Client Newsletter Q2 2024

Dear Friends,

What an incredible year it's been in the markets! The S&P 500 and Nasdaq are soaring to new heights, hitting all-time highs. The Nasdaq is the superstar, while the S&P 500 is following closely behind.  Meanwhile, the Dow is taking a more relaxed approach. As a more “traditional” index, it doesn’t include the high-flying tech giants like Nvidia, Google, Meta, or even Eli Lilly that are pushing the markets upward. 

On the economic front, we’re seeing some promising signs. GDP continues to grow, and corporate profits jumped an impressive 10% in the most recent quarter. This means most companies are not just keeping up with inflation but outpacing it and expanding their margins. The job market is still strong, adding jobs at a solid pace. However, we're keeping an eye on a recent uptick in jobless claims. If this trend continues, we might see the Federal Reserve step in and cut interest rates soon, potentially spurring more risk-taking and boosting the economy. 

Looking ahead, the election cycle is another factor that could influence the markets. Historically, presidential election years start strong, experience a summertime lull, and finish with a robust performance. Any current administration aims to keep the economy stable until November. But remember, don’t let political drama derail your investment strategy. Stick to your long-term plan, no matter how sensational the headlines might get. 

Speaking of changes, housing prices might finally take a breather. Inventory is at a 15-year high, meaning more houses are available, which could help keep prices in check. The Fed closely monitors the housing market as part of its inflation battle. With less pressure on housing prices, we might see the Fed lower interest rates sooner rather than later. 

We'll keep a close watch on the markets and the economy as the year progresses. Feel free to reach out if you have any questions. We're here to help you navigate the financial landscape, even when it feels a bit wild. 

Warmly,

 

Investment Advisory services offered through Moonstone Asset Management, Inc. a registered investment adviser

Risk Disclosure: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance does not guarantee future results.

This material is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. The content is developed from sources believed to be providing accurate information; no warranty, expressed or implied, is made regarding accuracy, adequacy, completeness, legality, reliability or usefulness of any information. Consult your financial professional before making any investment decision. For illustrative use only.


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Client Newsletter Q1 2024