Weekly Market Commentary

June 24, 2024 | SMN Research

SMN Financial explores artificial intelligence, its expected impact on the stock market, and investing in disruptive technologies.

June 17, 2024 | SMN Research

SMN Financial’s Chief Fixed Income Strategist, Lawrence Gillum, explores the Treasury market's response to recent economic data releases and central bank meetings.

June 10, 2024 | SMN Research

SMN explores how Indian Prime Minister Modi's recent election victory may impact the country's economy and its status as a global investment destination.

June 03, 2024 | SMN Research

SMN explores takeaways from an unseasonably strong May, the technical and seasonal setup for stocks into June, and highlights recent sector changes.

May 28, 2024 | SMN Research

SMN Research explores Q1 earnings season with S&P 500 earnings per share up nearly 7% despite a big loss from Bristol Myers Squibb.

May 20, 2024 | SMN Research

SMN Research explores the real estate market and an economy that is less sensitive to interest rate policy in a post-pandemic economy.

May 13, 2024 | SMN Research

SMN Research explores the preferred securities market and how they may be an attractive option for income-oriented investors.

May 06, 2024 | SMN Research

SMN Research explores how stocks perform during prolonged Fed pause periods.

April 29, 2024 | SMN Research

SMN explores what first quarter GDP, the Fed’s preferred inflation measure, and a barrage of earnings news mean for the Fed and markets going forward.

April 22, 2024 | SMN Research

SMN Research examines the return of market volatility as the narrative has shifted toward a higher for longer monetary policy backdrop.

April 15, 2024 | SMN Research

SMN explores the energy space, highlighting oil’s geopolitical risk amid an improving supply/demand backdrop, and how rate cuts could benefit the space.

April 08, 2024 | SMN Research

SMN previews first quarter earnings season, which will be driven by an improving economic environment and significant impact from the technology sector.

April 01, 2024 | SMN Research

SMN Research explores IPO market trends and what a recent uptick in activity could mean for stocks.

March 25, 2024 | SMN Research

SMN Research discusses strategic and tactical investment processes and recaps their recent strategic asset allocation change.

March 18, 2024 | SMN Research

SMN Research previews a busy week for central banks, including the Federal Reserve and the Bank of Japan, and what it could mean for interest rates.

March 11, 2024 | SMN Research

SMN Research discusses gold rallying to a record high, how global central bank demand has been a key catalyst, and how gold-related ETFs could provide support.

March 04, 2024 | SMN Research

SMN Research explores a solid Q4 earnings season powered by the Super Six and resilient profit margins, helping to support elevated stock valuations.

February 26, 2024 | SMN Research

SMN Research examines the rebound in share buybacks on the back of a resilient U.S. economy, easing inflation pressures, and expected interest rate cuts.

February 20, 2024 | SMN Research

SMN Research examines the Treasury market to discover who is buying Treasury securities in the absence of the Fed and why it’s important for markets.

February 12, 2024 | SMN Research

SMN Research discusses its upwardly revised economic growth forecast for 2024 and how fiscal stimulus may provide some support.

February 05, 2024 | LPL Research

SMN discusses the likelihood the stock market's gains in January will translate into a positive 2024 for stocks and whether the S&P 500 has come too far too fast.

January 29, 2024 | SMN Research

SMN Research discuss several different stock valuation approaches and even make the case that they aren’t as pricey as they look.

January 22, 2024 | SMN Research

SMN Research examines supply chain issues today compared to the pandemic and discusses whether they will alter the Fed’s plans to cut interest rates in 2024.

January 16, 2024 | SMN Research

SMN Research previews fourth quarter earnings season highlighting the importance of the magnificent seven, outsized cuts to estimates, and profit margins.

January 08, 2024 | SMN Research

SMN Research explores the expectations for post-pandemic China and provides updated thoughts on investing in China and emerging markets.

January 02, 2024 | SMN Research

SMN Research reflects back on 2023 and the key lessons learned from a challenging but impressive year for stocks.

December 18, 2023 | SMN Research

SMN Research highlights key themes underlying our stock market outlook for 2024 and discusses possible upside scenarios.

December 11, 2023 | SMN Research

SMN Research discusses the challenge that a fragmented OPEC+ cartel faces in supporting oil in an oversupplied market with lackluster growth in China.

December 11, 2023 | SMN Research

SMN Research discusses the challenge that a fragmented OPEC+ cartel faces in supporting oil in an oversupplied market with lackluster growth in China.