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The Caldwell Trust Company Blog

Market Preview Week of 1/29/18 - Investor Sentiment 

Posted by Chris McGee, CFA CAIA


  • Earnings reports continue to roll in
  • Earnings growth over next 18-24 months long strong
  • Equity market valuations not extreme
  • Rally in domestic stocks continue
  • Earnings reports and Fed to fominate next week's news flow

Approximately a quarter of S&P 500 companies have reported Q4 2017 earnings thus far. Earnings results are running in line with historic norms (76% of companies are beating consensus estimates), and quarterly revenues are running above trend. This coming week many high-profile companies across diverse industry groups report. Thursday is chock full of earnings results from Technology companies; Friday is dominated with reports from big Energy concerns.

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Topics: Market Preview

Understanding the Difference Between a Legal Will and an Estate Plan

Posted by Sandy Pepper

We often get questions about legal wills and estate plans. We hope to help clarify the difference between a legal will and an estate plan and will take a look at what each provides.

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Topics: Trusts & Estate Planning

Market Preview Week of 1/22/18 - Investor Sentiment 

Posted by Chris McGee, CFA CAIA


CTC_Canva_2017_Week of Jan 22_2018.jpg

  • Q4 earnings season gets into full swing
  • Domestic equity rally continues
  • Domestic bond yields continue to rise
  • Government shutdown a non-event
  • Defensive sectors continue their underperformance

Q4 earnings season is underway with just over 10% of S&P 500 companies reporting results. In aggregate upside earnings surprises are running below normal (at 68%) but revenue surprises to the upside are above the norm. The impact of tax reform has negatively impacted earnings as companies are taking one-time charges to earnings to account for the affect (witness Citigroups $22 billion charge to earnings last week) of recently enacted tax reform. The Street is largely looking through the one-time charges towards the positive impact of tax reform for future corporate earnings. Repatriation of corporate cash “parked” overseas is also grabbing headlines as witnessed by Apple Inc. announcements last week.

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Topics: Market Preview

Market Preview Week of 1/8/18 - Investor Sentiment

Posted by Chris McGee, CFA CAIA

  • Good equity markets get even better
  • Will meaningful inflation reappear?
  • Q4 earnings season commences

To say the year has started off strong for domestic equity markets is an understatement. The S&P 500, NASDAQ, and Dow were all up over 2% for the first four trading days of 2018. The NASDAQ was up over 3% for the week. The Dow surpassed the 25,000-mark tacking on the last 5000 points (20%) in less than 12 months. While the records set by the Dow have received the most coverage, the S&P 500 and NASDAQ continue to hit fresh highs and set records as well.

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Topics: Market Preview

 


 

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