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Amazon Effect Impacts Pharmacy & Delivery Stocks

Diana Linn, client service associate at Adviser Investments, has the market analysis for Thursday, June 28. We saw solid gains across the board today, led largely by the telecom sector. Conversely, the “Amazon Effect” continued to impact pharmacy and delivery stocks—with Rite Aid, Walgreens and CVS down 11%, 10% and 6%, respectively, and UPS and Fedex both down 2%. On the horizon: A look at consumer health as gauged by personal income, spending and savings data.

Threat of Headline-Based Fear & Market Pullback Rises

Jim Lowell, chief investment officer at Adviser Investments, spoke with CNBC’s “Street Signs” host Martin Soong. Jim encourages investors in our current late stages of this long and beneficial bull market to carefully consider objectives, income needs and risk tolerance. Although economic data and fundamentals suggest we may have more growth ahead, the probability of some sort of market pullback related to headline-based fear has risen.

Opinion, Not Knowledge, Fuels Stock Market Panic

Adviser Investments’ Chief Investment Officer Jim Lowell joined Bloomberg Market’s Carol Massar and Cory Johnson on “Coast to Coast” to discuss market concerns and economic growth. Lowell suggests investors should remain attentive and try to enjoy the slow pace of growth we are currently experiencing. Despite ongoing trade-war fears, earnings, economic data and relatively low interest rates remain encouraging. Lowell notes that opinion, not knowledge, fuels panic and potential market unrest. He emphasizes that, for this reason, Adviser Investments’ portfolios always run with “shock absorbers” to navigate challenging moments in market cycles.

Tech Stocks Down; Energy Sees Gains

Rick Winters, vice president at Adviser Investments, has the market analysis for Wednesday, June 27. All markets closed down despite gains early in the day. Large-cap technology and internet stocks saw losses; however, energy stocks gained with crude prices up 3.2%. That’s more than $72 per barrel and the highest level seen since 2014. Winters explains that we have been in a 10% high-to-low trading range over the last six months or so—largely the result of investor uncertainty related to trade policy, inflation and interest rates. In terms of economic indicators, both durable goods and pending home sales were down 0.6% in May.

Markets Back on Winning Side | Oil Prices Strong

Senior Vice President Chris Keith has the market analysis for Tuesday, June 26. Markets were back on the winning side as the Dow Jones Industrial Average, the S&P 500 and the NASDAQ Composite all posted modest gains. The lift was due to investors refocusing away from the trade war, turning their attention to strong oil prices—thanks in part to sanctions on Iran—and a good earnings report from home-builder Lennar Corp. Additionally, new data show that home prices nationwide rose 6.4% year-over-year in April. In other news, GE’s stock is up after the announcement that the company will spin-off its health care, oil and gas divisions as part of a major restructuring.

Markets Sink on Trade-War Tensions

Charlie Toole, vice president at Adviser Investments, has the market analysis for Monday, June 25. Markets sold off, with drops over 1% for all major indices. Harley-Davidson stock fell 6% on news of a plan to shift some production overseas in response to tariffs, which will ultimately add about $2,000 in production costs to every motorcycle—cutting into profits. In positive news, new data show that new-home sales were up 14% month-to-month in May. This is a sign that the U.S. consumer is still in a good place. Additionally, Campbell’s Soup is potentially up for sale, with Kraft Heinz and General Mills as possible suitors.

Banks clear the Fed’s doomsday stress test

Adviser Investments’ Chief Investment Officer Jim Lowell has the market analysis for Friday, June 22.  The Dow ended the trading week by breaking its eight-day losing streak with a fractional gain. The S&P 500 index also finished the day in positive territory. Meanwhile, the NASDAQ was down 20 points for the day (a 0.3% decline). After OPEC announced its member nations would increase production, the price of oil rose to its highest level since 2016. In other market news, banks cleared the Fed’s doomsday stress test, a sign that the U.S. financial system is in good health.

Online retailers slide on Supreme Court decision

Chris Hagan, vice president at Adviser Investments, has the market analysis for Thursday, June 21. Major online retailers like Overstock, Wayfair and Amazon were all down following the Supreme Court’s latest tax ruling, which could force retailers to charge sales tax for internet purchases. Auto stocks also sold off due to fears of tariffs on European cars. In other market news, Kroger’s stock was up 10%, thanks largely to strong first-quarter earnings, including a 66% increase in online sales from new offerings like food delivery.

GE stock slides after being booted from Dow

Megan Higgins, manager at Adviser Investments, has the market analysis for Wednesday, June 20. Shares were up more than 7.5% for 21st Century Fox. Technology and media stocks nudged the S&P 500 higher and pushed the NASDAQ to a record high. In other news, Walgreens will take GE’s spot in the Dow Jones Industrial Average. GE’s stock price has fallen more than 80% since the early 2000’s. Times have changed since the Dow was first created, and sectors like consumer goods, health care and finance continue to grow while industrials aren’t as relevant. Replacing GE with Walgreens will make the Dow more representative of the overall economy and markets.

All Indexes Down; Walgreens Replaces General Electric in Dow

Ryan Christensen, account executive at Adviser Investments, has the market analysis for Tuesday, June 19. Whatever you choose to call these ongoing trade discussions—a dispute, skirmish, conflict or war—the threat of additional tariffs has the potential to impact global markets. The Dow Jones Industrial Average is now negative year-to-date; multinationals with Chinese interests took the biggest hit. Also making headlines: Long-tenured General Electric’s removal from the Dow.

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