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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Stock Market Outlook And Technical Review – May 13

May 13 Stock Market Outlook and Technical Review Here’s a look at some key stock market indicators, charts, and themes that we are watching: Stocks in Consolidation Mode – For all of the daily (or intra-day) noise, stocks are going nowhere fast. The S&P 500 is almost exactly where it…

U.S. Economic Update: Higher Wages A Boon For Workers

Key Takeaway: Job openings are back to record levels and this is giving workers confidence to voluntarily leave their job to look for better opportunity. Higher wages are also being seen and this appears to be relatively broadly-based (and not just in lower-paying industries). The hullabaloo over last Friday’s employment report…

Stock Market Hesitates But Path Of Least Resistance Higher

The equity markets declined for the second week in a row last week. The S&P 500 Index is now ahead by less than 1.0% this year. The catalyst for the weakness in the stock market is the continuation of slowing economic data and the long-string of declining corporate earnings numbers….

Rapid Sector Rotation Boosts Energy & Materials Stocks

The Dow Jones Industrials and S&P 500 lost 1.3% last week, leaving those stock market indices up just 1.0% through the first four months of 2016. The weakness was directly the result of first-quarter profit declines and a report that GDP growth for the first quarter was an anemic 0.5%,…

Stock Market Outlook: Is The VIX Signaling Trouble?

April 29 Stock Market Outlook and Technical Review Here’s a look at some key stock market indicators, charts, and themes that we are watching: Does It Seem Like We Have Been Here Before? The more stocks move around, the more the S&P 500 seems to be standing still. A conundrum…

Macro Update: Why Bond Yields May See Upward Pressure

Key Takeaway: Bond yields are moving off of early year lows at a time when bond funds have seen a surge in inflows and optimism around bonds is excessive. Rising inflation, weakness in the dollar, and moves toward policy normalization by the Federal Reserve could add fuel to the rise…

Market Update: Stocks Hitting New Highs Expanding

The equity markets rallied slightly last week before running into resistance just above 2100 on the S&P 500. Mixed earnings reports were announced which included disappointing results from Microsoft (MSFT) and Google’s parent, Alphabet (GOOGL). Stock Market – Number of Issues Hitting New Highs Expanding The Dow Jones Industrial Average…

Weekly Stock Market Outlook: Large Caps In The Lead

April 22 Stock Market Outlook Here’s a look at some key stock market indicators, charts, and themes that we are watching: Large-Caps Still in the Lead – Small-cap stocks have outpaced large-cap stocks over the past month, but longer-term trends continue to point to large-cap leadership. The large-cap S&P 500 has…

Weak Q1 GDP Growth May Obscure Underlying Economic Strength

Key Takeaway: First quarter GDP growth could fail to meet forecasts, but Q1 weakness in GDP is becoming a recurring theme. Other measures of the economy point to improving conditions or persistent strength. While our recent experience has been over-optimistic forecasts, such has not always been the case. The initial…

Broad Market Leading Stocks Higher In April

The equity markets rallied to the top of the trading range last week carrying the Dow Jones Industrials and S&P 500 to a stones-throw from all-time record highs. Stocks were supported by better-than-expected first-quarter earnings, improved economic data from China and continued technical improvement in the broad market. Although the…