WENTZ WEEKLYWentz Financial2022-04-06T18:51:56-04:00

February 2022

2/22/22 Geopolitical and Fed Uncertainty

2/14/22 With Higher Inflation, Is the Fed Behind the Curve?

2/7/22 Job Growth Continued in January Despite Omicron

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2022

January

1/31/22 Fed Uncertainty

1/24/22 S&P 500 in Correction… Thoughts on the Markets

1/18/22 Will Profit Growth Continue to Support Valuations?

1/10/22 Quantitative Tightening On the Horizon

1/3/22 Another Record Year, But Weakness Beneath The Surface

February

2/22/22 Geopolitical and Fed Uncertainty

2/14/22 With Higher Inflation, Is the Fed Behind the Curve?

2/7/22 Job Growth Continued in January Despite Omicron

2021

January

1/25/21 Strong 4th Quarter Earnings, So Far

1/19/21 The American Rescue Plan

1/11/21 Democrats Complete Blue Sweep

1/4/21 Senate Majority Up for Grabs

February

2/22/21 One Year Later

2/16/21 Fourth Quarter Earnings Continue to Impress

2/8/21 Budget Reconciliation Speeds up Stimulus Package

2/1/21 Historic Short Squeeze

March

3/29/21 Up Next: Infrastructure Spending Plan

3/22/21 The Steepening Yield Curve

3/15/21 Easing Inflation Concerns, For Now...

3/8/21 The American Rescue Plan Finalized

3/1/21 U.S.Savings Rate Surges Again

April

4/26/2021 Biden to Propose Capital Gains Tax Increase

4/19/2021 Strong March Retail Sales

4/12/2021 First Quarter Earnings Kick Off This Week

4/5/2021 Consumer Confidence Surges in March

May

5/24/2021 AT&T Exits Big Bet on Media

5/17/2021 Inflation Expectations Edge Higher

5/10/2021 April Employment Report Better than Headlines Suggest

5/3/2021 President Biden Proposes “American Families Plan”

June

6/28/2021 Infrastructure Proposal Approved, Unlikely to Pass

6/21/2021 Fed Delivers More Hawkish Tone

6/14/2021 Federal Open Market Committee Meeting Preview

6/7/2021 Goldilocks May Employment Report

6/1/2021 Historic First Quarter Earning Season

July

7/26/2021 Covid’s Comeback, Will it Threaten the U.S. Recovery?

7/19/2021 Retail Sales Shine, But How Much Is Inflation Related?

7/12/2021 Second Quarter Earnings Season Preview

7/6/2021 Job Gains Accelerate in June, First Half 2021 Ends Strong

August

8/30/21 Powell Signals Tapering By Year End

8/23/21 Backlogs Building In U.S. Ports

8/16/21 S&P 500’s 48th Record Close of the Year, What Happens from Here?

8/2/2021 Above Trend Economic Growth To Continue

September

9/27/21 Fed Meeting Recap – Higher Rates Sooner?

9/20/21 Will Higher Input Costs Squeeze Company Profits?

9/13/21 Stocks Pause as Economists Cut Growth Forecasts

9/7/21 Social Security Reserves Now to be Depleted by 2034

October

10/25/21 Shortages… How Will The Fourth Quarter Be Impacted?

10/18/21 Social Security Benefits See Largest Increase Since 1982

10/11/21 Third Quarter Earnings Preview

10/4/21 Stocks Hit A Wall of Worries

November

11/29/21 Black Friday Brings More Shoppers to Stores (And a New Covid Variant)

11/22/21 October Retail Sales Suggest Solid Start to Holiday Shopping

11/15/21 Jobs Are Open, But Where Are the Workers???

11/1/21 Companies Exceeding Expectations Despite Rising Costs/Supply Chain Issues

December

12/27/21 The Santa Claus Rally

12/20/21 Resetting Expectations

12/6/21 Volatility Picks Up As Powell Turns More Hawkish

12/13/21 Supply Chain Issues, Bottlenecks, and Inflation. What it Means for Fed Policy

2020

January

1/27/20 - The Coronavirus Adds Economic Uncertainty

1/21/20 - U.S. & China Phase One Trade Deal in the Books

1/13/20 - Tensions on the Rise in the Middle East

1/6/20 - Geopolitical Uncertainties on the Rise as We Head Into the New Year

February

2/27/20 - Market Impact from the Coronavirus

2/10/20 - The Jobs Report, Coronavirus Impact, and More

2/2/20 - The Coronavirus, the Fed, Earnings and more

March

3/30/20 - Stimulus Bill Signed into Law Unemployment Claims Skyrocket

3/26/20 - Phase 3 Fiscal Stimulus Set for Approval

3/16/20 - Historic 11 Year Bull Market Ends

3/9/20 - Markets Finish A Volatile Week Positive

3/3/20 - Coronavirus Induced Market Correction

April

4/27/20 - Congress Approves Another $484 Billion of Funding

4/20/20 - Opening Up America Again

4/6/20 - Is Another OPEC Oil Supply Cut on the Horizon?

4/13/20 - Fed Expands Lending by Another $2.3 Trillion

May

5/26/20 U.S. China Tensions Heating Up

5/18/20 Hopeful for a Vaccine

5/11/20 Reopening America

5/4/20 FDA Gives the Green Light for Gilead’s Remdesivir

June

6/29/20 Reopening Plans Being Challenged

6/22/20 Markets End Another Volatile Week Higher

6/15/20 Markets Pullback After Fed Meeting

6/9/20 It’s Official: U.S. Enters Recession

6/8/20 May’s Employment Report Boosts Markets Higher

6/1/20 Markets Remain Resilient, Climb Higher

July

7/27/20 China Tensions Rise, Again

7/20/20 Congress to Prioritize New Stimulus Bill

7/13/20 More Layoffs Ahead

7/6/20 Onto the Second Half...

August

8/31/20 Average Inflation Targeting

8/24/20 What Bear Market? S&P 500 Back at Highs

8/17/20 S&P 500 Inches Closer To Record Highs

8/10/20 Deadlock in Congress Forces Executive Action

8/3/20 Mega Cap Tech Companies Dominate Earnings

September

9/28/20 Uptick in Covid Cases Sparks Second Wave Fears

9/21/20 Fed Signals Lower Rates for Longer

9/14/20 TikTok’s “Trusted Tech Partner”

9/8/20 August Rally, September Pause?

October

10/26/20 Positive Earnings Struggle To Boost Markets

10/19/20 Strong Consumer Despite Ongoing Pandemic

10/12/20 The Fiscal Stimulus Rollercoaster

10/5/20 All Eyes on President Trump

November

11/30/20 Dow 30,000

11/23/20 Small Cap Stocks Lead Market Rally

11/16/20 Vaccine Progress Sparks Rotation

11/9/20 Election Results: Dividend Government, Stocks Rally

11/2/20 Election Time

December

12/28/20 The Santa Claus Rally

12/21/20 Congress Agrees On Stimulus Package

12/14/20 Vaccine Rollout Underway, Stocks Continue Rotation

12/7/20 Bad News is Good News

2019

December

12/23/19 - Politics Proving to be a Tailwind Heading into Year-End

12/16/19 - U.S. Strikes a “Phase One” Trade Agreement with China

12/10/19 - Strong Job Gains, Trade Drama, and more...

12/2/19 - An Update from Powell, M&A Monday, Stronger U.S. Growth and more...

November

11/25/19 - The Strengthening Housing Market, Improving Manufacturing Conditions and More...

October

10/14/19 - Is the U.S. Closer to a Trade Agreement with China?

10/7/19 - The Quickly Approaching Brexit Deadline, Weakening Manufacturing Data, the September Employment Report and more...