Wardlaw Wealth Management LLC
WWM Commentary
04.17.26
It’s been a good week and the bulls have reason to celebrate. Investors witnessed a significant rotation from defensive posturing to a full-throttle momentum breakout, as major indices successfully “neutralized” geopolitical risk premiums. The rally we’ve experienced was fundamentally reinforced by a cooling CPI report, which allowed the market to prioritize growth over inflation fears.
Technically, the "risk-on" sentiment was finally confirmed as the S&P 500 firmly established a price level above its 200-day moving average. The VIX mirrored this stabilization, easing from its recent highs to settle in the high teens (thus suggesting a contraction in institutional hedging). One thing to at least be aware of is the S&P 500 Index is now overbought (not a firm reason to sell into the strength, but worth noting).
I want everyone to know, if there is something you have questions about or you have concerns about the recent volatility, please give me a call. I am happy to review your investments at any time. Otherwise, have a great weekend!
Macro Indicator:
Positive
Sector Relative Strength Calculations:
Positive: Technology and Real Estate
Neutral: Communication Services, Financials, Consumer Discretionary, Materials, Industrials, Utilities, and Healthcare
Negative: Energy and Staples
Watch List:
This weekend, I’ll be doing my homework on the following: JACK, WHR, BAX, and DOW
Fixed Income (Treasury Yields):
3mo = 3.6%
1yr = 3.7%
2yr = 3.7%
3yr = 3.8%
5yr = 3.9%
10r = 4.3%
20yr = 4.9%
Disclaimer: Wardlaw Wealth Management LLC does not guarantee the future performance of the above mentioned investments or any specific level of performance. Investments are subject to various market currency, economic, political, and business risks. None of the information presented on the tools2retire website should be interpreted as a recommendation or solicitation to buy or sell any security or investment, to affect any transactions, or conclude any legal act of any kind whatsoever. Wardlaw Wealth Management LLC does not provide investment, legal, or tax advice through the tools2retire website. All items are provided for informational purposes only and are not updated on a specific schedule. No investment or other decisions should be made solely on the contents or information found here. As every investor has unique risk tolerances, goals, and time horizons, the suitability of investments should be discussed with Wardlaw Wealth Management LLC before investing.