Despite last week's shortened schedule due to the Labor Day holiday, it turned out to be the worst week for the S&P 500 since March 2023. That was a tense period marked by the collapse of Silicon Valley Bank, which suffered a bank run on its assets. Last week’s losses, however, were largely driven by nuanced concerns over economic growth, but also by profit-taking in the technology sector, particularly AI stocks. Nvidia (NVDA), for example, dropped 14% last week, losing over $400B — the largest weekly market cap value loss ever according to Dow Jones market data.

The key economic report last week was the release of the non-farm payrolls report for August on Friday, which offered a snapshot of the U.S. labor market. While job growth came in slightly below expectations, the report did not significantly alter the market’s outlook on the Federal Reserve's next move, expected at their meeting on September 18th. The consensus still points toward a rate cut, with most anticipating a quarter-point reduction, though a half-point cut remains a possibility. The unemployment rate ticked down to 4.2% from 4.3%, marking its first decline in five months. Meanwhile, wage growth rose to 3.8% year-over-year, which slightly contrasts with recent declines in inflation but bodes well for consumer purchasing power, as wages have outpaced inflation over the past 12 months.

Looking ahead, the key economic focus this week shifts to inflation. The Consumer Price Index (CPI) is due on Wednesday, with core CPI expected to increase by 3.2% year-over-year. On Thursday, the Producer Price Index (PPI) will be released, with core PPI forecasted at 3.3%. Despite these inflation reports, the market seems increasingly concerned about economic growth rather than inflation in the short term.

So, what should we make of the recent market weakness? Seasonal factors could be contributing, as the market historically delivers below-average returns at this time of year. However, the broader picture remains positive. The market is still in a bullish trend, and earnings growth has improved over the last several quarters, with the most recent quarter seeing the best year-over-year earnings growth in years.

Additionally, interest rates are moving lower. Last week, for instance, the 10-year Treasury yield declined from 3.9% to 3.7%. Notably, mortgage rates have steadily declined in recent months, with 30-year mortgage rates now dropping about 1% since May. Also providing relief to consumers is that oil and gasoline prices are down. As for economic concerns, it should be noted that credit spreads, in other words, the yield difference between corporate and Treasury bonds, remain stable. This is often considered a sign that economic conditions are not deteriorating dramatically.

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 September 6, 2024

Security Name

Risk Score

1 Wk

1 Mo

QTD

YTD

1 Yr

3 Yr Ann.

Global Equities (60% US, 40% Intl)

100

-3.58%

4.41%

0.72%

11.42%

19.86%

4.34%

S&P 500 Total Return

102

-4.22%

3.38%

-0.70%

14.48%

22.91%

7.71%

Dow Jones Industrial Average

97

-2.90%

3.76%

3.55%

8.51%

19.47%

6.64%

NASDAQ 100 Total Return

122

-5.86%

2.01%

-6.27%

10.11%

20.84%

6.46%

TV Benchmark

107

-4.33%

3.05%

-1.14%

11.03%

21.07%

6.93%

Morningstar US Large Cap

102

-4.50%

3.37%

-1.67%

15.87%

24.51%

7.85%

Morningstar US Mid Cap

113

-3.49%

3.53%

2.70%

8.10%

17.06%

2.65%

Morningstar US Small Cap

125

-4.84%

2.19%

1.51%

3.38%

12.58%

0.38%

Morningstar US Value

98

-2.96%

3.95%

5.12%

12.28%

20.38%

9.16%

Morningstar US Growth

126

-5.20%

2.63%

-3.32%

7.27%

16.12%

-1.90%

MSCI ACWI Ex USA 

98

-2.65%

5.93%

2.50%

8.69%

16.67%

1.09%

MSCI EAFE 

101

-2.83%

6.47%

3.30%

9.24%

18.12%

2.95%

MSCI EM

98

-2.24%

4.52%

-0.26%

7.40%

12.79%

-3.78%

Bloomberg US Agg Bond Index

27

1.29%

1.84%

5.15%

4.40%

9.93%

-1.67%

Bloomberg Commodity Index

70

-2.37%

-0.03%

-6.27%

-1.45%

-7.06%

2.47%

Wilshire Liquid Alternative Index

25

-0.58%

1.67%

1.03%

4.74%

7.97%

1.48%

US Dollar

10

-0.23%

-1.54%

-4.50%

-0.22%

-3.53%

3.18%

Bloomberg US Treasury Bill 1-3mo

1

0.09%

0.48%

1.03%

3.74%

5.54%

3.46%

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 6, 2024

Rate

This Week

1 Wk Δ%

13-Wk Treasury Yield

4.91%

-0.06%

10-Yr Treasury Yield

3.71%

-0.20%

Bloomberg US Agg Yield

4.33%

-0.21%

Avg Money Mkt Yield

5.08%

-0.02%

Avg 30-Yr Mortgage Rate

6.44%

0.00%

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

 

 

Key Economic Data Last Week

Data Point

Expectation

Actual

ISM Manufacturing

47.9%

47.2%

ADP Employment

140,000

99,000

ISM Services

51.0%

51.5%

Nonfarm Payrolls

161,000

142,000

US Unemployment Rate

4.2%

4.2%

Sources MarketWatch, First Trust

 

Key Economic Data This Week

Data Point

Expectation

Release Date

Consumer Credit

47.9%

9/9/24

Consumer Price Index (CPI) YoY

2.6%

9/11/24

Core CPI YoY

3.2%

9/11/24

Producer Price Index (PPI) YoY

--

9/12/24

Core PPI YoY

--

9/12/24

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. 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.
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