index

27

-0.92%

-2.31%

-2.32%

2.03%

11.13%

-2.00%

Bloomberg Commodity Index

70

2.13%

0.44%

0.21%

6.08%

0.57%

2.05%

Wilshire Liquid Alternative Index

25

-0.67%

-0.49%

-0.62%

5.67%

10.46%

1.78%

US Dollar

10

0.22%

3.58%

3.25%

2.69%

-2.08%

3.58%

Bloomberg US Treasury Bill 1-3mo

1

0.09%

0.40%

0.34%

4.43%

5.48%

3.69%

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 October 25, 2024

Rate

This Week

1 Wk Δ%

13-Wk Treasury Yield

4.51%

0.00%

10-Yr Treasury Yield

4.23%

0.16%

Bloomberg US Agg Yield

4.74%

0.17%

Avg Money Mkt Yield

4.66%

-0.02%

Avg 30-Yr Mortgage Rate

6.57%

0.06%

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

 

 

Key Economic Data Last Week

Data Point

Expectation

Actual

US Leading Economic Indicators

-0.3%

-0.5

Existing Home Sales

3.84M

3.84M

New Home Sales

720,000

738,000

Durable Goods Orders

-1.0%

-0.8

Source: MarketWatch,  First Trust

 

 

Key Economic Data This Week

Data Point

Expectation

Release Date

Job Openings

7.9M

10/29/24

ADP Employment

113,000

10/30/24

Q3 GDP

3.2%

10/30/24

Personal Income

0.4%

10/31/24

PCE YoY

2.1%

10/31/24

Core PCE YoY

2.6%

10/31/24

Nonfarm Payrolls

110,000

11/1/24

US Unemployment Rate

4.0%

11/1/24

ISM Manufacturing

47.60%

11/1/24

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 7 6 9, Orion Portfolio Solutions, October 28, 2024