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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Market Update: Foreign Stocks Heat Up; Economy Next?

The U.S. stock market indices suffered a rare bout of volatility last week with the S&P 500 (INDEXSP:.INX) and Dow Jones Industrials (INDEXDJX:.DJI) losing more than 1.0% in a single session for only the second time in 2017. The NASDAQ (INDEXNASDAQ:.IXIC) fell more than 2.00% on Wednesday, the sharpest one-day…

S&P 500 Market Outlook (May 19): Breadth Deteriorating

In this investing research note, we will analyze key stock market indicators, consider the current trend of the S&P 500 Index (INDEXSP:.INX), and discuss emerging themes that we are watching in our investing research. Here’s a summary of the highlights: Breadth Deteriorating as S&P 500 Moves Toward Support – The S&P 500 has…

Political Rumblings Awaken Sleep-Walking Stock Market

Stocks are reacting to increased uncertainty in the U.S. with political developments dominating the headlines. While this may be the catalyst for stock market weakness, it likely does not represent an underlying cause for sustained selling. Political headlines tend to be more noise than news and we are hesitant to…

U.S. Markets Update: Benign CPI Data Good For Equities

The U.S. equity markets have regained some of the ground they lost last week, with the S&P 500 Index (INDEXSP:.INX) and Dow Jones Industrial Average (INDEXDJX:.DJI) moving higher on Monday. The pervasive lack of volatility in the stock market, though, has not afforded the necessary footing or springboard that a meaningful correction…

Investment Strategy Outlook: Strengthening Trends Meet Seasonality

Highlights For Investors: Surge In Investment Spending Could Signal Secular Shift Earnings Rebound Not Yet Relieving Valuation Pressures Sentiment Balanced Despite Rising Optimism Seasonal Patterns Becoming More Challenging For S&P 500 (INDEXSP:.INX) and broad indices. Fed Looking Past First-Quarter Disappointments As we move through the second quarter, global policy uncertainty…

Market Update: Is A June Fed Rate Hike Priced In?

The S&P 500 (INDEXSP:.INX) and the NASDAQ Composite (INDEXNASDAQ:.IXIC) indices registered new record highs last week. Stocks found support from a steady flow of better-than-anticipated first-quarter earnings and economic reports suggesting business conditions are improving. The expansion in corporate profits is most notable in large-cap multinational companies that are benefiting…

S&P 500 Weekly Review & Technical Outlook – May 5

In this investing research note, we will analyze key stock market indicators, consider the current trend of the S&P 500 Index (INDEXSP:.INX), and discuss emerging themes that we are watching in our investing research. Here are some summary highlights: Optimism Re-Emerging But Fund Flows Not Exuberant – After a brief respite, sentiment surveys…

Market Update: Cyclical Stocks Take Leadership Role

The equity markets pushed higher last week with the S&P 500 Index (INDEXSP:.INX) and the Dow Jones Industrials (INDEXDJX:.DJI) falling just short of the record highs scored in early March. The support for the rally included improving first-quarter corporate earnings and expectations for tax reform in 2017. Final results for…

Stocks Ready To Shift Focus To Earnings and Tax Deal

The S&P 500 Index (INDEXSP:.INX) and Dow Jone Industrial Average (INDEXDJX:.DJI) enjoyed marginal gains last week but are off to a big start this week. Outside of the large-cap averages (small caps, mid caps, tech, transports, etc), the gains have been very impressive given that they are occurring against a…

S&P 500 Weekly Outlook: Market Trends Cooling

In this investing research note, we will analyze key stock market indicators, consider the health of the S&P 500 Index (INDEXSP:.INX), and discuss emerging themes that we are watching in our investing research. Here are some summary highlights: Sentiment Shifts Slow to Materialize – Excessive optimism has been slow to unwind in…