by Clearview Wealth Solutions | Sep 1, 2021 | Recent Commentary
Fed Chair Powell’s speech last Friday at the Jackson Hole economic policy symposium is key for investors to gauge short and intermediate-term monetary policy. The bottom line is that easy monetary policy will remain for some time to come. The large number of...
by Clearview Wealth Solutions | Aug 2, 2021 | Recent Commentary
This quarter’s corporate earnings reports have been stellar. With about 40% of S&P 500 companies having now reported, 91% beat analyst expectations, the highest level on record according to Refinitiv. But that doesn’t mean their stock prices rose as a...
by Clearview Wealth Solutions | Jul 12, 2021 | Recent Commentary
Technology stocks are back. After underperforming the broader market since last October, they sprang to life in June and early July. Inflation fears have cooled which have sent rates lower, and the economy may be experiencing peak growth before the inevitable...
by Clearview Wealth Solutions | Jun 3, 2021 | Recent Commentary
The booming economy will be a tailwind for corporate revenue while much of the pandemic-era cost cutting remains in place, boosting profit margins. In fact, the S&P 500 components’ forward net profit margins stand at a record-high 12.8%, according to Yardeni...
by Clearview Wealth Solutions | May 4, 2021 | Recent Commentary
Since the start of April, 87% of reporting companies have topped EPS forecasts, 75% have exceeded sales forecasts, 16% have raised guidance, and just 2% have lowered forecasts. Overall, S&P 500 earnings growth is currently on pace to total 44% in the first...
by Clearview Wealth Solutions | Apr 6, 2021 | Recent Commentary
Broad participation in the stock market is indicative of a healthy bull market. Currently all eleven sectors are comfortably above their 50-day moving average which is a sign of healthy breadth across the market spectrum. Also, even though every sector is above its...
