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2_4_24 Weekend Update

2_4_24 Weekend Update

February 4, 2024

Last Week's Stock Market Recap (Jan 22nd - 27th)

Mostly positive performance: Major indices like the S&P 500 and Dow Jones Industrial Average ended the week with gains, while NASDAQ saw even stronger gains. However, small-cap stocks underperformed, falling around 0.8%.

Volatility after Fed meeting: Markets initially dipped after the Federal Reserve meeting on concerns about continued interest rate hikes. However, they largely recovered later in the week.

Strong jobs report: A surprisingly strong January jobs report, with double the expected new jobs added, fueled some market uncertainty about the pace of future rate increases.

Earnings season impact: The busiest week of the fourth-quarter earnings season saw reports from major tech companies, influencing individual stock movements.

Upcoming Earnings Reports (Feb 5th - 9th)

Notable companies reporting (excluding GOOG and META):

  • Tech: Spotify (SPOT), PayPal (PYPL), Shopify (SHOP), Lyft (LYFT)
  • Other: AbbVie (ABBV), PepsiCo (PEP), Ford (F), General Motors (GM), Uber (UBER)
  • Remember: Earnings reports can significantly impact individual stock prices, so pay close attention to companies within your portfolio or of interest.

Upcoming Economic Reports and Events

  • Wednesday, Feb 8th: US Consumer Price Index (CPI) - Inflation data can influence the Fed's monetary policy decisions and impact markets.
  • Thursday, Feb 9th: Initial Jobless Claims - Weekly data on unemployment claims can offer insights into labor market strength.
  • Other potential market movers: Geopolitical events, corporate news, and industry-specific developments.

Important to Remember

  • Past performance is not indicative of future results.
  • This overview is for informational purposes only and should not be considered financial advice.
  • Always do your own research before making any investment decisions.