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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U.S. Equities Power Into Seasonally Strong 4th Quarter

The U.S. equity markets entered the 4th quarter at record highs, receiving a lift from stronger economic growth and renewed expectations for tax reform. Since September 18, the S&P 500 Index (INDEXSP:.INX) has rallied less than 1.00%. Small-cap stocks, however, are ahead by nearly 4.0%. The outperformance by the Russell…

S&P 500 Outlook: Can Stocks Defy Seasonal Weakness?

In this week’s investing research outlook, we will analyze the current trend of the S&P 500 Index (INDEXSP:.INX), check in on investor sentiment and market breadth indicators, and discuss emerging themes and news that we are watching right now. Here’s a summary of our findings for the week ending September 29, 2017: Stocks Defy…

U.S. Equities Update: Will Federal Reserve Rain On Parade?

Despite rising political tensions and a more aggressive Federal Reserve Board, equity markets have seen little change over the past week. The S&P 500 (INDEXSP:.INX) and broader stock market have treaded water for the past week. As anticipated the Fed will begin reducing its balance sheet in October by $10…

S&P 500 Weekly Update and Outlook: Mixed Messages

In this week’s investing research outlook, we will analyze the current trend of the S&P 500 Index (INDEXSP:.INX), check in on investor sentiment and market breadth indicators, and discuss emerging themes and news that we are watching right now. Here’s a summary of our findings for the week ending September 22, 2017: Indexes Make…

U.S. Equities Update: Industrials (XLI) and Materials (XLB) Lead Rally

The equity markets remain elevated with the S&P 500 (INDEXSP:.INX,) and Dow Jones Industrials (INDEXDJX:.DJI) sitting at record highs. The move to new highs is finding leadership via the Industrials Sector (NYSEARCA:XLI) and the Materials Sector (NYSEARCA:XLB). Stocks are being supported by improving global economic conditions and by a growing…

4Q 2017 Investing Outlook: Cautious But Uptrend Intact

Investing Highlights & 4Q 2017 Insights: Downshift in Inflation Provides Fed with Room to Maneuver Global Economic Rebound Gets New Lease on Life Seasonal Headwinds May Be Less Severe This Year Relative Trends Show International Leadership While the weight of the evidence is currently neutral and counseling caution into 4Q…

U.S. Equities Update: Bulls Need To See Follow Through

How things can change with a new week. After struggling last week and posting losses, the major US stock market averages are off to the races this week. The S&P 500 Index (INDEXSP:.INX) closed up over 1 percent on Monday. Of interest are the 10 Year Treasury Note Yield (INDEXCBOE:TNX)…

Weekly Stock Market Outlook: Is The Rally Sustainable?

In this week’s investing research outlook, we analyze the technical setup and macro trends of the S&P 500 Index (INDEXSP:.INX), check in on investor sentiment and market breadth indicators, and discuss emerging themes and news that we are watching closely right now. Here’s a summary of our findings for the week ending September 1,…

Stocks Rebound But Volatility Shakes Investor Confidence

The equity markets rallied last week breaking a two-week losing streak. The S&P 500 (INDEXSP:.INX) and Dow Jones Industrials (INDEXDJX:.DJI) gained 0.7% while the Russell 2000 Index climbed 1.45%. Investors have seen an uptick in stock market volatility (INDEXCBOE:VIX) in August. And from the early action this week, that news…

S&P 500 Weekly Market Outlook: Momentum Wavering

In this week’s investing research outlook, we analyze the technical setup and trends of the S&P 500 Index (INDEXSP:.INX), check in on investor sentiment and market breadth indicators, and discuss emerging themes and news that we are watching closely in our investing research. Here’s a summary of our findings for the week ending August…