Both of our risk indicators (T2R 1.0 and T2R 2.0) remain positive, indicating continued stock market exposure. As always, we will continue to monitor the risk indicators daily. Should any change occur, you’ll be emailed an ALERT with proposed changes and allocation updates. Keep your eye on your inbox.

In June, several economic and political factors influenced the performance of major U.S. stock indices and the bond market.

During the past month the financial markets experienced a mix of volatility and growth, influenced by various economic events and data releases. Here are some of the performance details of the markets during this month, along with the economic news that impacted these markets.

April was quite a rollercoaster month for the financial markets, with plenty of ups and downs in both the stock and bond markets. A mix of economic data, central bank decisions, geopolitical events, and corporate earnings played a big role in shaping the market dynamics. Let’s break down what happened and how these factors influenced the markets.

In March 2024, the stock and bond markets were influenced by various economic and political events and announcements that shaped market dynamics. This analysis will delve into the specific factors that affected these markets, supported by statistical data and insights from the sources provided.

In February, several political and economic events unfolded that significantly impacted the stock and bond markets. These events and market reactions, and expert analyses provide a comprehensive view of the financial landscape during this period.

In January 2024, the stock and bond markets provided investors with a whirlwind of excitement, resembling a high-stakes drama with a touch of comedy. The month kicked off with the stock market performing acrobatics that would make a yo-yo envious, while the bond market delivered a suspenseful thriller that kept everyone on the edge of their seats. It was a time of market mayhem, where every twist and turn left investors experiencing a rollercoaster of emotions.

As you know, 2023 ended on a positive note. While the S&P 500 was only up 3.8% in December, it finished the year with a positive 24.2%. Our AIA model produced a return of 27.1% in 2023. Of course, your returns may vary depending on the mutual funds available within your retirement accounts and the dates that you entered your transactions.

Welcome to 2023. January had its share of both positive and negative trading days, but all in all, the month ended on a positive note. For the month, the S&P 500 was up 6.2%.
Because of this strength on January 11, our T2R 2.0 risk management indicator flipped back to positive. Remember, both of our risk management indicators must be positive for us to enter into new equity positions. Because the T2R 1.0 risk management indicator remains negative, we continue to maintain our defensive posture.

December didn’t provide any help for investors hoping for a Stata Claus Rally, losing 4.3%. The volatility continues

Because of this weakness, on Dec 16th, our T2R 2.0 risk management indicator flipped back to Negative. Remember, both of our risk management indicators must be positive for us to enter into new equity positions. Therefore, we continue to maintain our defensive posture.