From the desks of Stanley Katz & Lauren Madera
STAY SAFE & HAVE FUN!
The beat continues with the Magnificent 7 tech stocks propelling the S&P 500 and Nasdaq to intraweek historic highs. Nonetheless, the full-week results for the three major US stock market indices were mixed (DJIA: -1.82%, S&P 500: -0.64%, Nasdaq: +0.34%). The DJIA has fallen seven straight trading days! And, within the S&P 500, more stocks have dropped than risen the past ten days — a streak last witnessed in 2000. What is going on in this animal-spirit-like market? And will it last?
With sixteen days remaining in 2024 (eleven of which are stock-market trading days), what better way to determine the market’s future than to feast on what the pundits are saying? Attached are 2025 outlooks from some of the best and brightest: Capital Group, Neuberger Berman, and Schwab. We think you’ll find them interesting and thought-provoking reads. Click the links below.
Below are links to a number of third-party research reports that we have read and analyzed over the past week. We hope you will find the information interesting, useful, and worthwhile.
Capital Group:
Schwab:
Neuberger Berman:
J.P. Morgan Asset Management:
Parnassus:
Stanley Katz & Lauren Madera, Financial Advisors
ClientFirst Financial Strategies, Inc.
937-293-5500
Investing involves risk, including the possible loss of principal. The information contained herein has been prepared solely for informational purposes. Nothing contained herein should be construed as a recommendation to either buy or sell any security or economic sector, or implement any strategy discussed. Please consult with your financial advisor, accountant, and/or attorney before acting on this information. ClientFirst Financial Strategies, Inc. is a DBA of OneSeven, LLC (OneSeven). OneSeven is an investment advisor registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. Securities offered through Fortune Financial Services, Inc. (Fortune), Member FINRA/SIPC. OneSeven and Fortune are separate entities. Investment Products are Not FDIC Insured, Offer No Bank Guarantee, and May Lose Value.
OneSeven and Fortune do not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third parties.