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: Stock Consolidation Likely Into 4Q

Despite increasing levels of news and binary analyst thoughts (noise), stocks appear to be stuck in consolidation mode. Highlights from our October Investing Strategy Outlook & Beyond: Bond Yields Moving Higher October Surprise Potential Keeps Focus On Election Investor Optimism Has Been Slow To Unwind Breadth Backdrop Bullish, But Not…

Financial Stocks Rise With Odds Of December Interest Rate Hike

The major U.S. stock market indexes traded lower last week against a backdrop of rising interest rates. The S&P 500 Index (INDEXSP:.INX) lost 0.7% last week while small- cap indices fell more than 1.0%. The economic data in early October, including the latest numbers from the Institute of Supply Management…

Stock Market Review & Outlook: Bond Yields Jump

Stock Market Weekly Outlook & Technical Review – October 7 Here’s a look at some key stock market indicators and emerging themes that we are watching in our latest “Stock Market Outlook”: Breadth Not Giving the “All Clear” to Bulls – While longer-term breadth trends remain robust, near-term trends do not…

Stock Market Trends And Indicators Remain Favorable

The S&P 500 Index (INDEXSP:.INX) gained 3.3% in the third quarter. Most of the gains occurred early on with stocks struggling to hold the gains in August and September. This was no small feat given the uncertain backdrop since mid-July that included concerns over the U.S. economy, third quarter profits, oil…

Stock Market Weekly Outlook: Russell 2000 Alive And Well

Stock Market Weekly Outlook & Technical Review – September 30 Here’s a look at some key stock market indicators and emerging themes that we are watching in our latest “Stock Market Outlook”: Small-Cap Stocks Enter Fourth Quarter With Wind At Their Back – The Russell 2000 Index (INDEXRUSSELL:RUT) and fellow small-cap…

Technology Stocks Remain Strongest Sector Into 4th Quarter

The equity market rallied last week with support coming from the familiar theme of soft economic conditions requiring central bankers to keep interest rates low. The latest statement from the Fed was echoed by other central banks that reiterated the need for a continuation of the policy of low interest…

S&P 500 Weekly Outlook & Technical Review – September 23

S&P 500 Weekly Outlook & Technical Market Review – September 23 Here’s a look at some key stock market indicators and emerging themes that we are watching in our latest “Stock Market Outlook”: Rally Off of Lows Comes with Divergences – From a price perspective, stocks appear to be getting…

Is A Federal Reserve Rate Hike A Lower Risk Today?

Key Takeaway: With the economy continuing to make slow progress and stock market volatility already rising, a surprise Federal Reserve rate hike today could help rebuild its credibility. Note that the Federal Reserve concludes its 2 day monetary policy meeting today with an announcement on rates at 2:00 pm ET. Janet…

Market Update: Central Banks Return To The Spotlight

The equity markets turned higher last week with most of the popular stock market averages showing gains of less than 0.5%. A single stock, Apple (NASDAQ:AAPL), accounted for most of the gains in the large-cap indices as the broad market showed more stocks down than up for the five-day period. Although longer-term market breadth…

VIX Volatility Index Showing Near-Term Staying Power

Welcome back, volatility. The VIX Volatility Index (INDEXCBOE:VIX) jumped again yesterday as investors were whipped around for another day. Following 43 days spent within a narrow trading band (a total range of 1.75%), the S&P 500 Index (INDEXSP:.INX) has now had three consecutive days with moves in excess of 1.5%. With…