Understand the big picture with Allio’s timely, in-depth analysis on how the macroeconomic environment impacts your money.
By Mike Zaccardi, CFA, CMT
April 22, 2024
Sector Performance Review: Winners and Losers Amidst Market Correction
Delve into the performance of different sectors amidst the market correction, highlighting winners like Utilities and Consumer Staples, and losers such as Information Technology. Understand the dynamics shaping sectoral trends in the current market environment.
By Mike Zaccardi, CFA, CMT
April 15, 2024
Inflationary Pressures Persist: Analyzing CPI and PPI Data Trends
Stay informed about key economic indicators set to be released this week, including Retail Sales, Housing Indicators, and Industrial Production. Gain insights into their potential impact on market direction.
By Mike Zaccardi, CFA, CMT
April 8, 2024
Growth Optimism vs. Fed Fears: A Macro Perspective
Get ready for a data-heavy week as markets gear up for crucial inflation indicators. Discover how CPI and PPI data releases could impact market sentiment and investor outlook amid ongoing economic uncertainties.
By Mike Zaccardi, CFA, CMT
April 1, 2024
Riding the Wave: Highlights from Last Week's Market Performance
Dive into the latest market update, exploring sector performances and economic indicators while forecasting the week ahead.
By Mike Zaccardi, CFA, CMT
March 25, 2024
Global Policy Shifts: Bank of Japan Raises Rates, Impact on Markets
Discover how a dovish Fed meeting and robust economic data fueled a significant stock market rally, offering insights into current market trends and investor sentiment.
By Mike Zaccardi, CFA, CMT
March 18, 2024
Oil's Ascension: Consequences for Consumers and Investors
Brace for the impact of rising oil prices and their correlation with market movements, alongside an examination of evolving investor sentiment amidst fluctuating economic conditions.
By Mike Zaccardi, CFA, CMT
March 11, 2024
Investor Insights: S&P 500 Consolidates, Focus Shifts to CPI, Retail Sales, and Earnings
Catch up on the week's market developments: Defensive sectors lead, political landscape influences sentiment, and earnings season heats up.
By Mike Zaccardi, CFA, CMT
March 4, 2024
Market Momentum Continues: Stocks, Bonds, and Commodities Up
Stay ahead of the curve with our market recap: stocks surge, bonds gain, and commodities rise in February.
By Mike Zaccardi, CFA, CMT
February 26, 2024
Record-Breaking Week: NVDA Soars, Stocks Hit All-Time Highs
Get insights into the market surge fueled by NVDA's remarkable earnings, marking a historic week for stock investors
By Mike Zaccardi, CFA, CMT
February 20, 2024
From Tech Slumps to Sector Surges: Unpacking Last Week's Stock Market Trends
Unpack the market's response to last week's economic reports and inflation data. Stay informed about the factors influencing stock movements and investor confidence.
By Mike Zaccardi, CFA, CMT
February 12, 2024
Bullish Sentiment Sweeps Wall Street: Stocks Surge, Nasdaq Hits New Heights
Dive into the latest surge in stocks as the Nasdaq leads the charge, propelled by bullish sentiment and a rebound in CEO confidence amid earnings season.
By Mike Zaccardi, CFA, CMT
February 5, 2024
Navigating Volatility: Stocks Surge as Interest Rates Drive Market Dynamics
Explore the latest market insights as the S&P 500 edges closer to the symbolic 5,000 mark amidst robust earnings and economic data. Discover how interest rates' fluctuations drive market dynamics in this comprehensive update.
By Mike Zaccardi, CFA, CMT
January 29, 2024
Global Markets Take Center Stage: Navigating Overseas Opportunities Amidst US Economic Buzz
Dive into the potential of overseas markets, uncovering opportunities beyond the US, and consider the strategic advantages of diversification for a well-rounded investment portfolio.
By Mike Zaccardi, CFA, CMT
January 22, 2024
AI Fervor Propels S&P 500 to Record Highs
Fueled by AI excitement, the S&P 500 achieved unprecedented highs, accompanied by robust performances from tech giants like NVIDIA and Taiwan Semiconductor.
By Mike Zaccardi, CFA, CMT
January 16, 2024
Tech Titans Surge, Bonds Boom, S&P 500 Hits Highs
Can the unstoppable rise of Big Tech sustain the S&P 500's record-breaking momentum?
By Mike Zaccardi, CFA, CMT
January 8, 2024
Market Jitters: Stocks Falter as 2024 Begins
Stocks faced a shaky start to 2024. Rising bond yields, a tech sell-off, & cautionary labor market signals added to the market's uncertainty, setting the stage for a challenging beginning to the year.
By Mike Zaccardi, CFA, CMT
January 2, 2024
Charting the Course for 2024: 2023 Ends with a Bang, Setting the Stage for New Opportunities
As investors head into 2024, the macroeconomic landscape hints at optimism with strong historical indicators, but potential risks loom.
By Mike Zaccardi, CFA, CMT
December 26, 2023
Jolly Markets & Bullish Tidings: Navigating the Santa Claus Rally and a Glimpse into 2024
Amidst a festive market surge, stocks closed higher for the eighth consecutive week, heralding the onset of the Santa Claus Rally.
By Mike Zaccardi, CFA, CMT
December 18, 2023
Magnificent Seven's Weekly Triumph Extends Historic Streak, but Fed's Discord Raises Questions for 2024
The Fed's internal discord on rate cuts injects uncertainty into the 2024 outlook, prompting investors to tread cautiously.
By Mike Zaccardi, CFA, CMT
December 11, 2023
Stocks Soar, Bonds Rally, and the Jobs Report Boosts Holiday Spirits
Stocks extended their winning streak, bonds continued their rally, and a surprisingly positive jobs report painted a rosy picture for the economy.
By Mike Zaccardi, CFA, CMT
December 4, 2023
December Delights: Stocks Hit YTD Highs, Consumer Spending Surges
As December begins, all eyes are on key economic indicators, earnings reports, & the consumer's role in sustaining the market's positive momentum.
By Mike Zaccardi, CFA, CMT
November 27, 2023
Stocks Surge, Setting the Stage for a November to Remember
Stocks celebrate a fourth straight week of gains, but Wall Street's skepticism looms large as professionals remain cautious amid the surge.
By Mike Zaccardi, CFA, CMT
November 20, 2023
Markets Surge as November Rebound Continues
Small & mid-cap stocks shine, the dollar falters, and a surprising dip in inflation prompts markets to soar.
By Mike Zaccardi, CFA, CMT
November 13, 2023
Tech Takes the Lead: Nasdaq Surges, CPI & Retail Sales in the Spotlight
Mega-cap tech stocks dominated as the Nasdaq soared to its best close since August, leading the S&P 500 to a 2nd consecutive weekly climb.
By Mike Zaccardi, CFA, CMT
November 6, 2023
Bulls Celebrate Best Week in Months
Stocks stormed higher as interest rates took a big fall, with the S&P 500 and Nasdaq posting impressive gains.
By Mike Zaccardi, CFA, CMT
October 30, 2023
Navigating a Resilient Consumer & Shifting Financial Trends
Last week, the steadfastness of the American consumer and geopolitical influences on inflation expectations took center stage.
By Mike Zaccardi, CFA, CMT
October 23, 2023
Stocks Fall, Interest Rates Rise, and Gold Soars in Another Tough Week for Investors
In a tumultuous week for the financial world, stocks experienced a sharp decline, bond yields surged, and gold prices soared.
By Mike Zaccardi, CFA, CMT
October 10, 2023
October's Market Rollercoaster: Tech Soars, Commodities Plunge, and Earnings Season Takes Flight
Amidst rising yields & geopolitical tensions, investors are cautiously eyeing the market as the year's most volatile month unfolds.
By Mike Zaccardi, CFA, CMT
October 3, 2023
Stocks in the Red, Gold Under Pressure, and What Lies Ahead
Stocks in the Red, Gold Under Pressure, and What Lies Ahead
By Mike Zaccardi, CFA, CMT
September 26, 2023
Fed's Hawkish Hold and Rising Real Yields Shake Markets
Stocks faced their worst week since March and the Federal Reserve's hawkish stance shook investor confidence.
By Mike Zaccardi, CFA, CMT
September 19, 2023
Stocks Hold Steady Amidst Inflation Fears and Labor Disputes
In a week marked by inflation concerns and labor disputes, the stock market remains resilient, with the S&P 500 showing little change.
By Mike Zaccardi, CFA, CMT
September 12, 2023
Stars Amid Cloudy Skies: The Fed's Balancing Act, and Economic Signals Ahead
Last week’s market rebound, the Fed’s nuanced messaging, and the complex interplay between growth, inflation, and interest rates.
By Mike Zaccardi, CFA, CMT
September 12, 2023
Market Turbulence: Apple's Fall, China's Iron Grip, and Economic Jitters
Apple's steep decline and mounting geopolitical tensions, particularly with China, underscore the challenges facing equities.
By Mike Zaccardi, CFA, CMT
September 5, 2023
September Showdown: Battle of Bulls and Bears
Amidst a late-summer rally, labor market cooling, and a tug-of-war between bulls and bears, September emerges as a potential showdown month.
By Mike Zaccardi, CFA, CMT
August 22, 2023
Navigating Volatility: Markets React to Rising Rates, China Woes, and Fed Anticipation
Markets faced a turbulent week as stocks extended losses amidst rising bond yields and concerns over China's property market.
By Mike Zaccardi, CFA, CMT
August 19, 2023
Home Ownership Still Beats Renting for Gen Z: Navigating the Changed Landscape of Home Affordability
Here’s why homeownership still beats renting for Gen Z. Despite rising home prices & interest rates, long-term benefits outweigh the costs.
By Raymond Micaletti, Ph.D.
August 15, 2023
Summer Swoon: Rising Rates, and Retail Resilience
Amid the summer's market fluctuations, stocks experienced a retreat, led by rising interest rates and a shift in sector momentum.
By Raymond Micaletti, Ph.D.
August 8, 2023
Fitch Slap!
Market turmoil strikes as Fitch delivers a stunning credit rating downgrade to the US, sending shockwaves through both stock & bond markets.
By Raymond Micaletti, Ph.D.
August 1, 2023
Inflation Eases, Stocks Surge, & GDP Growth Impresses. Can the Summer Rally Last?
Stocks continue to surge, marking their third consecutive week of gains amid the ongoing summer rally.
By Raymond Micaletti, Ph.D.
July 25, 2023
Summer Soars as Markets Sizzle: Stocks, Commodities, and Central Banks Take Center Stage
Get ready for an eventful summer as stocks dance around record highs, commodities surge, and central banks navigate uncertainties.
By Raymond Micaletti, Ph.D.
July 18, 2023
Economic Optimism Soars as Stocks Surge and Inflation Cools: A Closer Look at the Market's Bull Run and What Lies Ahead
Investors are eagerly eyeing earnings and the Fed's upcoming rate decision for further cues on the market's trajectory.
By Raymond Micaletti, Ph.D.
July 11, 2023
Stocks Dip, Real Estate Surges, and Earnings Season Begins
Stocks faced a modest decline as rising interest rates raised concerns about the Fed’s future actions.
By Raymond Micaletti, Ph.D.
July 4, 2023
Strong First-Half Finish Ignites Market Optimism: Tech Stocks Surge, Small Caps Outperform, and Real Estate Soars
The first half of 2023 defied Wall Street's bearish forecasts, with tech stocks surging and small caps outperforming.
By Raymond Micaletti, Ph.D.
June 27, 2023
Will Renewed Geopolitical Jitters Cool Investor Sentiment? Spotting Risks Ahead.
Renewed geopolitical jitters, highlighted by recent events in Russia, raise concerns about investor sentiment and market stability.
By Raymond Micaletti, Ph.D.
June 20, 2023
Bulls Strut Their Stuff in a Macro Data-Heavy Week, FOMO Forges Forward
Stocks rise to new highs as the Fed holds off on rate hikes. Concerns about a potential market correction emerge amidst the FOMO frenzy.
By Raymond Micaletti, Ph.D.
June 13, 2023
Stocks Surge on Upbeat Economic Data and Real Estate Rebound, Fed Takes Cautious Stance
In a week dominated by positive economic data and a rebound in the real estate sector, stocks surged to new highs.
By Raymond Micaletti, Ph.D.
June 13, 2023
Bulls Assert Their Influence Ahead of a Data-Heavy Week and 3 Central Bank Decisions
While last week saw small gains & low volatility, this week's economic reports & central bank meetings may shake up the market's tranquility
By Raymond Micaletti, Ph.D.
June 6, 2023
Tech Stocks Soar as NVIDIA Hits $1 Trillion Market Cap; Real Estate Stumbles
Tech stocks, particularly NVIDIA, led the market higher last week, with the NASDAQ Composite gaining 2.5%.
By Joseph Gradante, Allio CEO
June 3, 2023
Advanced
The Great Reset: What It Is & How Your Financial Goals May Be Impacted
How the Great Reset could bring about opportunities and risks when it comes to your long-term investing plan.
By Raymond Micaletti, Ph.D.
June 3, 2023
Geopolitical Impacts on the Energy Market
As individual investors, what can be done to mitigate the risks and even capitalize on geopolitical uncertainty?
By Raymond Micaletti, Ph.D.
June 3, 2023
Why Having a Macro Portfolio is the Right Way to Protect Your Money in Uncertain Times
In uncertain economic times a portfolio designed to weather macro volatility is paramount to protect your money.
By Raymond Micaletti, Ph.D.
June 3, 2023
Why 21st-Century Markets Won’t Look Like the 20th Century’s
Why investors need a tactical portfolio that can take advantage of technological breakthroughs in this 4th leg of the industrial revolution.
By Raymond Micaletti, Ph.D.
June 3, 2023
How to Diversify Your Money in a Hawkish, Inflationary Environment
Allio's focus: making appropriate investments in sectors that should do well in this hawkish, high inflationary monetary environment.
By Raymond Micaletti, Ph.D.
May 23, 2023
Tech Stocks Dominate Market Rally as AI Trade Fuels Growth
Tech-heavy growth stocks dominated the market last week, with mega-cap tech companies expected to benefit the most from the scaling of AI.
By Raymond Micaletti, Ph.D.
May 18, 2023
Navigating Volatility: Market Recap, Growth vs. Value Trade, and Consumer Concerns
Stocks remained stagnant last week as earnings season neared its end. Is the market just waiting for the next big macro catalyst?
By Raymond Micaletti, Ph.D.
May 9, 2023
Bulls & Bears in Unprecedented Slugfest as Pre-Election Year Strength Meets Waning Momentum
The bulls and bears are in an unprecedented slugfest as pre-election year strength meets waning momentum.
By Raymond Micaletti, Ph.D.
May 9, 2023
Stocks React to Fed Rate Hike, Apple Boosts Tech Sector, & Regional Banking Concerns Emerge
Market recap: Stocks lower following fed rate hike, strong jobs report; Apple boosts tech stocks; gold threatens all-time highs.
By Raymond Micaletti, Ph.D.
May 2, 2023
Tech Stocks Lead the Way as Market Recovers, Real Estate Rallies & Oil Slips
Tech stocks lead the way to cap off April. With positive earnings reports & technical movements, investors are cautiously optimistic.
By Raymond Micaletti, Ph.D.
April 26, 2023
A Bullish Near-Term Backdrop: Eyeing Seasonality, Breadth, and Positioning
The tactical backdrop for equities remains solid. But at Allio, we take an independent look at the drivers of the market going forward.
By Raymond Micaletti, Ph.D.
April 11, 2023
Bears Caught Offsides to Start 2023. What Will the Second Quarter Hold?
Institutions have stepped up their buying in 2023. But all eyes remain on how the Fed navigates a volatile banking landscape.
By Raymond Micaletti, Ph.D.
April 4, 2023
The SVB Financial Collapse: How It Unfolded & What We See Ahead
Risk happens fast in financial markets. Here's how the collapse of Silicon Valley Bank unfolded and what it means for your money.
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