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Berthel Fisher Insights 3-25-2024
Stocks posted their best week of the year, sparked by news that the dovish Fed decided to keep rates steady and signaled three rate cuts were still possible this year.
Read MoreBerthel Fisher Insights 3-18-2024
Stocks fell for the second straight week on inflation concerns despite a report on consumer prices that was initially well received by investors. Stocks Slide Tuesday was the only bright spot during the week as stock prices rose after...
Read MoreBerthel Fisher Insights 3-11-2024
Stocks were down for the week as investors appeared to take some profits and traders parsed Fed Chair Jerome Powell’s Congressional testimony. Markets Wobble Stocks had a rough start to the week, with the Dow, S&P 500, and...
Read MoreBerthel Fisher Insights 3-4-2024
Stocks extended their tech-led advance last week as signs of a resilient and still-enthusiastic consumer boosted momentum. Nasdaq Sets New High Stocks traded in a narrow band early in the week but ended the five-trading sessions with...
Read MoreBerthel Fisher Insights 2-26-2024
Stocks vaulted to new heights last week on the back of an artificial intelligence (AI) semiconductor company, marking investors’ belief that AI has the potential to transform the U.S. economy. Stocks Rally to Record Highs Stocks...
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Berthel Fisher Insights 2-19-2024
Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates. Stocks Snap Winning Streak Markets were quiet Monday but opened lower Tuesday in response to the...
Read MoreBerthel Fisher Insights 2-12-2024
The stock market experienced solid gains last week, concluding the trading week on a positive note, thanks to robust corporate reports and favorable inflation news; this propelled the S&P 500 Index to achieve a new record high at the...
Read MoreBerthel Fisher Insights 2-5-2024
Stocks pushed higher last week as investors cheered mega-cap tech corporate reports and a better-than-expected employment report. Stocks at New Highs At the beginning of the week, stocks surged, anticipating fourth-quarter corporate...
Read MoreBerthel Fisher Insights 01-29-2024
Stocks continued their upward climb last week as excitement around big tech continued; positive economic reports stoked investors’ belief that the Federal Reserve has pulled off a soft landing. Stocks Power Ahead Big tech was...
Read MoreBerthel Fisher Insights 01-22-2024
Stocks finished higher last week, with big tech again leading amid lingering uncertainty over how continued economic strength would influence the Fed’s rate decision. Stocks Dip, Then Rally Stock prices dropped early in...
Read MoreBerthel Fisher Insights 01-15-2024
Stocks pushed higher last week, led by big tech names and boosted by December inflation reports that were mixed but positive enough to shore up investor confidence in Fed rate cuts this year. Stocks Rock and Roll It was a rocky week...
Read MoreBerthel Fisher Insights 01-08-2024
Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns. New Year Blues Stocks got off to a rough...
Read MoreBerthel Fisher Insights 01-01-2024
Stocks posted a slight gain last week amid a shortage of news and light holiday trading. The Dow Jones Industrial Average gained 0.76%, while the Standard & Poor’s 500 added 0.49%. The Nasdaq Composite index advanced 0.32% for...
Read MoreBerthel Fisher Insights 12-25-2023
Investor optimism and fears of missing out on future gains propelled stocks higher in the last full week of trading before year-end. The Dow Jones Industrial Average added 0.22%, while the Standard & Poor’s 500 gained 0.75%. The...
Read MoreBerthel Fisher Insights 12-18-2023
Markets reacted positively last week to cooler inflation and the idea of potential rate cuts next year, adding to the gains of the market’s year-end rally. The Dow Jones Industrial Average rose 2.92%, while the Standard &...
Read MoreBerthel Fisher Insights 12-11-2023
A late-week, two-day rally left stocks higher, adding to November’s gains as the last month of trading for 2023 began. The Dow Jones Industrial Average was flat (+0.01%), while the Standard & Poor’s 500 gained 0.21%. The...
Read MoreBerthel Fisher Insights 12-4-2023
A Friday rally turned an otherwise mixed week for stocks into a solid performance. The Dow Jones Industrial Average picked up 2.42%, while the Standard & Poor’s 500 gained 0.77%. The Nasdaq Composite index rose 0.38% for the...
Read MoreBerthel Fisher Insights 11-27-2023
Investor enthusiasm for stocks remained strong last week, buoyed by declining bond yields in a holiday-abbreviated trading week. The Dow Jones Industrial Average picked up 1.27%, while the Standard & Poor’s 500 gained 1.00%. The...
Read MoreBerthel Fisher Insights 11-20-2023
Stocks extended their November rally last week as investors cheered lower-than-forecast inflation data. The Dow Jones Industrial Average gained 1.94%, while the Standard & Poor’s 500 added 2.24%. The Nasdaq Composite index rose...
Read MoreBerthel Fisher Insights 11-13-2023
A powerful Friday rally left stocks higher last week, extending the market’s early November gains. The Dow Jones Industrial Average rose 0.65%, while the Standard & Poor’s 500 advanced 1.31%. The Nasdaq Composite index...
Read MoreBerthel Fisher Insights 11-6-2023
Stocks ripped higher last week on a dramatic retreat in bond yields triggered by easing inflation and a slowing labor market. The Dow Jones Industrial Average jumped 5.07%, while the Standard & Poor’s 500 surged 5.85%. The...
Read MoreBerthel Fisher Insights 10-30-2023
Amid a busy week of corporate earnings reports, stocks slumped on cautious earnings guidance, fears of higher interest rates, and growing anxiety over the increasing amount of Treasury bonds and notes coming to market. The Dow Jones...
Read MoreBerthel Fisher Insights 10-23-2023
Rising bond yields and uncertainty over whether this was the close of the Fed’s rate-hike cycle dragged markets lower last week despite solid corporate earnings results. The Dow Jones Industrial Average sank 1.61%, while the...
Read MoreBerthel Fisher Insights 10-16-2023
Stocks ended mixed last week amid the outbreak of hostilities in the Middle East and higher-than-expected inflation data. The Dow Jones Industrial Average gained 0.20%, while the Standard & Poor’s 500 rose 0.45%. But the Nasdaq...
Read MoreBerthel Fisher Insights 10-9-2023
A Friday rally overcame a shaky week, sending stocks mostly higher. The Dow Jones Industrial Average slipped 0.30% for the week. Meanwhile, the Standard & Poor’s 500 gained 0.48%, and the Nasdaq Composite index added 1.60% for...
Read MoreBerthel Fisher Insights 10-2-2023
Rising bond yields and government shutdown fears left stocks in mostly negative territory for the week. The Dow Jones Industrial Average lost 1.34%, while the Standard & Poor’s 500 slipped 0.74%. The Nasdaq Composite index was...
Read MoreBerthel Fisher Insights 9-25-2023
Rising bond yields and fears of a government shutdown hammered stocks last week, with technology shares bearing the brunt of the retreat. The Dow Jones Industrial Average lost 1.89%, while the Standard & Poor’s 500 dropped 2.93%...
Read MoreBerthel Fisher Insights 9-18-2023
Stocks ended the week roughly where they began as investors digested a mixed set of new economic data. The Dow Jones Industrial Average gained 0.12%, while the Standard & Poor’s 500 slipped 0.16%. The Nasdaq Composite index fell...
Read MoreBerthel Fisher Insights 9-11-2023
Concerns that the Fed may raise interest rates soured investor sentiment, sending stocks lower in a holiday-shortened trading week. The Dow Jones Industrial Average slipped 0.75%, while the Standard & Poor’s 500 declined 1.29%....
Read MoreBerthel Fisher Insights 9-4-2023
Falling bond yields–spurred by weak economic data–helped lift stocks to weekly gains. The Dow Jones Industrial Average advanced 1.43%, while the Standard & Poor’s 500 gained 2.50%. The Nasdaq Composite index...
Read MoreBerthel Fisher Insights 8-28-2023
Stocks fluctuated last week, jostled by fitful bond yields and headline news, before ending strongly following Fed Chair Powell’s comments on the monetary outlook. The Dow Jones Industrial Average slipped 0.45%, while the...
Read MoreBerthel Fisher Insights 8-21-2023
Stocks extended their August declines last week as higher yields and weak economic data out of China soured investor sentiment. The Dow Jones Industrial Average lost 2.21%, while the Standard & Poor’s 500 retreated 2.11%. The...
Read MoreBerthel Fisher Insights 8-14-2023
Positive inflation data failed to lift stocks from their August doldrums last week as economic data and a ratings downgrade soured investor sentiment. The Dow Jones Industrial Average added 0.62%, while the Standard & Poor’s 500...
Read MoreBerthel Fisher Insights 8-7-2023
Stocks retreated last week as bond yields increased following the Treasury's announcement indicating “a larger-than-expected funding need” and a downgrade in the federal government’s debt rating. The Dow Jones...
Read MoreBerthel Fisher Insights 7-31-2023
A Friday surge pushed stocks solidly into positive territory last week, ignited by cooling in an inflation gauge closely tracked by the Federal Reserve. The Dow Jones Industrial Average advanced 0.66%, while the Standard &...
Read MoreBerthel Fisher Insights 7-24-2023
Stocks moved to the rhythm of earnings season last week, initially rising on positive earnings surprises and faltering later in the week on key earnings disappointments. The Dow Jones Industrial Average rose 2.08%, while the...
Read MoreBerthel Fisher Insights 7-17-2023
Better-than-expected updates last week on consumer and wholesale price inflation buoyed investor sentiment, driving stocks higher and lower bond yields. The Dow Jones Industrial Average rose 2.29%, while the Standard &...
Read MoreBerthel Fisher Insights 7-10-2023
Rising concerns about further rate hikes sent stocks lower to kick off the second half of trading. The Dow Jones Industrial Average lost 1.96%, while the Standard & Poor’s 500 retreated 1.16%. The Nasdaq Composite index...
Read MoreBerthel Fisher Insights 7-3-2023
Stocks posted gains for the week to close out a stellar month, aided by positive economic data and reports that all major banks had passed the Federal Reserve’s annual stress test. The Dow Jones Industrial Average gained 2.02%,...
Read MoreBerthel Fisher Insights 6-26-2023
Stocks took a breather last week as investors digested the previous week’s surge and the month-to-date solid gains. The Dow Jones Industrial Average lost 1.67%, while the Standard & Poor’s 500 fell 1.39%. The Nasdaq...
Read MoreBerthel Fisher Insights 6-19-2023
Stocks climbed last week as reassuring inflation data boosted investor hopes that the rate-hike cycle was nearing an end amid fresh economic data pointing to continued economic resilience. The Dow Jones Industrial Average rose 1.25%,...
Read MoreBerthel Fisher Insights 6-12-2023
A late-week rally sent stocks into positive territory, with the S&P 500 index closing just shy of the 4,300 mark. The Dow Jones Industrial Average gained 0.34%, while the Standard & Poor’s 500 added 0.39%. The Nasdaq Composite...
Read MoreBerthel Fisher Insights 6-5-2023
Stocks surged higher in the closing days of a holiday-shortened trading week, ignited by a political resolution on raising the debt ceiling and a strong employment report. The Dow Jones Industrial Average rose 2.02%, while the Standard...
Read MoreBerthel Fisher Insights 5-29-2023
Markets moved in sync last week with perceived movement in debt ceiling talks, weakening early in the week and then surging on news of progress. A solid quarterly report and guidance from a mega-cap technology company helped with...
Read MoreBerthel Fisher Insights 5-22-2023
Stocks rallied last week, propelled by growing optimism over reaching a deal on raising the debt ceiling and avoiding a technical debt default by the U.S...
Read MoreBerthel Fisher Insights 5-15-23
Stocks were mixed last week as good inflation news was offset by mounting debt ceiling concerns and rekindled regional banking fears...
Read MoreBerthel Fisher Insights 5-8-2023
A Friday rebound, triggered by a big tech company’s earnings beat and a strong jobs report, shaved much of the week’s accumulated losses.
Read MoreBerthel Fisher Insights 5-1-2023
Strong earnings from several mega-cap technology companies offset renewed regional banking jitters and weak economic data, leaving stocks higher for the week.
Read MoreBerthel Fisher Insights 4-24-2023
Stocks remained resilient last week amid mixed earnings reports, hawkish Fed-speak, and lingering recession fears, closing out the five trading days with small losses...
Read MoreBerthel Fisher Insights 4-17-2023
The combination of an improving inflation outlook resulted in a week of uneven, albeit positive, performance, in which cyclical and financial stocks rallied while technology, real estate, and utilities lagged. The Dow Jones...
Read MoreBerthel Fisher Insights 04-10-2023
Stocks ended a shortened week of trading mixed amid revived recession fears on Wall Street triggered by weak economic data.
Read MoreBerthel Fisher Insights 4-3-2023
Stocks rallied last week on receding fears of a widening banking crisis, led by resurging investor interest in technology and communication services names.
Read MoreBerthel Fisher Insights 03-27-2023
Modest gains in major market indices masked sharp volatility amid the uncertainty arising from mixed messages emanating from public officials and revived banking fears.
Read MoreBerthel Fisher Insights 03-13-2023
Stocks tumbled last week as investors reconsidered their interest rate expectations after Fed Chair Powell’s Congressional testimony that rates may need to go higher.
Read MoreBerthel Fisher Insights 03-06-2023
A late-week surge, triggered by reassuring Fed-speak, propelled stocks higher last week.
Read MoreBerthel Fisher Insights 02-27-2023
Concerns over a firmer monetary policy were heightened by fresh economic data, touching off a climb in bond yields and a slide in stock prices last week.
Read MoreBerthel Fisher Insights 02-20-2023
Growing concerns about further interest rate hikes, prompted by fresh economic data, reversed early-week gains and left stocks mixed for the week.
Read MoreBerthel Fisher Insights 02-13-2022
Stocks drifted lower as a week of mixed earnings reports and resurgent worries over Fed monetary policy dragged on investor sentiment.
Read MoreBerthel Fisher Insights 02-06-2023
Stocks were mixed last week following better-than-expected corporate reports and increasing optimism over a slowdown in interest rates.
Read MoreBerthel Fisher Insights 01-30-2023
Stocks added to their early 2023 gains amid a busy stream of mixed corporate earnings results and conflicting economic data.
Read MoreBerthel Fisher Insights 01-23-2023
Stocks showed mixed results last week as recession fears resurfaced in response to weak economic data and a tepid start to a new corporate earnings season.
Read MoreBerthel Fisher Insights 01-17-2023
Stocks rallied last week thanks to fresh confirmation of inflation’s cooling trend and growing optimism that an inflation slowdown may provide the Fed with space to ease up on future rate hikes.
Read MoreBerthel Fisher Insights 01-09-2023
A strong Friday rally triggered by fresh signs of moderating inflation pushed stocks into positive territory to begin the new year.
Read MoreBerthel Fisher Insights 01-03-2023
In a holiday-shortened week, erratic trading left stocks marginally down for the week.
Read MoreBerthel Fisher Insights 12-19-2021
Hawkish comments by the Fed and weak economic data heightened investors’ recession concerns and sent stocks lower last week.
Read MoreBerthel Fisher Market Insights 12-12-2022
Recession fears and concerns that the Fed may consider a longer rate-hike cycle sent stocks lower for the week.
Read MoreBerthel Fisher Insights 12/05/2022
Stocks ended higher last week as investors navigated the crosscurrents of a potential easing in future rate hikes and continued strength in the labor market.
Read MoreBerthel Fisher Insights 11-28-2022: Fed Talks Turkey on Lower Rates, Boosting Markets
Growing optimism that the Fed may be ready to ease future interest rate hikes sent stocks higher in a quiet trading week.
Read MoreBerthel Fisher Insights 11-14-2022
A cooling inflation number ignited a powerful rally on Thursday, sending stocks to strong gains for the week.
Read MoreBerthel Fisher Insights 11-07-2022
Hawkish comments by Fed Chair Jerome Powell, following the announcement of another 75 basis points interest rate hike last week, cast a pall over financial markets, sending yields higher and stocks lower.
Read MoreBerthel Fisher Insights 10-31-2022
Stocks overcame poor earnings results from some of America’s largest companies to post gains last week as investors cheered positive earnings surprises, easing inflation and a rebound in economic growth.
Read MoreBerthe Fisher Insights 10-24-2022
A positive start to a new earnings season and late-week hopes for a near-term easing in Fed rate hikes lifted investors’ spirits and powered stocks to gains for the week.
Read MoreBerthel Fisher Insights 10-17-2022
Stocks were mixed last week amid wide intra- and inter-day price swings, as technology shares bore the brunt of the downdraft.
Read MoreBerthel Fisher Insights 10-10-2022
A powerful two-day stock rebound cemented a positive week for investors as a new trading month began.
Read MoreBerthel Fisher Insights 10-03-2022
Rising recession fears and uncertainty in the bond and currency markets sent stocks to new 2022 lows last week.
Read MoreBerthel Fisher Insights 09-26-2022
In its effort to cool inflationary forces, the Federal Reserve raised interest rates by 0.75% last week—the third consecutive rate increase of that size.
Read MoreBerthel Fisher Insights 09-19-2022
Stocks suffered their worst day in more than two years last Tuesday as markets were caught off-guard by a higher-than-anticipated August inflation report.
Read MoreBerthel Fisher Insights 09-12-2022
In a holiday-shortened week of trading, stocks posted healthy gains despite more tough talk on monetary policy from Fed official
Read MoreBerthel Fisher Insights 09-05-2022
Investors remained unnerved by the aggressive tone of Jerome Powell’s speech and subsequent comments from Fed officials suggesting a higher rate hike than the market expected.
Read MoreBerthel Fisher Insights
A comprehensive sell-off on Friday following comments by Fed Chair Jerome Powell drove stocks to losses for the week.
Read MoreBerthel Insights 08-22-2022
Stocks tumbled on Friday, sending stocks to a weekly loss after an otherwise quiet August week of trading.
Read MoreBerthel Insights 08-15-2022
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Read MoreBerthel Insights 08-08-2022
Ahead of Friday’s employment report, stocks were generally higher, highlighted by a Wednesday rally triggered by fresh earnings surprises and a better-than-expected economic report.
Read MoreBerthel Insights 08-01-2022
Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings.
Read MoreBerthel Insights 07-25-2022
Stocks rallied last week as investor spirits lifted thanks to a better-than-expected start to the second-quarter earnings season.
Read MoreBerthel Insights 07-18-2022
As the week opened, recession fears intensified with reports of renewed Covid-related lockdowns in China. Also, the U.S. dollar continued to climb, reflecting global economic weakness.
Read MoreBerthel Insights 7-11-2022
In a holiday-shortened trading week, stocks rallied despite mixed economic data and vacillating energy prices and bond yields.
Read MoreBerthel Insights 06-27-2022
Though the weekly gain was a welcome respite from the market’s downward trend, declining bond yields and falling food and energy prices can also be interpreted as signs of slowing economic growth, which may represent a headwind for corporat
Read MoreBerthel Insights 06-21-2022
Stocks moved lower last week as recession fears deepened following a Fed hike in interest rates and weak economic data.
Read MoreBerthel Insights 06-13-2022
A higher-than-expected inflation report triggered a sell-off on Friday, leaving stocks in the red for the week.
Read MoreBerthel Insights 06-06-2022
60% of Americans said that inflation had adversely impacted their personal finances with 21% taking the step to reduce their retirement savings. So where is the good news?
Read MoreBerthel Insights 05-31-2022
Stocks posted solid gains for the week, buoyed by the release of Fed meeting minutes and upbeat earnings from mid-size and discount retailers.
Read MoreBerthel Insights 05-23-2022
Recession fears grew last week following weak earnings reports from major retailers, sending stocks lower.
Read MoreBerthel Insights 05-16-2022
Inflation moved to center stage last week with the release of April’s Consumer Price Index (CPI) and the Producer Price Index.
Read MoreBerthel Insights 05-09-2022
The May 2022 FOMC meeting resulted in an increase of 50 basis points in the federal funds rate, the largest rate increase since 2000.
Read MoreBerthel Insights 05-02-2022
On Friday, a sharp sell-off sent major stock market indices into negative territory for the week, capping a volatile close to April.
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