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Perspectives

Ahead of the 2020 Election

by Fortem Financial April 22, 2019

U.S. stocks were mixed last week, with the S&P 500 Index largely unchanged. Behind the headline numbers, however, there was some movement within and between sectors. Health care stocks sold off sharply last week, with managed care stocks hit particularly hard by regulatory concerns. The CEO of United Healthcare came out strongly against the “Medicare for all” plans being discussed by Democratic presidential candidates, which called the issue into focus. In contrast, both technology and f… View More

Earnings season starts strong with Banking earnings above expectations

by Fortem Financial April 15, 2019

On Friday, the much anticipated earnings season began with JP Morgan reporting earnings 5% above expectations; positive commentary by management on the strong demand for credit by consumers and businesses helped propel the Financials sector higher.  The Nasdaq led all indices for the week (0.57%) followed by the S&P 500® (0.51%) and the Russell 2000® Index (0.14%); the Dow Jones Industrial Average fell 0.05%.  The S&P 500® reached an important milestone on Friday when the Index cro… View More

Just waiting on Earnings season to start again next week

by Fortem Financial April 8, 2019

China’s release of strong economic data last Sunday set the stage for across-the-board market gains in an otherwise quiet week leading into next week’s start of earnings season.  The Russell 2000® Index (2.78%) led the major indices followed by the Nasdaq (2.71%), S&P 500® Index (2.06%) and the Dow Jones Industrial Average (1.91%).  Last Monday’s momentum extended through the week with upbeat comments from U.S. and Chinese officials on the progress of trade negotiations; a meeting… View More

Best start for the equity markets in more than 20 years

by Fortem Financial April 3, 2019

The S&P 500's performance for the first quarter is its best quarterly gain since Q3 of 2009 and its finest start to the year since 1998. The quarter certainly benefited from an oversold bounce back after the fourth quarter's heavy 14% slump, but analysts still see a positive period ahead. While there could be some bumps in Q2 as the market struggles with earnings growth and a slower economy, positive U.S. China trade relations and investing sentiment could propel stocks higher. The last da… View More

Global Economy is slowing but the U.S is still the Belle of the Ball

by Fortem Financial March 25, 2019

The tug-of-war between the bulls and bears continued with mixed economic data and the absence of significant market catalysts.   On Friday, all of the major indices sold off on global growth concerns and ongoing trade tensions.  For the week, the Russell 2000® Index fell 2.67%, followed by the Dow Jones Industrial Average (-1.34%), the S&P 500® Index (-0.77%), and the Nasdaq (-0.60%).  The Federal Reserve provided news headlines on Wednesday: the Fed lowered its 2019 U.S. economic grow… View More

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