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Morning Matters:

How Stocks & Bonds Fared In May
by Geoff Garbacz

June 5, 2018

For the month, the S&P 500 was higher for 11 days and lower for 11 days. All stock indexes were higher for May and the second quarter with returns of between 1.30% and 6.81% now for April and May.

For the year however the S&P 500 has risen only by 1.18%. The Russell 2000 is up 6.39% and is distancing itself from the S&P 500 after lagging for much of 2017. The Dow Jones Industrial Average has just barely turned negative for the year dropping-1.23%.

The NASDAQ 100 and the NASDAQ Composite are now higher by 8.93% and 7.80% respectively in 2018. They refuse to break despite one maven after another coming on the various financial networks proclaiming their imminent death.

The bond market struggled as Treasuries via the iShares 20+ Year Treasury Bond Fund ETF (TLT) have lost -0.56% for the quarter and year to date now stand with a loss of -4.45%. Investment grade bonds via the iShares iBoxx $ Investment Grade Corporate Bond Fund ETF (LQD) have returned -1.62% for the quarter and year to date down -4.99%.

High yield bonds via the iShares IBOXX $ High Corporate Bond Fund ETF (HYG) returned -0.29% for the quarter and -2.14% for the year and continue to more closely track equities than either TLT or LQD. The inability of high yield bonds to break was another clue that equities were ready to start a meaningful run that is being lead by small cap stocks

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