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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5 Stock Market Indicators To Watch Following BREXIT

The unexpected decision on Thursday by the UK voters to leave the European Union resulted in sharp declines in the major stock market averages on Friday. The S&P 500 Index fell 3.6%, the Dow Jones Industrial Average lost 3.4% and the NASDAQ declined 4.1%. Global stock markets enjoyed a strong…

Stock Market Update: The Fallout From Brexit

The UK voted to leave the European Union on Thursday which has resulted in turmoil in the global financial markets. Although the outcome of the Brexit vote was seen as close, it nevertheless came as a surprise given the level of pressure by the political powers in Europe. And this has…

Weekly Stock Market Outlook: Rally Stalls But U.S. Leads

June 17 Stock Market Outlook and Technical Review Here’s a look at some key stock market indicators and emerging themes that we are watching: Rally Stalls, but U.S. Continues to Lead – The latest attempt by the S&P 500 to break through resistance that has capped rallies for over a…

Vanishing Yield Triggers Strong Bond Rally

The equity markets were essentially unchanged last week with the S&P 500 Index and Dow Industrials unable to reach escape velocity to overcome resistance at 2100 and 18000 respectively. And the vanishing yield. Stocks attempted to breakout on the upside early last week as it became increasingly apparent the Fed…

Stock Market Outlook: Bulls Hopes Rest On Russell 2000

June 10 Stock Market Outlook and Technical Review Here’s a look at some key stock market indicators and emerging themes that we are watching: Small-Caps Find Support In Industry Group Trends – The Russell 2000 has paced the stock market rally of the mid-May lows, matching the point gain of…

Labor Market Momentum Fades As Hiring Cools Down

Key Takeaway: Reported jobs growth fell short of expectations in May, but monthly jobs report data are noisy. Slowing jobs growth and rising compensation may reflect labor supply issues rather than weaker labor demand. Broader measures of labor market health have cooled, and this could keep the Federal Reserve on…

Weekly Stock Market Outlook: Sentiment & Breadth Gain

June 3rd Stock Market Outlook and Technical Review Here’s a look at some key stock market indicators and emerging themes that we are watching: Beneath Surface, Improvements Accumulating – The S&P 500 continues to flirt with 2100 or perhaps the problem is that the S&P 500 has committed to a…

Bond And Equity Fund Flows: High Demand For “Safety”

Key Takeaway: Bond and Equity fund flows data can be noisy and data points get used to support existing narratives, but best evidence shows continued investor demand for bond funds and defensive equity exposure. Low volatility and defensive sector funds look crowded. The Financial Times newspaper recently ran a headline…

Is A Fed Rate Hike Already Priced Into The Stock Market?

The equity markets surged last week propelling the S&P 500 and Dow Industrials within less than 2.0% of new all-time record highs. The rally was supported by improving economic data. New home sales and contracts on existing homes soared last month. This is considered important given the ripple effect on…