economy Archives - Innovative Portfolios

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Out With 2023, In With a New High for the S&P 500

Innovative Portfolios EditorJanuary 31, 2024Perspectives2008 Financial Crisis, Dot-Com Bubble, economy, historical patterns, market performance, near-recessionary conditions, presidential election cycle, presidential election year, recessionary conditions, S&P 500, S&P 500 performance, S&P 500 record high

A new record! It took just over two years, but on January 19, 2024, the S&P 500 reached a...

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After 2023, Can Anyone Predict the 2024 Market?

Innovative Portfolios EditorDecember 22, 2023Perspectives, Possibilities2023 recession prediction, 2024 economy prediction, AI, artificial intelligence, consumer resiliency, downside risk, economist prediction, economy, economy resiliency, ever-changing market, Innovative Portfolios, long-term investing, macroeconomic enviroment, market soft landing, Mounjaro, Ozempic, quantitative scores, research, S&P 500 prediction, stock market value, weight-loss drugs

Nobody has a crystal ball; Wall Street certainly doesn’t. At the end of last year, most economists were predicting...

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How Magnificent Have “The Magnificent Seven” Stocks Really Been This Year?

Innovative Portfolios EditorNovember 10, 2023PerspectivesAlphabet (GOOG, Amazon (AMZN), Apple (AAPL), dividends, economy, GOOGL), magnificent seven stocks, market outperformance, market-cap, Meta Platforms (META), Microsoft (MSFT), Nvidia (NVDA), political uncertainty, price-to-earnings-ratio, research, rising interest rates, S&P 500 Equal Weight Index, S&P 500 Index, slow domestic growth, strong dollar, tech stocks, Tesla (TSLA), valuation metrics

The stock market in 2023 has generally been dominated by the Magnificent 7: Apple (AAPL), Microsoft (MSFT), Alphabet (GOOG,...

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What’s Driving the Resilient Economy? Consumers

Innovative Portfolios EditorSeptember 13, 2023Perspectives, Possibilitiesconsumer debt levels, consumer strength, economy, growth, increasing delinquencies, low unemployment rate, payroll increase, recession predictions, resilient economy, restrictive interest rates, strong jobs data

The US economy continues to be very resilient. Pundits have been predicting a recession for a while, and many...

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Rising Mortgage Rates and the Bottom Line

Innovative Portfolios EditorAugust 13, 2023Perspectives30-year mortgage rate, contract interest rate at origination for mortgages outstanding, economy, fixed-rate mortgages, home inventory levels, home price inflation, homeowner equity, mortgage interest rates, mortgage lock-in, national average mortgage rate, planning, refinance mortgage rates, residential inventory unit level, rising interest rates, S&P/Case-Shiller U.S. National Home Price Index

The national average mortgage rate has been climbing all year, from 6.42% at year-end to 7.19% as of 9/21/2023...