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Earnings Update – Monday Morning Market Memo – May 5, 2025

Earnings Update – Monday Morning Market Memo – May 5, 2025

Continuing on from last week with our focus on Earnings Season: Starbucks stock …

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Earnings Parade – Monday Morning Market Memo – April 28, 2025

Earnings Parade – Monday Morning Market Memo – April 28, 2025

Beginning with a look at last week and to get a …

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Earnings Season – Monday Morning Market Memo – April 21, 2025

Earnings Season – Monday Morning Market Memo – April 21, 2025

We hope you all enjoyed the long holiday weekend!  As …

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Tariff Turmoil – Monday Morning Market Memo – April 7, 2025

Tariff Turmoil – Monday Morning Market Memo – April 7, 2025

According to an AI generated definition, a tariff is a tax …

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Market Headwinds – Monday Morning Market Memo – March 31, 2025

Market Headwinds – Monday Morning Market Memo – March 31, 2025

Stocks fell sharply on Friday – with the Dow Jones Industrial …

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Stocks Break Weekly Losing Streak – Monday Morning Market Memo – March 24, 2025

Stocks Break Weekly Losing Streak – Monday Morning Market Memo – March 24, 2025

The Standard & Poor’s 500 Index added .5% last week to 5,668.  …

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The major stock market averages posted a solid rally last Friday – the Dow Jones Industrial Average rose 1.7% (or 675 points), the Standard & Poor’s 500 Index advanced 2.1%, and the NASDAQ Composite jumped 2.6% (its best day of the year, according to Reuters).  Factors behind the Friday rally included some bargain hunting, a buy-the-dip mentality after the S&P 500 hit correction territory earlier in the week, and some relief the U.S. government would avoid a shutdown.  Additionally, no new tariff headlines rattled the nerves of investors.  Still, despite the daily rally, the major indices posted another notably negative week.     On the week, the Dow fell 3.1% to 41,488 – the S&P fell 2.3% to 5,639 – the NASDAQ fell 2.4% to 17,754.  The S&P and NASDAQ have now both dropped for the fourth consecutive week.  Negative sentiment surrounding tariffs and weakening consumer confidence numbers prevailed and pushed the stock market lower.  The pessimistic mood and selling pressure came despite some better-than-expected data on the inflation front that was released last Wednesday and Thursday.     Looking to the week ahead, investors will be watching the upcoming Federal Reserve policy meeting.  According to CME FedWatch, the probability is 99% the Fed will leave interest rates unchanged when they announce their policy decision on Wednesday afternoon.  While the market is essentially certain there will be no change in rates, it will be closely watching for any new commentary or clues regarding the Fed’s view on the health of the economy and the outlook for upcoming interest rate policy.     Also in the week ahead, a few notable earnings reports will come in, including numbers from Nike, Micron Technology, and FedEx.  FedEx is considered a bellwether on the economy, so its report will be closely scrutinized for a read on the strength of the economy.  Overall, financial markets will be primarily focused on continuing developments regarding tariffs and their potential impact/ramifications.     On a market history note, and for all the “gold bugs” out there, the price of gold rose above $3,000 per ounce for the first time ever last week!  Gold is historically known as an inflation hedge and a place money often flows to when there is uncertainty in other areas of the financial markets and economy.  It is also a way to diversify an investment portfolio, and many see it as a hedge against geopolitical risk/tumult.      As always, don’t hesitate to contact us with any questions or if you would like to schedule a meeting.     All the best – Southport Station Financial Management

Weekly Review & Preview – Monday Morning Market Memo – March 17, 2025

The major stock market averages posted a solid rally last …

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Market Update – Monday Morning Market Memo – March 10, 2025

Market Update – Monday Morning Market Memo – March 10, 2025

The stock market rallied Friday, with the Dow Jones Industrial Average and Standard …

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Earnings Wrap & Market Look – Monday Morning Market Memo – March 3, 2025

Earnings Wrap & Market Look – Monday Morning Market Memo – March 3, 2025

Earnings Season for the fourth quarter of 2024 is essentially in …

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Earnings Season – Monday Morning Market Memo – February 3, 2025

Earnings Season – Monday Morning Market Memo – February 3, 2025

We are currently in the heart of earnings season.  Two things …

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Market Update & Big Week Ahead – Monday Morning Market Memo – January 27, 2025

Market Update & Big Week Ahead – Monday Morning Market Memo – January 27, 2025

The major stock market averages all rose for a second …

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Monday Morning Market Memo – January 13, 2025 – Stock Market Drops on Strong Jobs Report(?)

Monday Morning Market Memo – January 13, 2025 – Stock Market Drops on Strong Jobs Report(?)

Stocks fell Friday after a much stronger-than-expected jobs report – The Dow Jones …

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Stocks Close Lower During Holiday-Shortened Week – Monday Morning Market Memo – January 6, 2025

Stocks Close Lower During Holiday-Shortened Week – Monday Morning Market Memo – January 6, 2025

The stock market posted a nice rally on Friday, with …

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Despite Friday Selling, Stocks Post Weekly Gains – Monday Morning Market Memo – December 30, 2024

Despite Friday Selling, Stocks Post Weekly Gains – Monday Morning Market Memo – December 30, 2024

The stock market had a bad day last Friday as …

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Market Summary & Fed Ahead – Monday Morning Market Memo – December 16, 2024

Market Summary & Fed Ahead – Monday Morning Market Memo – December 16, 2024

The major stock market averages finished mixed last week.  The Dow …

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  • Earnings Parade – Monday Morning Market Memo – April 28, 2025 April 28, 2025
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