Recap | Week Ahead | Focus — CRA Financial, LLC

"Never sell an all-time high.” – Wall Street Adage

Last week's market recap

The S&P 500 closed the week up 1.08%. Year-to-date the index is up 28.07%
NASDAQ closed the week up 1.14%. YTD the index is up 28.86%
U.S. Aggregate Bond index closed the week up 1.39%. YTD the index is up 2.93%
10-Year Treasury Rate decreased, ending the week at 4.18% down from 4.41% the prior week
- Fed Funds Target rate remains at 4.50-4.75%
The 1-Year Treasury is yielding 4.32%
A 6 Month Treasury is yielding 4.46%

The week ahead:

JOLTS
Consumer Sentiment
Fed representatives speaking
Earnings: Marvell Technology, Salesforce, and more

Market Comments:

Many Wall Street Investment firms have published their 2025 Outlooks. Most firms are expecting U.S. stocks to rise in the mid-single digits next year (They say this almost every year).

Inflation is trending lower around the world. Most central banks are easing monetary policies. Supporting labor markets and economic growth is the main focus for most countries.

Most investors should maintain the proper balance of various asset classes in their portfolios. Focus on global growth.

As always, let us know if you have any questions.

Best,

CRA Investment Committee

Matt Reynolds CPA, CFP®

Tom Reynolds, CPA

Robert T. Martin, CFA, CFP®

Gordon Shearer Jr., CFP®

Jeff Hilliard, CFP®, CRPC®

Joe McCaffrey, CFP®

Phillip Tompkins, CFP®

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