Podcast
Separating the Signal from the Noise
Will Simpson
January 24, 2025
There was a lot of noise in the media this week with the start of Trump 2.0.
The increase in headlines is clearly driving some market activity, good and bad. We are sticking to our process, following our signals and tuning out the noise.
Our indicators have become more positive so we have been deploying and investing money for clients in a more neutral or yellow light environment.
We saw some strong growth in the global markets this week. The S&P 500 reached a record high on Thursday, closing at 6,118, before moving a bit lower today. The Nasdaq Composite dropped 0.7% on Friday but managed to stay in positive territory for the week. The major growth came from international markets this week with Japan climbing 3.5%, and Europe popping 2.9%.
This week, the U.S. energy sector dipped -3.2%, while crude oil prices slid over 4%. The downturn was largely influenced by President Trump’s recent push for OPEC to increase production and lower prices, aiming to pressure Russia amid the Ukraine conflict. Investors reacted swiftly, anticipating increased supply and its potential impact on domestic producers. Beyond the energy sector, all others were in the green for the week.
Please reach out if you have any questions and would like to discuss your investment strategy and financial plan.
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Best,