Posts From Willie Delwiche

Willie Delwiche
William Delwiche is a Director and Investment Strategist for R.W. Baird & Co. Before joining Baird in 1999, he worked as a researcher at the Committee for Economic Development, a Washington, D.C., pro-business think tank. Since 2004, Willie has also been the co-manager of Baird's ETF-based ALIGN Tactical Portfolios.Willie received a BA in Economics and in Government and Politics from the University of Maryland, and an MA in Economics from the University of Wisconsin-Milwaukee. He is a member of the Market Technicians Association and past member of the American Economics Association. Willie is both a Chartered Market Technician and a CFA Charter holder.Commentary from Willie on the economy and stock markets has been featured on other national, regional and trade media such as BARRON’S and Bloomberg BusinessWeek. He has appeared on Fox Business, the Nightly Business Report, and the MoneyLife show. Willie also regularly shares his perspectives via Twitter and other social media outlets.
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Investing Strategy Outlook: Evidence Remains Bullish Into 2Q

Evidence Bullish As Stocks And Broader S&P 500 (INDEXSP:.INX) Consolidate Gains A look at 2Q and beyond for investors. Highlights: Federal Reserve Raises Rates Despite Elevated Uncertainty Economic Recovery Not Just ‘Animal Spirits’ Investor Optimism Retreating From Recent Excesses Rally Participation Remains Broad, At Home & Overseas Longer-term breadth and…

Investor Optimism Fades From Peak: Are Stocks Vulnerable?

The rally in the equity markets stalled last week with the Dow Industrials and S&P 500 (INDEXSP:.INX) basically flat for the period while the NASDAQ (INDEXNASDAQ:.IXIC) showed a fractional gain. The relatively weak performance was surprising given that stocks had good support from economic data that included a report showing…

S&P 500 Weekly Outlook: Is The Rally Losing Steam?

In this research note, we will look at some key stock market indicators, the health of the S&P 500 Index (INDEXSP:.INX), and a handful of emerging themes that we are watching in our investing research. Here are some summary highlights: Rally Losing Upside Momentum – The surge in momentum that emerged…

Stock Market Indices To Continue Rangebound Consolidation Into 2Q

The major stock indices retreated last week with the Dow Jones Industrials (INDEXDJX:.DJI), S&P 500 Index (INDEXSP:.INX) and NASDAQ (INDEXNASDAQ:.IXIC) losing less than 50 basis points. The decline in small- and mid-cap stocks was more severe with the Russell 2000 Index (INDEXRUSSELL:RUT) down 2.00% for the period. Selling pressure in…

Market Update: Federal Reserve Signals March Rate Hike

The S&P 500 Index (INDEXSP:.INX) rallied for the sixth week in a row and the Dow Industrials crossed the 21000 level for the first time last week. Stronger-than-anticipated economic data and a 15-year high in consumer confidence helped spark the gains in the blue-chip averages. The fact that the economy…

S&P 500 Weekly Review & Technical Outlook – March 3

In this research note, we will look at some key stock market indicators, the health of the S&P 500 Index (INDEXSP:.INX), and a handful of emerging themes that we are watching in our investing research. Here are some summary highlights: Strength Begets Strength, but Small-Caps Facing a Test – The S&P…

Treasury Bond Yields Near Lowest Levels Since November

The stock market’s 2017 advance slowed last week with the blue-chip averages gaining less than 1.00% while the rally in small- and mid-cap averages stalled. Nevertheless, the performance year-to-date continues to surprise on the upside. And the latest bump may be aided by lower treasury bond yields (INDEXCBOE:TNX). The equity…

Investor Sentiment Indicators Suggest Near-Term Caution

The equity markets enter the second half of the first quarter sitting at new record highs. Stocks were supported last week by stronger-than-expected economic reports. Improving business conditions and the outlook for tax and regulatory reform are fueling confidence among investors, consumers and manufacturers. The popular averages have made a string of…

Investing Strategy Outlook: Cyclical Rally Gains Broad Support

S&P 500: The Path of Least Resistance Remains Higher The weight of the evidence suggests that the benefit of the doubt remains with the bullish case. This does not mean that the way forward will necessarily be smooth, but for now the path of least resistance remains higher. Stocks have been…

S&P 500 Weekly Outlook: Breakout Needs Confirmation

Weekly Market Outlook & Technical Review – February 10th In this research note, we will look at some key stock market indicators, the health of the S&P 500 Index (INDEXSP:.INX), and a handful of emerging themes that we are watching in our investing research: Indexes Making New Highs – The S&P…