One and Done?
I’ve got a couple of charts this week showing just how quickly expectations can change in financial markets. The first chart, shown above, compares the market’s expectations for the terminal level of the federal funds rate (green line) vs. the current target...
Whichever Way the Funds Flows
For this week’s indicator, we’re going to look at fund flows and how they affect stock market returns. What is a fund flow? It’s simply the amount of cash flowing into or out of a financial asset. It doesn’t measure the performance of the asset but rather the...
Broken Banks, but Bye-Bye Bear?
OVERVIEW U.S. stocks tumbled last week as bank troubles and a hawkish Fed threw cold water on risk assets. The S&P 500 dropped 4.55%, the Dow lost 4.44%, and the Nasdaq declined 4.71%. Foreign stocks held up better, with developed country stocks decreasing...
Persistent
This week’s featured chart shows the year-over-year change in the U.S. Personal Consumption Expenditures Price Index (excluding food and energy). This is a popular measure of core inflation in the economy that the Federal Reserve follows closely. The problem,...
The Highs and the Lows
This week’s featured indicator focuses on breadth, or participation, in global financial markets. On the top half of the graph, we have the MSCI All-Country World Index, a benchmark index for the global stock market performance. On the bottom half of the graph,...
Interest Rates
It’s time for 4 Your Money! John Nelson joins Local 4 News to talk about how increased interest rates will affect the economy.
Financial Focus – March 8th, 2023
Join in on this week’s Financial Focus, as Nate Kreinbrink delves into the intricacies of taxes and provides valuable insights on the subject.
Catching a Bid
OVERVIEW U.S. stocks broke a three-week losing streak last week as volatility—as measured by the VIX Index—fell nearly 15%. The S&P 500 climbed 1.75%, the Dow gained 1.9%, and the Nasdaq surged 2.58%. Foreign markets delivered solid performances as well....
‘Tis the Season
This week’s featured chart shows that the S&P 500 stock market index is about to enter a seasonally strong period for the year. How so? For any given year in the stock market, the period from March to July tends to be strong. But if we take this concept one...
Yield Reversals
This week’s featured indicator is based on the concept that reversals in bond yields (interest rates) often call the tune of the stock market. Why? Because bond yields compete with stock dividends for investors’ money. Additionally, interest rates affect the...
880 13th Avenue North
Clinton, Iowa 52732
563-242-9042
5465 Utica Ridge Road
Davenport, Iowa 52807
563-823-0532
9079 East Tamarack Drive
Dubuque, Iowa 52003
800-248-9042
info@nelsoncorp.com
Fax: 563-242-9062
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and NelsonCorp Wealth Management are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, AR, CA, CO, CT, FL, GA, IA, IL, IN, ME, MI, MN, MO, NC, NJ, NY, SD, TN, TX, UT, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced. Investing involves risk. Depending on the different types of investments there may be varying degrees of risk. Clients and prospective clients should be prepared to bear investment loss including loss of original principal.
Cambridge’s Form CRS (Customer Relationship Summary)
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, NelsonCorp Wealth Management makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.