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Berthel Fisher Insights 5-4-2026
Stocks advanced last week as investors moved past stalled progress in Middle East peace talks and refocused on corporate earnings. The Standard & Poor’s 500 Index rose 0.91 percent, while the Nasdaq Composite Index climbed 1.12...
Read MoreBerthel Fisher Insights 4-27-2026
Stocks were mixed last week as investors gauged potential outcomes of the Middle East conflict amid an ongoing ceasefire. The Standard & Poor’s 500 Index rose 0.55 percent, while the Nasdaq Composite Index advanced 1.50 percent. By...
Read MoreBerthel Fisher Insights 4-20-2026
Stocks rallied last week as investor enthusiasm built for an end to the war in the Middle East and hopes of a resumption of normal global trade. The Standard & Poor’s 500 Index rose 4.54 percent, while the Nasdaq Composite Index picked...
Read MoreBerthel Fisher Insights 4-13-2026
Hope won out over fear last week as investors set their sights on a Middle East ceasefire holding and optimistic prospects for the Strait of Hormuz reopening. The Standard & Poor’s 500 Index rose 3.56 percent, while the Nasdaq Composite...
Read MoreBerthel Fisher Insights 4-6-2026
Stocks rose over the short trading week on fresh hopes for a quick end to the Middle East conflict, while March job growth was unexpectedly strong. The Standard & Poor’s 500 Index picked up 3.36 percent, while the Nasdaq Composite Index...
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Berthel Fisher Insights 3-30-2026
Stocks ended a challenging week lower as investors' attention shifted from updates on ceasefire talks to concerns about the economic impact of a protracted conflict. The Standard & Poor’s 500 Index lost 2.12 percent, while the Nasdaq...
Read MoreBerthel Fisher Insights 3-23-2026
Another volatile week unfolded as rapid developments in the Middle East and public comments from leaders on the conflict see-sawed markets, leaving investors struggling to keep up with updates. The Standard & Poor’s 500 Index lost 1.89...
Read MoreBerthel Fisher Insights 3-16-2026
Stocks logged a third-straight down week as investors digested the latest news out of the Middle East, navigated more volatility, and mulled the latest economic data. The Standard & Poor’s 500 Index declined 1.60 percent, while the...
Read MoreBerthel Fisher Insights 3-9-2026
Stocks fell last week as investors assessed the implications of a fresh Middle East conflict while digesting mixed reports on the jobs market. The Standard & Poor’s 500 Index fell 2.02 percent, while the Nasdaq Composite Index slid 1.24...
Read MoreBerthel Fisher Insights 3-2-2026
Stocks fell last week amid concerns about artificial intelligence (AI) and a warmer-than-expected reading of wholesale inflation. The Standard & Poor’s 500 Index fell 0.44 percent, while the Nasdaq Composite Index declined 0.95 percent...
Read MoreBerthel Fisher Insights 2-23-2026
Stocks ended a choppy four-session run in the green, with tech-led momentum earlier in the week prevailing over news of a slowing economy, sticky inflation, and geopolitical tensions. The Standard & Poor’s 500 Index advanced 1.07...
Read MoreBerthel Fisher Insights 2-17-2026
Stocks fell last week as investors reacted to mixed economic data and concerns over signs of broadening AI disruption of business models. The Standard & Poor’s 500 Index fell 1.39 percent, while the Nasdaq Composite Index declined 2.10...
Read MoreBerthel Fisher Insights 2-9-2026
Stocks were mixed last week, with broad gains on Monday and Friday bookending midweek selling pressure as investors digested earnings results from more than 100 S&P 500 companies. The Standard & Poor’s 500 Index ended the week roughly...
Read MoreBerthel Fisher Insights 2-2-2026
Stocks were mixed last week as investors navigated Q4 corporate results, a widely expected Fed decision, and a handful of economic reports. The Standard & Poor’s 500 Index rose 0.34 percent, while the Nasdaq Composite Index edged down 0...
Read MoreBerthel Fisher Insights 1-26-2026
Markets ended a short but eventful week slightly lower amid geopolitical tensions and fresh tariff threats. However, constructive economic news appeared to buoy spirits as the week progressed. The Standard & Poor’s 500 Index fell 0.35...
Read MoreBerthel Fisher Insights 1-19-2026
Stocks ended last week with modest losses after a volatile five days of market-moving economic data, geopolitics, and Fed drama. The Standard & Poor’s 500 Index slid 0.38 percent, while the Nasdaq Composite Index skidded 0.66 percent....
Read MoreBerthel Fisher Insights 1-12-2026
Stocks posted solid gains in an action-packed week of market-moving economic data, geopolitical news, and bullish new year sentiment. The Standard & Poor’s 500 Index gained 1.57 percent, while the Nasdaq Composite Index added 1.88...
Read MoreBerthel Fisher Insights 1-5-2026
Stocks trended lower last week amid signs of year-end profit-taking and some sour investor sentiment over the Fed meeting minutes. The Standard & Poor’s 500 Index fell 1.03 percent, while the Nasdaq Composite Index lost 1.52 percent....
Read MoreBerthel Fisher Insights 12-29-2025
Stocks delivered for investors last week as positive economic data and bullish holiday cheer powered the start of a “Santa Claus rally” past consumer bah humbug sentiment. The Standard & Poor’s 500 Index rose 1.40 percent, while the...
Read MoreBerthel Fisher Insights 12-22-2025
Stocks posted a slight gain last week as mixed jobs data triggered some selling pressure before a cooling inflation report helped stocks recover. The Standard & Poor’s 500 Index inched ahead 0.10 percent, while the Nasdaq Composite...
Read MoreBerthel Fisher Insights 12-15-2025
Stocks ended last week mixed. A widely anticipated Federal Reserve decision on interest rates and a rotation into non-tech areas helped push the Dow Industrials higher, while the broader market and technology stocks lagged behind. The...
Read MoreBerthel Fisher Insights 12-8-2025
Stock prices pushed higher last week, notching multiple records along the way as employment and inflation data took center stage in anticipation of the Fed’s upcoming meeting. The Standard & Poor’s 500 Index rose 0.31 percent, while...
Read MoreBerthel Fisher Insights 12-1-2025
Stocks pushed higher over the holiday week as investors' hopes for a Fed rate adjustment drove bullish sentiment. The Standard & Poor’s 500 Index rose 3.73 percent, while the Nasdaq Composite Index rallied 4.91 percent. The Dow Jones...
Read MoreBerthel Fisher Insights 11-24-2025
Heightened volatility was on Wall Street’s mind last week, as investors continued to focus on valuations of artificial intelligence (AI) stocks. The Standard & Poor’s 500 Index fell 1.95 percent, while the Nasdaq Composite Index...
Read MoreBerthel Fisher Insights 11-17-2025
Stocks ended mixed after a nail-biting week for investors, who grew anxious over megacap tech valuations and interest rates as the government shutdown came to an end. The Standard & Poor’s 500 Index edged up 0.08 percent, while the...
Read MoreBerthel Fisher Insights 11-10-2025
Stocks hit a rough patch last week as fresh labor market data, low consumer sentiment, and the ongoing government shutdown unnerved investors. The Standard & Poor’s 500 Index declined 1.63 percent, while the Nasdaq Composite Index...
Read MoreBerthel Fisher Insights 11-3-2025
Stocks rose last week as trade developments, positive Q3 corporate results, and momentum in megacap tech drove another rally, despite some cautious comments from the Fed. The Standard & Poor’s 500 Index gained 0.71 percent, while the...
Read MoreBerthel Fisher Insights 10-27-2025
Stocks rose last week thanks to a full slate of upbeat third-quarter corporate results and mild inflation data, which helped soften concerns over trade tensions with China. The Standard & Poor’s 500 Index gained 1.92 percent, while...
Read MoreBerthel Fisher Insights 10-20-2025
Stocks pushed higher last week, buoyed by strong third-quarter results posted by several money center banks. The Standard & Poor’s 500 Index gained 1.70 percent, while the Nasdaq Composite Index rose 2.14 percent. The Dow Jones...
Read MoreBerthel Fisher Insights 10-13-2025
Stocks fell last week amid concerns about trade with China, following an unsteady rally to record highs over the first half of the week. The Standard & Poor’s 500 Index fell 2.43 percent, while the Nasdaq Composite Index declined 2.53...
Read MoreBerthel Fisher Insights 10-6-2025
Stocks rose last week, looking past the government shutdown and apparently discounting any impact it may have on the economy. The Standard & Poor’s 500 Index moved up 1.08 percent, while the Nasdaq Composite Index rose 1.32 percent....
Read MoreBerthel Fisher Insights 9-29-2025
Stocks fell last week, buffeted by concerns about stock price valuations and a possible government shutdown. The Standard & Poor’s 500 Index declined 0.31 percent, while the Nasdaq Composite Index lost 0.65 percent. The Dow Jones...
Read MoreBerthel Fisher Insights 9-22-2025
Stocks posted solid gains last week, propelled by the Fed’s decision to cut short-term interest rates. The Standard & Poor’s 500 Index rose 1.22 percent, while the Nasdaq Composite Index climbed 2.21 percent. The Dow Jones Industrial...
Read MoreBerthel Fisher Insights 9-15-2025
Stocks posted a solid gain last week, riding a rally in megacap tech stocks while overcoming interest rate anxiety, a downward revision to jobs data, and mixed inflation reports. The Standard & Poor’s 500 Index rose 1.59 percent,...
Read MoreBerthel Fisher Insights 9-8-2025
Stocks made gains last week, even as megacap tech gains outweighed economic concerns. The Standard & Poor’s 500 Index advanced 0.33 percent, while the Nasdaq Composite Index rose 1.14 percent. The Dow Jones Industrial Average...
Read MoreBerthel Fisher Insights 8-25-2025
Stocks were mixed last week despite a powerful Friday rally sparked by Federal Reserve Chair Jerome Powell, who opened the door to adjusting short-term interest rates. The Standard & Poor’s 500 Index picked up 0.27 percent while the...
Read MoreBerthel Fisher Insights 8-18-2025
Stocks rose last week despite mixed signals on inflation as investors kept one eye on the Fed’s September meeting. The Standard & Poor’s 500 Index advanced 0.94 percent, while the Nasdaq Composite Index added 0.81 percent. The Dow...
Read MoreBerthel Fisher Insights 8-11-2025
Stocks rebounded last week as investor optimism for a September rate adjustment and strong Q2 corporate results overcame the rollout of fresh tariffs. The Standard & Poor’s 500 Index rose 2.43 percent, while the Nasdaq Composite Index...
Read MoreBerthel Fisher Insights 8-4-2025
Stocks fell last week as investors assessed progress on trade negotiations, new U.S. tariffs, and fresh data on the U.S. economy. The Standard & Poor’s 500 Index fell 2.36 percent, while the Nasdaq Composite Index declined 2.17...
Read MoreBerthel Fisher Insights 7-28-2025
Expectation-beating Q2 results from several companies, trade updates, and investor optimism for more trade agreements pushed market averages to solid gains. The Standard & Poor’s 500 Index advanced 1.46 percent, while the Nasdaq...
Read MoreBerthel Fisher Insights 7-21-2025
Stocks were mixed last week, battling through tariff talk while responding to upbeat quarterly corporate reports and a trove of updates on the economy. The Standard & Poor’s 500 Index rose 0.59 percent, while the Nasdaq Composite...
Read MoreBerthel Fisher Insights 7-14-2025
Stocks were slightly lower last week, while looking past news of fresh U.S. tariffs on nearly two dozen countries. The Standard & Poor’s 500 Index fell 0.31 percent, while the Nasdaq Composite Index edged lower by 0.08 percent. The...
Read MoreBerthel Fisher Insights 7-7-2025
Trade developments and continued momentum pushed all three major averages to modest gains again for a shortened holiday trading week. The Standard & Poor’s 500 Index rose 1.72 percent, while the Nasdaq Composite Index added 1.62...
Read MoreBerthel Fisher Insights 6-30-2025
Stocks staged a broad-based rally last week on investors’ hopes for a lasting Middle East ceasefire, hitting fresh record highs along the way. The Standard & Poor’s 500 Index rose 3.44 percent, while the Nasdaq Composite Index added 4...
Read MoreBerthel Fisher Insights 6-23-2025
Stocks were mixed during the holiday-shortened trading week as uncertainty over conflict in the Middle East weighed on investors. The Standard & Poor’s 500 Index slipped by 0.15 percent, while the Nasdaq Composite Index rose by 0.21...
Read MoreBerthel Fisher Insights 6-16-2025
Stocks fell last week as an up-and-down mix of trade progress and anxiety, economic news, and geopolitical tensions netted out. The Standard & Poor’s 500 Index slid 0.39 percent, while the Nasdaq Composite Index slipped 0.63 percent....
Read MoreBerthel Fisher Insights 6-9-2025
Stocks rallied last week as investors responded to upbeat economic data and easing trade tensions. The Standard & Poor’s 500 Index added 1.50 percent, while the Nasdaq Composite Index rose 2.18 percent. The Dow Jones Industrial...
Read MoreBerthel Fisher Insights 6-2-2025
Stocks advanced over the short trading week, bolstered by a possible trade deal with the European Union (EU) and an upbeat corporate report from a mega-cap tech company that creates semiconductors used in the creation of artificial...
Read MoreBerthel Fisher Insights 5-27-2025
Stocks moved lower last week as fiscal fears and fresh tariff threats loomed over market sentiment. The Standard & Poor’s 500 Index fell 2.61 percent, while the Nasdaq Composite Index dropped 2.47 percent. The Dow Jones Industrial...
Read MoreBerthel Fisher Insights 5-19-2025
Stocks roared higher last week, powered by upbeat trade news and tame inflation reports. The Standard & Poor’s 500 Index rose 5.27 percent, while the Nasdaq Composite Index spiked 7.15 percent. The Dow Jones Industrial Average added 3...
Read MoreBerthel Fisher Insights 5-12-2025
Stocks were mixed last week as volatility dropped despite ongoing trade concerns and the Federal Reserve's update on short-term rates. The Dow Jones Industrial Average added 0.16 percent, while the Standard & Poor’s 500 Index lost 0...
Read MoreBerthel Fisher Insights 5-5-2025
Stocks pushed higher last week as investors cheered the White House’s constructive comments on trade, upbeat Q1 corporate reports, and an encouraging jobs report. The Standard & Poor’s 500 Index gained 2.92 percent, while the Nasdaq...
Read MoreBerthel Fisher Insights 4-28-2025
Stocks pushed higher last week, spurred by the White House's reassuring comments that progress was being made with trade talks. The Standard & Poor’s 500 Index gained 4.59 percent, while the Nasdaq Composite Index picked up 6.73...
Read MoreBerthel Fisher Insights 4-21-2025
U.S. stocks slipped over the shortened trading week as Q1 corporate reports started to roll in. The Standard & Poor’s 500 Index dropped 1.50 percent, while the Nasdaq Composite Index fell 2.62 percent. The Dow Jones Industrial Average...
Read MoreBerthel Fisher Insights 4-14-2025
Stocks ended the week with a strong gain as traders continued to focus on tariff talks while appearing to overlook upbeat news on inflation. The Standard & Poor’s 500 Index rose 5.70 percent, while the Nasdaq Composite Index gained 7...
Read MoreBerthel Fisher Insights 4-7-2025
Stocks fell broadly last week as domestic and foreign markets reacted to the White House’s tariffs. The Standard & Poor’s 500 Index declined 9.08 percent, while the Nasdaq Composite Index fell 10.02 percent. The Dow Jones Industrial...
Read MoreBerthel Fisher Insights 3-31-2025
Stocks moved lower last week as investors swung from exuberance to disappointment on news over tariffs and inflation. The Standard & Poor’s 500 Index fell 1.53 percent, while the Nasdaq Composite Index retreated 2.59 percent. The Dow...
Read MoreBerthel Fisher Insights 3-24-2025
Stocks notched a solid gain last week as upbeat comments from the Fed helped stocks snap their four-week losing streak. The Standard & Poor’s 500 Index rose 0.51 percent, while the Nasdaq Composite Index picked up 0.17 percent. The...
Read MoreBerthel Fisher Insights 3-17-2025
Investors endured another volatile, whipsaw week as ongoing trade talks and White House comments about the economy unsettled investors. The Standard & Poor’s 500 Index declined 2.27 percent, while the Nasdaq Composite Index dropped 2...
Read MoreBerthel Fisher Insights 3-10-2025
Stocks continued their slide through a volatile week. U.S. trade policy drove much of the market’s movement, broadening investors' concerns about economic growth and inflation. The Standard & Poor’s 500 Index declined 3.10 percent,...
Read MoreBerthel Fisher Insights 3-3-2025
Stocks were mixed last week as investor concerns over inflation and trade policy combined to produce another volatile trading week. The Dow Jones Industrial Average rose 0.95 percent, while the Standard & Poor’s 500 Index lost 0.98...
Read MoreBerthel Fisher Insights 2-24-2025
Stocks fell last week as concerns about sticky inflation and the pace of economic growth rattled investors. The Standard & Poor’s 500 Index declined 1.66 percent, while the Nasdaq Composite Index dropped 2.51 percent. The Dow Jones...
Read MoreBerthel Fisher Insights 2-18-2025
Stocks advanced last week despite some intra-week volatility as investors showed concern about the economy's strength. The Standard & Poor’s 500 Index gained 1.47 percent, while the Nasdaq Composite Index picked up 2.58 percent. The...
Read MoreBerthel Fisher Insights 2-10-2025
Stocks posted modest losses last week as tariff deals, January jobs data, and Q4 corporate reports injected volatility into markets. The Standard & Poor’s 500 Index slipped 0.24 percent, while the Nasdaq Composite Index lost 0.53...
Read MoreBerthel Fisher Insights 2-3-2025
Stocks were mixed last week as investors parsed market-moving news nearly every trading day—from an unsettling AI update to White House news to Q4 corporate reports. The Standard & Poor’s 500 Index fell 1.00 percent while the Nasdaq...
Read MoreBerthel Fisher Insights 1-27-2025
Stocks rallied last week as investors reacted positively to a handful of better-than-expected corporate earnings reports and developments out of Washington, D.C. The Standard & Poor’s 500 Index gained 1.74 percent, while the Nasdaq...
Read MoreBerthel Fisher Insights 1-20-2025
Stocks roared back last week, fueled by upbeat Q4 corporate reports and economic news that stalled inflationary fears. The Standard & Poor’s 500 Index rose 2.91 percent, while the Nasdaq Composite Index advanced 2.45 percent. The Dow...
Read MoreBerthel Fisher Insights 1-13-2025
Stocks fell for the second consecutive week as a round of fresh economic data stoked inflationary fears among investors. The Standard & Poor’s 500 Index declined 1.94 percent, while the Nasdaq Composite Index dropped 2.34 percent. The...
Read MoreBerthel Fisher Insights 1-6-2025
Stocks edged lower last week despite a powerful end-of-week rally. The Standard & Poor’s 500 Index lost 0.48 percent, while the Nasdaq Composite Index slid 0.51 percent. The Dow Jones Industrial Average fell 0.60 percent. The MSCI...
Read MoreBerthel Fisher Insights 12-30-2024
Stocks notched a slight gain over the holiday week. A tech-driven rally in the first half of the week was clawed back in the second half as investors took profits following the market holiday. The Standard & Poor’s 500 Index advanced...
Read MoreBerthel Fisher Insights 12-23-2024
Stocks were under pressure last week as the Fed Chair's hawkish comments unsettled investors ahead of the holiday season. The Dow Jones Industrial Average received the hardest hit, falling 2.25 percent. The Standard & Poor’s 500 Index...
Read MoreBerthel Fisher Insights 12-16-2024
Stocks finished the week mixed, bookending losses around midweek gains as investors digested fresh inflation data. The Standard & Poor’s 500 Index slipped 0.64 percent, while the Nasdaq Composite Index ticked up 0.34 percent. The Dow...
Read MoreBerthel Fisher Insights 12-9-2024
Stocks were mixed during the first trading week of December. Technology stocks led, while the widely followed Dow Jones Industrial Average struggled. The tech-heavy Nasdaq Composite Index picked up 3.34 percent while the Dow...
Read MoreBerthel Fisher Insights 12-2-2024
Stocks posted solid gains over a short and busy holiday week as investors parsed fresh economic data, comments on potential future trade policy, and a few Q3 reports from technology companies. The Standard & Poor’s 500 Index gained 1...
Read MoreBerthel Fisher Insights 11-25-2024
Stocks advanced last week, powering ahead with pre-holiday optimism despite geopolitical tensions and two disappointing Q3 corporate updates. The Standard & Poor’s 500 Index rose 1.68 percent, while the Nasdaq Composite Index gained 1...
Read MoreBerthel Fisher Insights 11-18-2024
Stocks fell last week as the postelection rally lost momentum amid an inflation uptick and cautious comments from Fed officials. The Standard & Poor’s 500 Index fell 2.08 percent, while the Nasdaq Composite Index declined 3.15 percent...
Read MoreBerthel Fisher Insights 11-11-2024
Stocks surged higher last week, fueled by the Fed’s rate cut decision and post-election enthusiasm as investors looked to future policy impacts of a Republican-controlled Senate and executive branch. (The House of Representatives...
Read MoreBerthel Fisher Insights 11-4-2024
Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors. The Standard & Poor’s 500 Index fell 1.36 percent, while the Nasdaq Composite Index declined 1.50 percent....
Read MoreBerthel Fisher Insights 10-28-2024
Stocks were mixed last week as fresh economic data points and election-related uncertainty slowed market momentum. The Standard & Poor’s 500 Index fell 0.96 percent, while the Nasdaq Composite Index rose 0.16 percent. The Dow Jones...
Read MoreBerthel Fisher Insights 10-21-2024
Stocks posted modest gains last week, with quarterly earnings season in full swing and the election on the horizon. The Standard & Poor’s 500 Index increased 0.85 percent, while the Nasdaq Composite Index rose 0.80 percent. The Dow...
Read MoreBerthel Fisher Insights 10-14-2024
Stocks advanced last week despite mixed inflation data, lurching oil prices, and lingering anxiety about the Middle East. The Standard & Poor’s 500 Index gained 1.11 percent, while the Nasdaq Composite rose 1.13 percent. The Dow Jones...
Read MoreBerthel Fisher Insights 10-7-2024
Stocks were essentially unchanged last week as geopolitical tensions added some volatility to an otherwise quiet trading week. The Dow Jones Industrial Average was flat (+0.09 percent), while the Standard & Poor’s 500 Index ticked up...
Read MoreBerthel Fisher Insights 9-30-2024
Stocks moved higher last week, continuing to build on the momentum generated after the Federal Reserve decided to cut short-term rates by 0.50 percent. The Standard & Poor’s 500 Index gained 0.59 percent, while the Nasdaq Composite...
Read MoreBerthel Fisher Insights 9-23-2024
Stocks moved higher last week after the Federal Reserve’s half-point rate cut, bolstered by multiple data points supporting a cooling but still strong economy and decelerating inflation. The Standard & Poor’s 500 Index gained 1.36...
Read MoreBerthel Fisher Insights 9-16-2024
Stocks rallied last week as investors received better-than-expected consumer and producer inflation data. The Dow Jones Industrial Average rose 2.60 percent, while the Standard & Poor’s 500 Index gained 4.02 percent. The Nasdaq...
Read MoreBerthel Fisher Insights 9-9-2024
Stocks fell last week as soft economic data rattled investors focused on the Fed’s next move with interest rates. The Dow Jones Industrial Average lost 2.93 percent, while the Standard & Poor’s 500 Index dropped 4.25 percent. The...
Read MoreBerthel Fisher Insights 9-2-2024
There were mixed results for stocks last week as upbeat economic data and a critical Q2 corporate report shaped the week. The Dow Jones Industrial Average rose 0.94 percent, while the Standard & Poor’s 500 Index increased 0.24 percent...
Read MoreBerthel Fisher Insights 8-26-2024
Stocks notched a solid gain as dovish comments from Federal Reserve officials boosted the market’s recovery from early August lows. The Standard & Poor’s 500 Index rose 1.45 percent, while the Nasdaq Composite added 1.40 percent. The...
Read MoreBerthel Fisher Insights 8-19-2024
Stocks posted solid gains last week, buoyed by robust economic data and constructive comments from Fed officials. The Standard & Poor’s 500 Index rose 3.93 percent, while the Nasdaq Composite gained 5.29 percent. The Dow Jones...
Read MoreBerthel Fisher Insights 8-12-2024
Stocks ended last week with modest losses, masking a volatile five-day trading period that saw investors embrace recession concerns and then dismiss the slow-down talk as speculation as the week progressed. The Dow Jones Industrial...
Read MoreBerthel Fisher Insights 08-05-2024
Stocks fell broadly last week as investors looked past upbeat Fed comments and focused on disappointing corporate reports and weaker-than-expected economic data. The Dow Jones Industrial Average lost 2.20 percent, while the Standard &...
Read MoreBerthel Fisher Insights 7-29-2024
Stocks had a mixed, see-saw week as disappointing corporate reports unsettled investors who appeared to rotate away from some leading groups in favor of other names. The Dow Jones Industrial Average picked up 0.75 percent. Meanwhile,...
Read MoreBerthel Fisher Insights 7-22-2024
Stocks were under pressure last week as investors appeared to rotate out of mega-cap tech stocks and into areas that may benefit from lower interest rates. The Standard & Poor’s 500 Index fell 1.97 percent, while Nasdaq Composite...
Read MoreBerthel Fisher Insights 7-15-2024
Stocks advanced last week as market leadership shifted amid fresh inflation data and quarterly corporate reports starting to roll in. The Standard & Poor’s 500 Index advanced 0.87 percent, while the Dow Jones Industrial Average picked...
Read MoreBerthel Fisher Insights 7-8-2024
Stocks steadily advanced over the holiday week thanks to strength in mega-cap tech issues and encouraging jobs data. The Standard & Poor’s 500 Index rose 1.95 percent, while the Nasdaq Composite Index added 3.50 percent. The Dow Jones...
Read MoreBerthel Fisher Insights 7-1-2024
Stocks finished the last week of June and Q2 mixed as investors digested a fresh round of economic data. The Standard & Poor’s 500 Index slipped 0.08%, while the Dow Jones Industrial Average also dipped 0.08 percent. The tech-heavy...
Read MoreBerthel Fisher Insights 6-24-2024
Stocks edged higher over the four trading days last week, with the three major averages taking turns leading based on various economic and artificial intelligence (AI) news. The Dow Jones Industrial Average rose 1.45 percent–its best...
Read MoreBerthel Fisher Insights 6-17-2024
Stocks notched a solid gain last week, driven by the Fed’s decision, May's inflation report, and Apple’s AI-related news. The Standard & Poor’s 500 Index rose 1.58 percent, while the Nasdaq Composite picked up 3.24 percent. The Dow...
Read MoreBerthel Fisher Insights 6-10-2024
Stocks rose last week despite conflicting stories from economic reports. The Dow Jones Industrial Average inched up 0.29 percent while the Standard & Poor’s 500 Index powered ahead 1.31 percent. The Nasdaq Composite led, picking up...
Read MoreBerthel Fisher Insights 6-3-2024
Stocks edged lower in the final week of May as fresh news on economic growth and inflation failed to inspire investors...
Read MoreBerthel Fisher Insights 5-27-2024
Last week's stock performance was mixed, following investors' reaction to the Fed's May meeting minutes, while a handful of mega-cap tech companies created a buzz with their news...
Read MoreBerthel Fisher Insights 5-20-2024
Stocks notched a solid gain last week in a mega-cap, tech-led rally bolstered by positive inflation news...
Read MoreBerthel Fisher Insights 5-13-2024
Stocks notched a solid gain last week as rate-cut expectations paced the rally as the Q1 earnings season wound down...
Read MoreBerthel Fisher Insights 5-6-2024
Stocks notched a solid gain last week, rallying behind upbeat earnings, a dovish Fed, and mixed economic data...
Read MoreBerthel Fisher Insights 4-29-2024
Stocks staged a choppy comeback last week as investors cheered positive earnings, led by mega-cap tech stocks. The rally came to pass despite fresh data showing a slowing economy and increasing inflationary pressures.
Read MoreBerthel Fisher Insights 4-22-2024
Stocks fell for a third straight week, as Fed Chair Jerome Powell's mixed but upbeat message could not offset the anxiety caused by the Middle East conflict...
Read MoreBerthel Fisher Insights 4-15-2024
Stocks fell last week as investors sorted through conflicting inflation reports and assessed geopolitical tensions...
Read MoreBerthel Fisher Insights 4-8-2024
Stocks dropped last week as investors focused on “what's next” for interest rates after mixed comments from multiple Fed officials.
Read MoreBerthel Fisher Insights 4-1-2024
Stocks were narrowly higher for the week as investors digested mixed economic news about consumer confidence. All three of the major averages posted gains for Q1 2024.
Read MoreBerthel 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...
Read MoreBerthel 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
Conferences have always had ancillary benefits in addition to the content…it’s those white spaces on the agenda where connections are made, and culture is enhanced.
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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