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Market Updates

Morning Brief

November 12th, 2024

Square version of the Windsor Wealth Planners & Strategists logo.

Headline News:

The S&P 500 futures are down seven points and are trading 0.1% below fair value, the NASDAQ 100 futures are down 31 points and are trading 0.2% below fair value, and the Dow Jones Industrial Average futures are down 50 points and are trading 0.1% below fair value.

Stock futures are lower after another record finish for the major indices yesterday. Treasuries are falling under selling pressure, sending yields higher and keeping buying in check in equities. The 10-yr yield is up five basis points to 4.36%, and the 2-yr yield is up six basis points to 4.31%.

Today’s economic data was limited to the NFIB Small Business Optimism survey, which rose to 93.7 in October from 91.5 in September.

Bitcoin continues to benefit from post-election buying, reaching a high above $89,000 earlier.

(Michael Gibbs, Managing Director, Lead Portfolio Manager)

Markets:

After a four-day rally, the S&P 500 stalled at 6,017.31, and the index remained at the tip of the upper Bollinger Band. The RSI index did not make a new high and has yet to move into the overbought zone. Also, there has not been an 80% up-volume day since the election, so the election bump could be coming to an end. We feel the index needs time to consolidate the recent gains at these levels. There is potential support at 5,936.14, and possible resistance is at 6,017.31. The U.S. ten-year treasury is also near possible support at 4.29%, and investors will be watching the yield closely this week.

We are currently Intermediate-term bullish and short-term bullish.

 

John N. Lilly III CPFA
Accredited Portfolio Management Advisor℠
Accredited Asset Management Specialist℠
Portfolio Manager, RJFS
Partner, DJWMG
Windsor Wealth Planners & Strategist

 

Futures trading is speculative, leveraged, and involves substantial risks. Investing always involves risk, including the loss of principal, and futures trading could present additional risk based on underlying commodities investments.

 

The Relative Strength Index (RSI), developed by J. Welles Wilder, is a momentum oscillator that measures the speed and changes of price movements.

 

The percentage of stocks trading above a specific moving average is a breadth indicator that measures internal strength or weakness in the underlying index. The 50-day moving averages are used for short-to-medium-term timeframes, while the 150-day and 200-day moving averages are used for medium-to-long-term ones. Signals can be derived from overbought/oversold levels, crosses above/below 50%, and bullish/bearish divergences.

 

 

The Dow Jones Industrial Average (DJIA), commonly known as “The Dow,” is an index representing 30 stocks of companies maintained and reviewed by the editors of the Wall Street Journal. The Russell 2000 Index measures the performance of the 2,000 smallest companies in the Russell 3000 Index, which represents approximately 8% of the total market capitalization of the Russell 3000 Index.

 

 

 The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Past performance may not be indicative of future results. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investors’ results will vary. Opinions expressed are those of the author, John N. Lilly III, and not necessarily those of Raymond James. “There is no guarantee that these statements, opinions, or forecast provided herein will prove to be correct. “The information contained was received from sources believed to be reliable, but accuracy is not guaranteed. Investing always involves risk, and you may incur a profit or loss. No investment strategy can guarantee success. The charts and/or tables presented herein are for illustrative purposes only and should not be considered as the sole basis for your investment decision. International investing involves special risks, including currency fluctuations, different financial accounting standards, and possible political and economic volatility. Investing in emerging markets can be riskier than investing in well-established foreign markets. 

This is not a recommendation to buy or sell any company’s stock mentioned above.

 

US government bonds and treasury bills are guaranteed by the US government and, if held to maturity, offer a fixed rate of return and guaranteed principal value.  US government bonds are issued and guaranteed due to the federal government’s timely principal and interest payment.  Bond prices and yields are subject to change based on market conditions and availability. If bonds are sold prior to maturity, you may receive more or less than your initial investment. Holding bonds to term allows redemption at par value. There is an inverse relationship between interest rate movements and bond prices. Generally, when interest rates rise, bond prices fall, and when interest rates fall, bond prices generally rise.

The Nasdaq 100 (^NDX) is a stock market index made up of 103 equity securities issued by 100 of the largest non-financial companies listed on the NASDAQ. It is a modified capitalization-weighted index. It is based on exchange and not an index of U.S.-based companies. 

The Russell 2000 Index is a stock market index that measures the performance of the 2,000 smaller companies included in the Russell 3000 Index. It is managed by London’s FTSE Russell Group and is widely regarded as a bellwether of the U.S. economy because it focuses on smaller companies that focus on the U.S. market.

 

 

 

 

 

 

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