Weekly Market Insights | Stocks Rise with Upbeat News

Stocks rose last week as peace talks picked up while investors cheered better-than-expected economic news and Q1 corporate results. 
The Standard & Poor’s 500 Index advanced 2.33 percent, while the Nasdaq Composite Index rose 4.51 percent. The Dow Jones Industrial Average edged up 0.22 percent. The MSCI EAFE Index, which tracks developed overseas stock markets, added 1.24 percent.1,2
Sixth Straight Week of Gains
Stocks stumbled at the start of the week as stalled peace talks and escalating tensions in the Middle East weighed on sentiment.3
The gloom didn’t last long. Markets opened higher Tuesday morning as investors reacted positively to solid Q1 corporate earnings results and falling oil prices. The rally extended through Wednesday after better-than-expected earnings results from a couple of chipmakers lifted the entire sector and led the broader averages higher. The S&P 500 and Nasdaq hit record intraday and closing highs both days, while the S&P closed above 7,300 for the first time.4
Stocks took a breather on Thursday as investors assessed the latest developments in the Middle East. Markets then opened higher on Friday on news of better-than-expected job growth in April, fueling a relief rally from investors who were pleasantly surprised that the Middle East had not impacted hiring. A major chipmaker deal announcement extended the week’s chip-stock rally, further lifting the S&P and Nasdaq to new highs and a sixth consecutive week of gains.5,6  
 
 
Jobs Report Surprise
Employers added 115,000 jobs in April, versus the 55,000 economists expected. Jobs grew the most in the healthcare, retail, and leisure & hospitality sectors. Another good sign: unemployment held steady at 4.3 percent last month.7
In other economic news, the new home sales data released last week showed sales for both February and March exceeded expectations. In March, 682,000 newly constructed homes were sold, up 7.4 percent over the prior month, while February new home sales jumped 8.9 percent over February.8
This Week: Key Economic Data
Monday:  Existing Home Sales.
Tuesday: NFIB Small Business Optimism Index. Consumer Price Index (CPI). Chicago Fed President Austan Goolsbee speaks. Monthly Federal Budget.
Wednesday: Producer Price Index (PPI). Boston Fed President Susan Collins speaks.
Thursday: Retail Sales. Weekly Jobless Claims. Import Price Index. Business Inventories. Cleveland Fed President Beth Hammack and Fed Governor Michael Barr speak.
Friday: Industrial Production. Capacity Utilization. Home Builder Confidence Index. 
Source: Investors Business Daily - Econoday economic calendar: May 8, 2026. The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials. The content is developed from sources believed to provide accurate information. The forecasts or forward-looking statements are based on assumptions and may not materialize. The forecasts are also subject to revision.
This Week: Companies Reporting Earnings
Monday: Constellation Energy Corporation (CEG)
Wednesday: Cisco Systems, Inc. (CSCO)
Thursday: Applied Materials, Inc. (AMAT), Brookfield Corporation (BN) 
Source: Zacks, May 8, 2026. Companies mentioned are for informational purposes only. It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your goals, time horizon, and risk tolerance. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. Companies may reschedule their earnings reports without notice.
The fool doth think he is wise, but the wise man knows himself to be a fool.
–William Shakespeare 
More Digital Choices For Filing
The IRS has made it easier to file your taxes. Forms now include electronic signature options, allowing tax professionals to conduct remote transactions.
To allow your tax professional to use the electronic signature option, you must fill out and submit Form 2848, Power of Attorney and Declaration of Representative. This form constitutes a written authorization appointing tax professionals to represent taxpayers before the IRS, including performing certain acts on the taxpayer’s behalf. These acts may include providing an electronic signature.
This information is not a substitute for individualized tax advice. Please consult with a qualified tax professional to discuss your specific tax issues.
Tip adapted from IRS.gov9
Hydrate the Healthy Way
Are you trying to kick a soda habit but sick of water? There are many fun and healthy means to make your water taste better and encourage you to drink more. Here are some easy ways to spice up your normal water:
Add fresh fruit slices, such as lemon, lime, or orange. Not only will these fruits make your water taste better, but you may also enjoy some of the benefits of these citrus powerhouses.
Add some sliced cucumber to your water to make it feel pampered. Who needs the spa when you have a nice glass of cucumber water sitting at your desk?
Try some sugar-free, low-calorie water sweeteners. They are an appealing option for those who have a sweet tooth and crave soda but are trying to drink more water. Mix it up with sparkling water or seltzer if you miss the fizz of soda. Most sparkling waters are calorie-free or low in calories while keeping you hydrated.
It would help to drink at least half of your body weight in ounces of water daily. What are some of your favorite methods to make water more exciting?
Tip adapted from Baton Rouge Clinic10
They have wings. As they grow up, they also grow down. What are they?
Last Week's Riddle: Katherine and Sterling each have the same number of pears. How many pears does Katherine need to give Sterling so that Sterling has 10 more pears than she does?
Answer:  5. When Katherine gives Sterling 5 pears, she will lose 5, and he will gain five, resulting in a net difference of 10. So they both have at least 5 pears to begin with.
Moraine Lake
Alberta, Canada
Footnotes And Sources
1. WSJ.com, May 8, 2026
2. Investing.com, May 8, 2026
3. CNBC.com, May 4, 2026
4. CNBC.com, May 6, 2026
5. CNBC.com, April 30, 2026
6. WSJ.com, May 7, 2026
7. WSJ.com, May 8, 2026
8. Reuters.com, May 5, 2026
9. IRS.gov, August 27, 2025
10. Baton Rouge Clinic, November 18, 2025

Weekly Market Commentary

The Markets

The stock market rally continued.

April ended with the Standard & Poor’s 500 (S&P 500) and Nasdaq Composite Indexes at record-high levels, having delivered their best monthly returns since 2020, reported Connor Smith of Barron’s. In April, investors:

  • Leaned into optimism, remaining hopeful for progress in the Middle East. Paul R. LaMonica of Barron’s reported, “Markets are looking beyond the Iran war to a year of healthy profits and stock gains. Investors in our latest Big Money poll share that sentiment. Despite the Middle East conflict and other hurdles facing the economy, more than 54 [percent] of Big Money participants said they had a bullish outlook for the next 12 months, up from 47 [percent] in our survey in October.”
  • Embraced “pick-and-shovel” companies. During the gold rush, some of the most profitable businesses provided the tools gold miners needed. Today, pick-and-shovel companies provide semiconductor chips and other datacenter necessities. So, while concerns persist about the enormous amounts being spent on artificial intelligence, investors have enthusiastically embraced the beneficiaries of that spending, reported Smith.
  • Focused on corporate earnings. Strong overall corporate earnings also drove stock prices higher. At the end of last week, 63 percent of S&P 500 companies had reported first quarter earnings. The blended net profit margin for the Index was 14.7 percent. If profits remain at this level, it will be the highest net profit margin reported since FactSet began tracking it in 2009, reported John Butters of FactSet.

Last week, major U.S. stock markets finished the week higher. Yields on many maturities of U.S. Treasuries moved higher over the week, as well.

THE BOND MARKET WAS LESS OPTIMISTIC THAN THE STOCK MARKET. While stock markets rallied to new highs last week, the bond market moved in the other direction. In the United States, yields on Treasuries rose while prices fell. Jared Blikre of Yahoo! Finance reported:

“The U.S. 30-year Treasury yield…is back near the danger zone that has sent stocks tumbling before. That zone is roughly 5 [percent]...But this is not just a U.S. story. Global bonds have been under pressure, with yields rising across major markets as investors reassess inflation, central bank policy, and government debt supply.”

In the United States, inflation, central bank policy, and government spending were top of mind last week.

Inflation moved in the wrong direction, rising to a two-year high. In March, Americans spent significantly more on gasoline and energy, health care, cars and parts, and insurance. The personal consumption expenditures price (PCE) index, which is one of the Federal Reserve’s preferred measures of inflation, showed:

  • Headline inflation rose to 3.5 percent annualized in March (from 2.8 percent annualized in February).
  • Core inflation, which excludes volatile food and energy prices, rose to 3.2 percent annualized in March (from 3.0 percent annualized in February).

The Fed left rates unchanged. The Federal Open Market Committee (FOMC), which is the Federal Reserve’s (Fed’s) rate-setting body, kept the range for the federal funds rate at 3.5 percent to 3.75 percent. The accompanying statement confirmed that:

  • Economic growth is steady,
  • Employment gains have remained low, on average,
  • Inflation remains above the Fed’s 2 percent target, and
  • Conflict in the Middle East has created a high level of economic uncertainty.

There was dissent among committee members. “Four officials voted against the decision, including three who objected to language in their post-meeting statement that suggested the central bank would eventually resume cutting rates,” reported Catarina Saraiva of Bloomberg. The possibility of a rate hike surprised markets, and yields on shorter-term Treasuries increased.

Government spending lifted economic growth. Usually, consumer spending is the primary driver of economic growth in the United States. Last quarter, consumer spending cooled and economic growth was driven by business investment and government spending.

While improving economic growth is wonderful, higher government spending is less so. Last week, Fitch Ratings warned that the U.S. deficit and debt are far larger than those of other countries with an AA rating. Fitch reported, “The fiscal position [of the United States] will deteriorate in 2026 due to tax cuts in the One Big Beautiful Bill Act (OBBBA), although tariff revenues will offset half the OBBBA’s fiscal impact.”

Taken together, last week's data painted a complex picture for investors. Rising stock markets, higher inflation, a divided Fed, and a cautious bond market serve as important reminders to stay diversified and maintain a long-term perspective in uncertain times.

WEEKLY FOCUS – THINK ABOUT IT
“He that can have patience can have what he will.”
―  Benjamin Franklin, Poor Richard's Almanack

Sources:

https://www.barrons.com/livecoverage/stock-market-news-today-043026/card/s-p-500-nasdaq-hits-records-meta-s-troubles-are-the-market-s-gains--vkAFbZckZvQvV6cXaOul? or go to https://resources.carsongroup.com/hubfs/WMC-Source/2026/05-04-2026-Barrons-S&P-500-Nasdaq-Hit-Records%20-%201.pdf

https://www.barrons.com/articles/barrons-big-money-poll-stock-market-outlook-5461949d or go to https://resources.carsongroup.com/hubfs/WMC-Source/2026/05-04-2026-Barrons-Dont-Fret-the-War%20-%202.pdf

https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_050126.pdf, page 15

https://www.barrons.com/market-data?mod=BOL_TOPNAV or go to https://resources.carsongroup.com/hubfs/WMC-Source/2026/05-04-2026-Barrons-DJIA-S&P-Nasdaq%20-%204.pdf

https://home.treasury.gov/resource-center/data-chart-center/interest-rates/TextView?type=daily_treasury_yield_curve&field_tdr_date_value=2026

https://finance.yahoo.com/markets/article/the-bond-market-is-testing-washington-again-chart-of-the-day-100000179.html

https://www.bea.gov/news/2026/personal-income-and-outlays-march-2026 (Report plus Table 2.8.11, line 32 and 37, see pdf)

https://www.bea.gov/sites/default/files/2025-04/pi0325.pdf

https://www.bea.gov/data/personal-consumption-expenditures-price-index or go to https://resources.carsongroup.com/hubfs/WMC-Source/2026/05-04-2026-bea-National-Income-and-Product-Accounts%20-%209.pdf

https://www.federalreserve.gov/newsevents/pressreleases/monetary20260429a.htm

https://www.bloomberg.com/news/articles/2026-04-29/fed-holds-rates-three-officials-dissent-against-easing-bias?itm_source=record&itm_campaign=The_Fed&itm_content=Fed_Holds_Rates-1 or go to https://resources.carsongroup.com/hubfs/WMC-Source/2026/05-04-2026-Bloomberg-Divided-Fed-Holds-Rates%20-%2011.pdf

https://apps.bea.gov/iTable/?reqid=19&step=2&isuri=1&categories=survey#eyJhcHBpZCI6MTksInN0ZXBzIjpbMSwyLDNdLCJkYXRhIjpbWyJjYXRlZ29yaWVzIiwiU3VydmV5Il0sWyJOSVBBX1RhYmxlX0xpc3QiLCIzMiJdXX0= or go to https://resources.carsongroup.com/hubfs/WMC-Source/2026/05-04-2026-bea-National-Data%20-%2012.pdf

https://www.fitchratings.com/research/sovereigns/widening-us-deficit-climbing-debt-are-key-sovereign-rating-challenge-30-04-2026

https://www.goodreads.com/quotes/tag/patience

Weekly Market Insights | S&P, Nasdaq Have Best Month in 5 Years

Stocks advanced last week as investors moved past stalled progress in Middle East peace talks and refocused on corporate earnings.

The Standard & Poor’s 500 Index rose 0.91 percent, while the Nasdaq Composite Index climbed 1.12 percent. The Dow Jones Industrial Average moved up 0.55 percent. The MSCI EAFE Index, which tracks developed overseas stock markets, added 0.58 percent.1,2

April: Best Month in Five Years for S&P, Nasdaq

Markets were under pressure early in the week as investors focused on stalled peace talks and rising oil prices.3

But midweek, momentum shifted. First, the Fed announced it was holding interest rates steady, as expected, but there was some dissent over the decision. Then investors' attention focused on Wednesday’s closing bell, when several big-name companies reported Q1 results.4

Investors mostly liked what they heard, and stock prices rose, ending April on a high note. The Dow led the broad market rally while the S&P 500 and Nasdaq each logged their best monthly performances in 5 years.5

Stocks rose again on Friday as oil prices fell. Investors applauded Q1 results from another high-profile megacap tech company, which helped the S&P notch another all-time intraday high.6

Fed News

The Federal Reserve voted 8-4 to keep interest rates steady at the April meeting, leaving the Federal Funds Rate at a 3.5 to 3.75 percent target range. Market observers were quick to point out that the 8-4 decision was the Federal Open Market Committee’s most divided vote since 1992.7

At the last FOMC press conference of his eight-year tenure, Fed Chair Powell announced he would stay on as a Fed governor after his term as Chair expires on May 15. Earlier that day, the Senate Banking Committee confirmed Kevin Warsh as the next Fed Chair, setting up a final confirmation vote in the Senate.7

This Week: Key Economic Data

Monday: New York Fed President John Williams speaks.

Tuesday: Trade Balance. Job Openings. New Home Sales (Feb* + March). ISM Services. Federal Reserve speeches: Michelle Bowman, Michael Barr.

Wednesday: ADP Employment Report. Chicago Fed President Austan Goolsbee speaks.

Thursday: Weekly Jobless Claims. Productivity. Construction Spending (Feb* + March). Consumer Credit. Federal Reserve speeches: Neel Kashkari, John Williams.

Friday: Fed governor Lisa Cook speaks. U.S. Employment Report. Wholesale Inventories. Consumer Sentiment. Fed panel: Chicago Fed President Austan Goolsbee, San Francisco Fed President Mary Daly, Fed governors Michelle Bowman and Christopher Waller. 

* indicates federal data release delayed by government shutdown

Source: Investors Business Daily - Econoday economic calendar; May 1, 2026. The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials. The content is developed from sources believed to provide accurate information. The forecasts or forward-looking statements are based on assumptions and may not materialize. The forecasts are also subject to revision.

This Week: Companies Reporting Earnings

Monday: Palantir Technologies Inc. (PLTR), Vertex Pharmaceuticals Incorporated (VRTX)

Tuesday: Advanced Micro Devices, Inc. (AMD), Arista Networks, Inc. (ANET), Pfizer Inc. (PFE)

Wednesday: The Walt Disney Company (DIS), Uber Technologies, Inc. (UBER), AppLovin Corporation (APP), CVS Health Corporation (CVS)

Thursday: McDonald’s Corporation (MCD), Gilead Sciences, Inc. (GILD), McKesson Corporation (MCK)

Source: Zacks, May 1, 2026. Companies mentioned are for informational purposes only. It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your goals, time horizon, and risk tolerance. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. Companies may reschedule their earnings reports without notice.

"Be courteous to all, but intimate with few."

– George Washington

IRS Offers Free Tax-Prep Option for Military Personnel 

Each year, the Internal Revenue Service takes a moment to remind active duty military personnel that the “IRS Free File” offers them multiple choices for free federal tax preparation.

This information is not a substitute for individualized tax advice. Please consult with a qualified tax professional to discuss your specific tax issues.

Tip adapted from IRS.gov8

Four Tips to Help You Sleep Better

Sleep is one of the most important things we do to stay healthy and energized. Much more goes into getting a good night’s sleep than simply resting your head on the pillow, so here are some tips for getting your shut-eye:

  • Increase bright light exposure during the day. You probably already know that it helps to keep your room dark while you sleep, but did you know it’s also beneficial to get enough bright light during the day? These contrasts tell your body when it’s time to go to sleep. This natural clock is called your circadian rhythm.
  • Reduce blue light exposure in the evening. The blue light emitted by our devices (smartphones, tablets, and TVs) can disrupt your sleep cycle. Try to limit blue light at least two hours before bedtime. Some devices offer a setting that automatically “warms” the light to limit these blue hues.
  • Try to wake up and sleep consistently, even on weekends, as this is another way to set up your body’s circadian rhythm for success.
  • Adjust your bedroom temperature. Did you know that the temperature in your bedroom can affect your sleep? Some studies show that temperature matters even more than noise. 

Tip adapted from Centers for Disease Control9

Katherine and Sterling each have the same number of pears. How many pears does Katherine need to give Sterling so that Sterling has 10 more pears than she does?

Last Week's Riddle: I am astonishingly light, but even the strongest person in the world can only hold me for a few minutes. What am I?

Answer: Air.

Phoenicopterus Roseus (pink flamingo) 

Salar de Uyuni, Bolivia

Footnotes And Sources

1. WSJ.com, May 1, 2026
2. Investing.com, May 1, 2026
3. CNBC.com, April 28, 2026
4. WSJ.com, April 29, 2026
5. CNBC.com, April 30, 2026
6. CNBC.com, May 1, 2026
7. WSJ.com, April 29, 2026
8. military.com, January 26, 2025
9. Centers for Disease Control, October 9, 2023 

Weekly Market Commentary

The Markets

It’s all about how you slice the index pie.

Last week, the Standard & Poor’s 500 Index (S&P 500) closed at a new record high even though 329 of its 500 stocks lost value, reported Connor Smith of Barron’s.

How is that possible? The S&P 500 is a capitalization-weighted index.

Imagine the S&P 500 as a pie. Each stock in the index is one slice of that pie, and all of the slices are different sizes. The size of each company’s slice is determined by its market capitalization. (Market capitalization is a stock’s share price times the number of shares outstanding). For example, if:

  • Company A has a stock price of $50 and 100 shares outstanding, then it has a capitalization of $5000.
  • Company B has a stock price of $100 and 1000 shares outstanding, then it has a capitalization of $100,000.

If both companies were in the S&P 500, Company B would be a bigger slice in the index pie.

One of the companies with the largest slices of S&P 500 pie is a chipmaker with a share price of about $200 and more than 20 billion shares outstanding. Its capitalization was recently more than $5 trillion.

A company of this size is called a mega-cap company because it’s so large. When mega-cap company stocks gain value, they can pull the entire S&P 500 up, even when smaller companies are flagging, reported Adam Hayes of Investopedia.

In contrast, if the S&P 500 was equal-weighted, every company’s slice would be the same size. As a result, every stock would have equal influence, so the index’s performance would reflect the performance of all of the companies. If most stocks were falling, then an equal-weighted index would probably move lower.

From a practical perspective, when a capitalization-weighted index is rising, and most of its stocks are falling, then a handful of sizeable companies are performing exceptionally well. Last week, a small group of companies in the S&P 500 did exceptionally well.

It’s still early in earnings season, which is the time when companies let investors know how they performed in the previous quarter. With 28 percent of S&P 500 companies reporting actual results so far, the index is on track to report its highest net profit margin (+13.4 percent) in more than 15 years. The Information Technology sector is leading the way with profits for the companies that have reported so far up 29.1 percent in the first quarter of 2026 compared to up 25.4 percent in the first quarter of last year, according to John Butters of FactSet.

“Semiconductor stocks are in the midst of a historic run, a winning streak that is every bit as impressive as Joe DiMaggio’s famous stretch of 56 straight games with a hit,” reported Paul R. La Monica of Barron’s.

Last week, the S&P 500 and Nasdaq Composite finished the week higher, while the Dow Jones Industrial Average lost value. In addition, yields on longer maturities of U.S. Treasuries moved higher over the week.

RETIREMENT CONFIDENCE FALLS. Stock markets have been climbing higher, but many Americans are feeling less optimistic about retirement. In fact, retirement confidence in the United States dropped significantly in 2026 on worries about Social Security, Medicare and inflation, according to the 2026 Retirement Confidence Survey conducted by the Employee Benefits Research Institute and Greenwald Research.

In 2026, American workers are less confident than they were in 2025 that they’ll have enough money to pay for basic expenses in retirement. Just 58 percent of workers and 71 percent of retirees are confident they will have enough money to keep up with inflation and cost of living in retirement. People who participated in the Retirement Confidence Survey were:

 

  Working Americans Retired Americans
  2026 2025 2026 2025

At least somewhat confident I’ll have enough money to live comfortably in retirement.

 

61% 67% 73% 78%

Concerned the U.S. government will make significant changes to the American retirement system.

 

78% 79% 69% 71%

Confident Social Security will provide similar benefits in the future.

 

50% 51% 60% 65%

Confident Medicare will provide similar benefits in the future.

 

52% 53% 62% 70%

 

Alicia Munnell and Gal Wettstein of the Center for Retirement Research at Boston College reported on a survey that found Americans across the wealth spectrum have become more concerned about the impacts of potential changes to Social Security and Medicare on their retirement plans. The concerns have led some to begin saving more for emergencies, delaying retirement, and/or investing more conservatively.

 

Decisions like these should not be made lightly. For example, investing more conservatively may be a sound choice or it could a choice that makes it more difficult to reach a comfortable retirement. It depends on individual circumstances and goals. Investing conservatively can reduce short-term ups and downs, but it also can limit long-term growth potential and the benefits of compounding.

 

If you have questions about retirement, please get in touch. We’re happy to review your plan or help you build one.

 

WEEKLY FOCUS – THINK ABOUT IT

“Plans are nothing; planning is everything.”

―  Dwight D. Eisenhower, Former U.S. President

Sources:

https://www.barrons.com/livecoverage/stock-market-news-today-042426/card/the-s-p-nasdaq-hit-fresh-highs-market-breadth-is-terrible--LSnyu8Ofaq3jG05pVN45 or go to https://resources.carsongroup.com/hubfs/WMC-Source/2026/04-27-26-Barrons-The-S&P-Nasdaq-Hit%20-%201.pdf

https://www.investopedia.com/terms/c/capitalizationweightedindex.asp

https://finance.yahoo.com/quote/NVDA/key-statistics/

https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_042426.pdf

https://www.barrons.com/articles/semiconductor-stocks-rally-take-profits-now-28e9edb6?mod=hp_LEDE_C_2_B_1 or go to https://resources.carsongroup.com/hubfs/WMC-Source/2026/04-27-26-Barrons-Semiconductor-Stocks-Winning-Streak%20-%204.pdf

https://www.barrons.com/market-data?mod=BOL_TOPNAV r go to https://resources.carsongroup.com/hubfs/WMC-Source/2026/04-27-26-Barrons-DJIA-S&P-Nasdaq%20-5.pdf

https://home.treasury.gov/resource-center/data-chart-center/interest-rates/TextView?type=daily_treasury_yield_curve&field_tdr_date_value=2026

https://www.ebri.org/docs/default-source/rcs/2026-rcs/2026-rcs-release-report.pdf?sfvrsn=1229022f_1 (Page 4 and charts)

https://www.ebri.org/docs/default-source/rcs/2025-rcs/2025-rcs-release-report.pdf?sfvrsn=f5e3042f_5 (Page 4 and charts)

https://crr.bc.edu/the-impact-of-financial-advisors-since-the-uptick-in-policy-risk/

https://www.fidelity.com/learning-center/wealth-management-insights/risks-of-investing-conservatively

https://www.brainyquote.com/quotes/dwight_d_eisenhower_149111

Weekly Market Insights | Mixed Week After Ceasefire

Stocks were mixed last week as investors gauged potential outcomes of the Middle East conflict amid an ongoing ceasefire.

The Standard & Poor’s 500 Index rose 0.55 percent, while the Nasdaq Composite Index advanced 1.50 percent. By contrast, the Dow Jones Industrial Average fell 0.44 percent. The MSCI EAFE Index, which tracks developed overseas stock markets, declined 2.75 percent.1,2

Mixed Markets As Investors Look Ahead

Stocks began the week lower after tensions in the Middle East escalated over the weekend. They remained under pressure through Tuesday’s close as Wednesday’s expiration of the ceasefire loomed.3

Markets opened higher on Wednesday as investors cheered a ceasefire extension, while solid Q1 corporate earnings results boosted market momentum. Oil prices rose above $100/barrel, and all three major stock averages closed higher, with the S&P 500 and Nasdaq logging new all-time highs.4

The S&P and Nasdaq recovered from a slump in software stocks, while higher oil prices put stocks under pressure, logging fresh intraday highs along the way. Investors appeared increasingly desensitized to the Middle East conflict.5,6

Consumer Paradox

Fresh news on Friday showed consumer sentiment slipped to an all-time low in April. Consumers may be thinking about inflation, the job market, and geopolitical tensions.7

However, the paradox is that consumers keep spending. Last Tuesday’s retail sales report showed consumer spending rose 1.7 percent in March, the highest monthly rise in more than 3 years.8

This Week: Key Economic Data

Tuesday: S&P Case-Shiller Home Price Index. Consumer Confidence.

Wednesday: Durable Goods. Housing Starts (Feb+Mar)*. Building Permits (Feb+Mar)*. U.S. Trade Balance in Goods. Retail & Wholesale Inventories. FOMC Interest Rate Decision. Fed Chair Press Conference.

Thursday: GDP (Q1). Weekly Jobless Claims. Employment Cost Index. Personal Consumption Expenditures (PCE) Index. Leading Economic Indicators.

*indicates federal data release delayed by government shutdown

Source: Investors Business Daily - Econoday economic calendar; April 24, 2026. The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials. The content is developed from sources believed to provide accurate information. The forecasts or forward-looking statements are based on assumptions and may not materialize. The forecasts are also subject to revision.

This Week: Companies Reporting Earnings

Monday: Verizon Communications Inc. (VZ), Cadence Design Systems, Inc. (CAD)

Tuesday: Visa Inc. (V), The Coca-Cola Company (KO), T-Mobile-US, Inc. (TMUS), Corning Incorporated (GLW), Booking Holdings Inc. (BKNG), Welltower Inc. (WELL), S&P Global Inc. (SPGI), Starbucks Corporation (SBUX), Spotify Technology (SPOT)

Wednesday: Alphabet Inc. (GOOG/GOOGL), Microsoft Corporation (MSFT), Amazon.com, Inc. (AMZN), Meta Platforms, Inc. (META), AbbVie, Inc. (ABBV), KLA Corporation (KLAC), Amphenol Corporation (APH), Qualcomm Incorporated (QCOM), Equinix, Inc. (EQIX)

Thursday: Apple Inc. (AAPL), Eli Lilly and Company (LLY), Mastercard Incorporated (MA), Caterpillar Inc. (CAT), Merck & CO., Inc. (MRK), Amgen Inc. (AMGN), ConocoPhillips (COP), Sandisk Corporation (SNDK), Western Digital Corporation (WDC), Stryker Corporation (SYK), Parker-Hannifin Corporation (PH), Bristol Myers Squibb Company (BMY), Altria Group, Inc. (MO), The Southern Company (SO)

Friday: Berkshire Hathaway, Inc. (BRK.A/BRK.B), Exxon Mobil Corporation (XOM), Chevron Corporation (CVX)  

Source: Zacks, April 24, 2026. Companies mentioned are for informational purposes only. It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your goals, time horizon, and risk tolerance. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. Companies may reschedule their earnings reports without notice.

“Always it's spring and everyone's in love and flowers pick themselves.”

– E.E. Cummings

Reporting Cash Payments

Are you expecting a little extra cash from a sale? The IRS would like to know. Individuals, corporations, and partnerships engaged in a trade or business must report cash transactions of more than $10,000.

These cash payments can include jewelry sales, an overseas purchase, or any other cash transaction. You also need to report cash payments received in one lump sum, in two or more related payments within 24 hours, or as part of a single transaction or two or more transactions in the last year. 

File Form 8300, titled Report of Cash Payments Over $10,000 Received in a Trade or Business. This form requires information about the benefactor and the recipient of the cash, a description of the transaction, and information about any other parties involved.

This information is not a substitute for individualized tax advice. Please consult with a qualified tax professional to discuss your specific tax issues.

Tip adapted from IRS.gov9

The Health Benefits Of A Meat-Free Day

The overwhelming health benefits of a plant-based diet are clear, but becoming entirely vegetarian or vegan is not for everyone. Luckily, one can still enjoy many health benefits by being “meat-free” for just one day per week. Here are some of the main benefits of this healthy lifestyle transition:

  • You’ll be reducing your consumption of potentially dangerous processed meat – According to the World Health Organization, processed meats rank alongside cigarettes as a major cause of cancer.
  • You’ll decrease your risk of heart disease—Coronary heart disease is linked to a meat-based diet, and most cardiovascular diseases can be prevented by switching to a plant-based diet.
  • You’ll be ingesting more vitamins, minerals, and fiber – On your meat-free days, you will likely prioritize other foods such as veggies, fruits, whole grains, and other plant-based products. This variety will help you round out your diet.

These are merely a few benefits of being meat-free for a day. Want more inspiration? Google “Meatless Monday” for recipe suggestions. 

Tip adapted from MindFood.com10

I am astonishingly light, but even the strongest person in the world can only hold me for a few minutes. What am I?

Last Week's Riddle: What 8-letter name would be cute and logical for a house cat living below the Mason-Dixon line?

Answer: Southpaw.

Phoenicopterus Roseus (pink flamingo) Alar de Uyuni district, Bolivia

Salar de Uyuni, Salar de Uyuni, Bolivia

Footnotes And Sources

1. WSJ.com, April 17, 2026
2. Investing.com, April 24, 2026
3. CNBC.com, April 21, 2026
4. CNBC.com, April 22, 2026
5. CNBC.com, April 23, 2026
6. WSJ.com, April 24, 2026
7. CNBC.com, April 24, 2026
8. WSJ.com, April 21, 2026
9. IRS.gov, January 17, 2025 
10. MindFood.com, November 17, 2025

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