2005 Charts of the Week
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- Capital Markets Year in Review
- MarketView Chart of the Week, posted December 30, 2005
- Seeing the return differences between categories reminds us to diversify in order to maintain a balanced portfolio as we head into 2006. Happy New Year!
- Investment Resolutions for 2006
- MarketView Chart of the Week, posted December 23, 2005
- It’s a popular time of the year to start thinking about New Year’s resolutions. Along with the other goals you set for yourself in 2006, it’s important to think about your financial well-being and retirement.
- Your True Love Will Need To Be More Generous This Year
- MarketView Chart of the Week, posted December 16, 2005
- Each year since 1984, PNC Advisors has provided an analysis of what it would cost to purchase all of the goods and services in the "Twelve Days of Christmas" classic holiday song.
- Stocks vs. Gold Prices
- MarketView Chart of the Week, posted December 9, 2005
- The rise in gold prices has come at a time when equity markets are performing well and the dollar is at long-term highs against the Euro and Yen.
- High Yield and Investment Grade Bond Spreads
- MarketView Chart of the Week, posted December 2, 2005
- Bond yields generally reflect current interest rates plus a risk premium and are historically higher for those borrowers that have a greater probability of defaulting on their debt. Over the last several years the spread or the yield difference between lower risk bonds and higher risk bonds has narrowed significantly.
- The Rise of the Dollar
- MarketView Chart of the Week, posted November 25, 2005
- It was a momentous week for the dollar as it rallied to two-year highs against the Euro and the Yen. The strengthened dollar is due in part to massive inflows of foreign capital of $101.9 billion in the month of September.
- What a Difference a Year (or Two) Makes
- MarketView Chart of the Week, posted November 18, 2005
- When considering the performance of an index, it is helpful to see its returns across multiple time periods. The five year returns in this week's chart capture much of the recent bear market performance, and so are significantly lower than more recent time periods in which the market has bounced back.
- Along with Interest Rates, Mortgage Rates on the Rise
- MarketView Chart of the Week, posted November 11, 2005
- Movements in Inflation and Interest Rates over 30 years
- MarketView Chart of the Week, posted November 4, 2005
- Fluctuations in interest rates, represented by the Federal Funds rate, and inflation are shown to move in a related manner. Both have leveled off in the past 30 years. The primary inflation-fighting tool available to the Federal Reserve is setting the Fed Funds target rate. Alan Greenspan has used this tool on of the Federal Reserve board effectively during his tenure.
- Dow Jones Industrial Average Stays Above 10,000 for One Year
- MarketView Chart of the Week, posted October 28, 2005
- With the close of yesterday's markets, history was made. For the first time, the Dow Jones Industrial Average has stayed above the 10,000 mark for a full 12-month period.
- Value Beats Growth in International Equity Funds Over Five Years
- MarketView Chart of the Week, posted October 21, 2005
- International equity markets have had strong performance recently as evidenced by the latest quarterly return of 10.4% for the MSCI EAFE Index. Longer-term, results are muted but still positive. Taking a deeper look at the returns shows that the performance of non-US equity funds is not consistent across styles. Value-oriented funds have beaten growth-oriented funds in the past five-year period, following the similar trend in US markets. Value stocks are those that trade at a discount to their fair value. Growth companies are the opposite; their stock sells at high P/E ratios because of high earnings growth with expectations for continued growth. Just as growth and value styles fall in and out of favor within US markets, international style cycles also occur. This demonstrates the importance of diversification across styles when investing in both US and non-US equity markets.
- Overseas Markets Surge in Third Quarter
- MarketView Chart of the Week, posted October 14, 2005
- Foreign markets rallied in the third quarter of this year trouncing domestic returns. The graph shows how $1 invested at the end of 2004 would have grown through September in the various indices. Returns in U.S. dollar terms are helped by exchange rates that currently favor overseas investment. As the graph shows, international markets overall outpaced the U.S. Regionally, Asia performed well with developed countries such as Japan and South Korea posting large gains. Emerging markets were the best performers driven by Eastern Europe and countries such as Argentina and Brazil in Latin America.
- Third Quarter Returns Reverse Trend
- MarketView Chart of the Week, posted October 7, 2005
- Although the ride was bumpy, capital markets returns in the third quarter reversed prior trends in 2005. All major equity indices posted positive returns, most enough to erase the deficit posted through the end of the second quarter. International markets, in particular, excelled during the quarter both in local currency and US dollar terms. Bonds, on the other hand, finally succumbed to recent Fed rate hikes, and posted a moderate decline for the quarter -- not enough to wipe out gains from the first half of the year.
- Fueled by Gas Prices, Consumer Confidence Plummets
- MarketView Chart of the Week, posted September 30, 2005
- Due predominately to the fallout from Hurricane Katrina and an uncertain future for the many Americans impacted by the devastation, consumer confidence plummeted -18% in the month of September. Increased gas prices posted a similar magniture of change in the opposite direction of +17% for September.
- S&P 500 Sectors
- MarketView Chart of the Week, posted September 23, 2005
- Just as the market as a whole can post a good or bad year, so too can individual sectors of the market. Currently, the Energy sector is enjoying the leadership position.
- Mutual Fund Assets
- MarketView Chart of the Week, posted September 9, 2005
- Mutual fund assets surged by $240 billion for a 2.9% increase in July, led by stock funds. This month’s increase is the largest gain in assets since November 2001.
- Personal Bankruptcy Filings
- MarketView Chart of the Week, posted September 3, 2005
- The spike in filing for the second quarter can be attributed to filers attempting to take advantage of current Chapter 7 filing leniency. Filings should decline sharply after new legislation has been enacted and become a more accurate representation of household credit quality.
- The Conference Board Leading Indicators
- MarketView Chart of the Week, posted August 26, 2005
- The leading indicator index is a composite of the weighted average of ten key economic data series that are used in predicting near term economic conditions. The positive change in the index, albeit smaller than the June change, continues to predict a positive trend in economic conditions.
- Mortgage Lending Standards and Demand As Reported by Domestic Banks
- MarketView Chart of the Week, posted August 19, 2005
- Banks have reported stronger demand for mortgages, with over 20% reporting an increase over the April survey. Although the credit standards for mortgage loans are relatively unchanged over the period, banks could begin a tightening trend.
- Savings Rate Near Record Lows
- MarketView Chart of the Week, posted August 12, 2005
- While personal income growth exceeded expectations by rising 0.5% for the month of July, the savings rate fell to the second lowest rate on record to 0.0%.
- S&P 500 Quarterly Operating Earnings
- MarketView Chart of the Week, posted August 5, 2005
- Year-over-year growth of operating profits of S&P 500 companies has remained in double digits for twelve consecutive quarters. It is estimated that the third and fourth quarters of 2005 will likely also see double-digit growth, providing leverage for companies to boost operational resources.
- Copper Prices On The Rise
- MarketView Chart of the Week, posted July 29, 2005
- Although copper prices have continued to rise, prices for other industrial metals have declined as the result of increased supplies.
- S&P 500 EPS Growth
- MarketView Chart of the Week, posted July 22, 2005
- While EPS growth has been slowing, it does not mean bad times are ahead for stocks. Actually, steadier growth rates have correlated with favorable stock markets, and particularly for those stocks with growth characteristics.
- Lehman Aggregate Breakout
- MarketView Chart of the Week, posted July 15, 2005
- The Lehman Aggregate Bond Index, the industry accepted bond fund index, posted strong returns for the second quarter, as yields declined across the yield curve.
- 2nd Quarter Capital Market Returns
- MarketView Chart of the Week, posted July 8, 2005
- Capital markets ended the second quarter 2005 with positive returns over the period, with the exception of non-U.S. equities.
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