TSP Market Summary: 2024

55 weekly market commentaries from 2024.

December 2024

Week of December 28, 2024

S&P 500 ended up at 5,970 after volatile holiday week. Strong Christmas Eve rally followed by Friday selloff as rates rose, pressuring TSP funds.

  • • Markets had best Christmas Eve since 1974 but ended week with broad-based Friday selloff

Week of December 21, 2024

S&P 500 fell 2% this week after Fed cut rates but signaled fewer 2025 cuts than expected, causing Wednesday's sharp selloff despite Friday's rebound.

  • • Fed's hawkish guidance on 2025 rate cuts triggered a 2.95% market drop Wednesday

Week of December 19, 2024

Markets fell broadly after Fed comments, dropping to mid-November levels. TSP participants should consider new allocation strategy.

  • • Fed remarks triggered broad market selloff across all sectors

Week of December 14, 2024

S&P 500 paused after four up weeks as inflation data met expectations but producer prices rose. Large cap growth stocks dominated while small caps lagged.

  • • Magnificent 7 stocks hit new highs, driving NASDAQ gains while Dow fell for 7 straight days

Week of December 07, 2024

S&P 500 achieved third consecutive week of gains with steady upward momentum. C and S funds hit new record highs while recommendation remains unchanged.

  • • Markets showed steady gains for third straight week with S&P 500 hitting new records

November 2024

Week of November 30, 2024

S&P 500 hit new highs as Fed signals more rate cuts possible. November was best month of 2024 for stocks with small caps leading gains.

  • • S&P 500 reached record high of 6,032 supported by falling interest rates and Fed optimism

Week of November 23, 2024

S&P 500 hit new highs while small caps surged 4.5%. TSP S fund reached all-time highs, leading performance rankings ahead of Thanksgiving week.

  • • S&P 500 gained daily all week, closing at 5,969 despite Nvidia earnings disappointment

Week of November 16, 2024

S&P 500 hit 6,000 for first time but ended week down as Fed signaled slower rate cuts. TSP S fund leads with new highs while C fund stalled.

  • • Markets gave back post-election gains as Fed Chair signaled slower future rate cuts

Week of November 09, 2024

Election week drove S&P 500 to new highs near 6,000, with Fed rate cut adding momentum. S fund hits first record in 3 years, now leads TSP performance.

  • • Election results eliminated market uncertainty, driving S&P 500 to 3 record highs this week

Week of November 03, 2024

S&P 500 fell for second straight week on AI cost concerns and weak jobs data. Technical indicators signal caution ahead of election and Fed meeting.

  • • Tech selloff drove S&P 500 down 1.8% Thursday, ending five-month winning streak in October

October 2024

Week of October 26, 2024

Tesla's 22% surge drove mixed markets as S&P 500 broke 6-week win streak. Major tech earnings next week could impact C Fund performance.

  • • Tesla's earnings beat sparked 22% gain, helping NASDAQ extend winning streak to 7 weeks

Week of October 19, 2024

S&P 500 extends winning streak to 6 weeks with new highs despite tech volatility. TSP C and S funds hit records, prompting Conservative model adjustments.

  • • S&P 500 achieved 6th consecutive weekly gain with record highs on Monday and Friday

Week of October 12, 2024

S&P 500 hits fifth consecutive weekly gain with new record high of 5,815. Current bull market marks two-year anniversary with strong momentum continuing.

  • • S&P 500 achieved fifth straight weekly gain, closing at record high of 5,815 points

Week of October 05, 2024

S&P 500 hit new highs amid Fed rate cut signals and strong jobs data, despite midweek volatility from port strikes and Middle East tensions.

  • • S&P 500 achieved 20%+ gain in first nine months, historically suggesting positive Q4 returns

September 2024

Week of September 28, 2024

S&P 500 hit three new records this week driven by Fed rate cuts, China stimulus, and strong US GDP. C and I funds reached all-time highs.

  • • S&P 500 set three new all-time highs this week, boosting C Fund performance significantly

Week of September 21, 2024

Fed cuts rates 50 basis points, driving S&P 500 to new record highs above 5,700. TSP equity funds hit 52-week highs with strong technical indicators.

  • • Fed's first rate cut in 4 years sparked market rally with S&P 500 reaching record 5,733

Week of September 14, 2024

S&P 500 had its best week of 2024 after worst week, driven by mixed inflation data and strong economic indicators. All TSP equity funds turned bullish.

  • • S&P 500 rebounded with best week of 2024, now less than 1% from all-time highs

Week of September 07, 2024

Markets declined in holiday-shortened week as tech stocks led selloff. TSP C, S, I funds dropped below 20-day averages but maintain bullish trends.

  • • S&P 500 fell over 1% twice this week, driven by tech selloff including 10% Nvidia decline

August 2024

Week of August 31, 2024

S&P 500 hit fourth straight winning month despite tech volatility. Strong PCE data supports Fed rate cuts, boosting TSP C, I, and S funds outlook.

  • • S&P 500 reached monthly highs despite major tech stocks like Nvidia and Intel declining

Week of August 24, 2024

Fed Chair Powell signaled rate cuts are coming, driving S&P 500 to back-to-back weekly gains. TSP F and I funds hit new highs as markets anticipate September policy shift.

  • • Powell confirmed rate cuts are coming, with timing dependent on upcoming economic data

Week of August 17, 2024

S&P 500 broke four-week losing streak with positive economic data on inflation, retail sales, and consumer sentiment. TSP equity funds show bullish signals.

  • • Inflation cooled to 2.9% in July, lowest since March 2021, boosting market confidence

Week of August 10, 2024

S&P 500 recovered from Monday's 3% drop but still posted fourth straight weekly decline. Bond fund scores highest amid market volatility.

  • • Markets saw extreme volatility with S&P 500 dropping 3% Monday then recovering by week's end

Week of August 03, 2024

S&P 500 fell 2% as July ended strong but August started weak. Unemployment rose to 4.3%, triggering recession signals and boosting bonds.

  • • S&P 500 dropped over 2% for the week as weak jobs data sparked recession fears

July 2024

Week of July 27, 2024

S&P 500 fell for second straight week amid big tech earnings disappointment, but Friday's inflation data sparked recovery. TSP increased G fund allocation.

  • • Big tech earnings (Microsoft, Alphabet, Tesla) disappointed, causing largest daily drop since 2022

Week of July 24, 2024

S&P 500 broke key support at 5,446 and moving averages crossed bearishly, prompting TSP allocation changes toward more conservative positioning.

  • • S&P 500 fell below critical 5,446 support level, signaling potential further market weakness

Week of July 20, 2024

Markets rotated as S&P 500 fell from highs while small caps gained. Fed optimism on inflation supports September rate cut expectations.

  • • Large growth stocks (C fund) pulled back after hitting 7 new highs in 10 days

Week of July 13, 2024

S&P 500 hit 6 consecutive record highs as Fed signals rate cuts ahead. Strong week for TSP with all four main funds reaching 52-week highs.

  • • Fed Chair Powell's rate cut signals drove markets to 6 straight record closes

Week of July 06, 2024

S&P 500 hit three record highs this week on Fed optimism and jobs data. C fund leads TSP performance while S fund lags behind other options.

  • • S&P 500 reached three new record highs this week, boosting C fund performance significantly

June 2024

Week of June 29, 2024

S&P 500 broke 3-week winning streak despite hitting new record high Friday on strong inflation data. C Fund leads TSP performance rankings.

  • • S&P 500 hit new record high of 5,523 after May inflation data showed lowest rate since 2021

Week of June 29, 2024

S&P 500 broke three-week winning streak despite hitting new highs Friday on strong inflation data. C Fund remains top performer with no changes recommended.

  • • S&P 500 hit new record high of 5,523 Friday after Core PCE inflation fell to lowest since 2021

Week of June 22, 2024

S&P 500 hit new highs for 8th up week in 9, though chip stocks weakened late week. C Fund leads performance rankings with no TSP changes recommended.

  • • S&P 500 reached new record highs early week, marking 8 up weeks out of last 9

Week of June 15, 2024

S&P 500 hit record highs on cooling inflation and Fed rate pause. C fund leads TSP performance while international and small caps lagged.

  • • S&P 500 set multiple records this week, gaining over 1% on positive inflation data

Week of June 08, 2024

S&P 500 gained over 1% with new record highs despite mixed jobs data. C and I funds hit records while S fund continued declining.

  • • S&P 500 set new record highs mid-week driven by tech rally, closing up over 1%

Week of June 01, 2024

S&P 500 ended 5-week win streak despite Friday rally. Rising yields pressured markets mid-week. TSP recommendation: no changes to current mix.

  • • S&P 500's 5-week winning streak ended as rising 10-year yields pressured equity markets

May 2024

Week of May 25, 2024

S&P 500 extends winning streak to five weeks despite daily volatility. TSP C and I funds hit new record highs with continued bullish momentum.

  • • S&P 500 achieved fifth consecutive weekly gain and new intraday record high of 5,341

Week of May 18, 2024

S&P 500 hit record highs at 5,303 after mixed inflation data. TSP C and I funds reached new peaks with strong technical momentum heading into next week.

  • • S&P 500 set new records despite mixed inflation data, gaining four consecutive weeks

Week of May 11, 2024

S&P 500 posted third straight weekly gain, closing at 5,222. Consumer sentiment disappointed but technical indicators show bullish signals for TSP funds.

  • • S&P 500 had third consecutive winning week despite weak consumer sentiment on Friday

Week of May 04, 2024

S&P 500 recovered from mid-week employment cost concerns to close up for the week at 5127, driven by Apple earnings and softer jobs data.

  • • Markets rallied Friday on Apple's strong earnings and weaker-than-expected jobs report

April 2024

Week of April 27, 2024

Volatile week with S&P 500 ending at 5,099 after mixed earnings reports. Meta fell 10% on AI spending concerns while Alphabet surged 12%.

  • • S&P 500 broke 3-week losing streak despite mixed tech earnings and slower GDP growth

Week of April 20, 2024

S&P 500 had worst week since March 2023, down 3% with 6 straight down days. TSP equity funds showing technical weakness as moving averages turn negative.

  • • S&P 500 down 6 consecutive days, worst week since March 2023, closing below key 5,000 level

Week of April 13, 2024

S&P 500 dropped for second straight week amid hot inflation data, weak bank earnings, and geopolitical tensions. TSP C, S, and I funds declined.

  • • March inflation rose more than expected, triggering market selloff and rate cut concerns

Week of April 06, 2024

S&P 500 down 1% for week amid Fed rate concerns, but strong jobs data Friday sparked recovery. TSP C fund scores remain high with no changes recommended.

  • • Strong March jobs report (303K added) initially worried markets but ultimately boosted optimism

March 2024

Week of March 30, 2024

S&P 500 hit new records to end Q1 2024, marking five straight monthly gains. Strong economic data supports bullish outlook despite Apple/Tesla weakness.

  • • C Fund (S&P 500) reached all-time highs with two straight quarters of 10%+ gains

Week of March 23, 2024

Major stock indices hit new highs after Fed held rates steady and maintained forecast for three 2024 cuts. C, I, and S funds all reached new peaks.

  • • Fed's steady rates and three-cut forecast sparked market rally with S&P 500 breaking above 5200

Week of March 16, 2024

S&P 500 fell for second week despite mid-week gains. Mixed inflation data and rising yields signal potential market consolidation ahead.

  • • Mixed inflation data drove market volatility - CPI good, PPI disappointing at 0.6% vs 0.3% expected

Week of March 09, 2024

S&P 500 hit new highs despite weekly decline. Fed Chair Powell signaled rate cuts ahead. All TSP equity funds reached 52-week highs with tight performance gaps.

  • • S&P 500 achieved 9th straight week of higher highs despite small weekly loss

Week of March 02, 2024

Markets hit records after positive inflation data, with S&P 500 closing above 5,100 for first time. All TSP equity funds reached new highs.

  • • S&P 500 hit record 5,137 after January inflation dropped to 2.8%, lowest since March 2021

February 2024

Week of February 24, 2024

S&P 500 hit record highs after Nvidia earnings sparked a 2% rally. C and I funds closed at records. GDP and inflation data coming next week.

  • • S&P 500 set new records with first 2%+ daily gain since January 2023, driven by Nvidia earnings

Week of February 17, 2024

S&P 500 held above 5000 despite inflation concerns. TSP equity funds hit new highs Thursday. No allocation changes recommended ahead of Nvidia earnings.

  • • Higher inflation data caused market volatility but S&P 500 maintained bullish trend above 5000

Week of February 10, 2024

S&P 500 hit record high of 5026 this week, marking its 5th straight winning week. December CPI revision lower boosted Friday's gains.

  • • S&P 500 broke 5000 barrier and closed at record high of 5026 on strong momentum

Week of February 03, 2024

S&P 500 hit new record high despite Fed rate concerns. Strong jobs data and Meta's dividend news drove markets up for 4th straight week.

  • • S&P 500 reached record 4958, up 13 of last 14 weeks despite Fed dampening rate cut hopes

January 2024

Week of January 27, 2024

S&P 500 hit five straight records before closing slightly down Friday. Strong GDP and cooling inflation data supported gains. C fund leads TSP rankings.

  • • S&P 500 achieved five consecutive record highs with strong GDP data beating expectations

Week of January 20, 2024

S&P 500 hit record highs Friday after strong consumer sentiment data, ending 512-day streak without new closing high. TSP C fund also reached all-time high.

  • • S&P 500 broke 512-day record drought with Friday's 1% surge to new all-time high of 4839

Week of January 13, 2024

S&P 500 posts first positive week of 2024, reaching near record highs. C Fund hits new all-time high as markets show potential breakout signals.

  • • S&P 500 gained for first time in 2024, with C Fund reaching new all-time high at 4783

Week of January 06, 2024

S&P 500 ended 9-week winning streak with 4 consecutive down days to start 2024, though technical support levels remain intact for TSP investors.

  • • S&P 500 broke 9-week winning streak, falling to 4697 after rocky start to 2024