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Understanding the Stock-Market Rally: Signs of Strength Amidst Volatility

Updated: Jun 23, 2023



The recent decline in the S&P 500 index may raise concerns for investors, but experts suggest that the current bullish breakout is far from over. Despite a few consecutive drops, there are key indicators to determine whether the stock-market rally is here to stay. Let's explore these factors and shed light on the potential for future growth.


Confirmation of a Bullish Breakout

The S&P 500's bullish trend can still be confirmed, even in the face of modest declines. According to Steve Suttmeier, technical research strategist at BofA Global Research, as long as the index remains above the critical level of 4,200, a previous ceiling from August to early June, the market's newly bullish trend will persist. This level serves as a support zone for the index.


Support Levels and Potential Upside

In the event that the index drops below 4,200, there is still hope for support around 4,100 or 4,050. It is important to note that the S&P 500 recently exited bear-market territory, rebounding by nearly 14% since the beginning of the year. This growth has been largely driven by the exceptional performance of select mega cap technology stocks. However, the rally has started to broaden in recent weeks, indicating a positive shift in market dynamics.


Positive Technical Indicators

Several technical indicators suggest that the S&P 500 is poised for further growth. Improved moving averages on the price charts and the formation of a bullish cup-and-handle pattern are positive signs. These indicators align with BoFA research and reinforce the belief that the index is experiencing a bullish breakout, potentially leading to more upside in the future.


Projected Turnaround

Analysts predict that the S&P 500 could surpass 4,500 in the coming months, representing a significant turnaround from last year's expectations. Earlier in 2023, only the most optimistic Wall Street analysts believed the index would reach or exceed this level. If the current bullish trend continues, it could mark a remarkable achievement for the stock market.


Impact of External Factors

It is crucial to consider the impact of external factors on the market. On Wednesday, all three major indexes experienced declines following statements by Federal Reserve Chair Jerome Powell suggesting potential interest rate hikes. However, it's important to understand that short-term fluctuations driven by external news events do not necessarily undermine the overall bullish trend.


Stock-Specific Developments

While the broader market is experiencing a rally, individual stocks may face specific challenges. Tesla Inc., for instance, saw a significant drop in its stock price due to a downgrade by Barclays. Despite this, Tesla's overall performance has been exceptional, with shares doubling in value this year. It is crucial to evaluate individual stock movements within the context of the broader market trends.


Potential Risks

Investors should remain mindful of potential risks in the market. Intel Corp., for example, faced a decline in its stock price following its plans to compete against third-party fab giant Taiwan Semiconductor Manufacturing Co. Such developments can impact the performance of individual stocks and should be closely monitored.


Bottom Line

Although the recent decline in the S&P 500 index may cause some concern, it is important for investors to understand the bigger picture. The market's bullish breakout remains intact as long as the index stays above the critical support level of 4,200. Positive technical indicators, a broadening rally, and the potential for a significant turnaround support the notion of continued growth. While short-term fluctuations and stock-specific challenges may occur, evaluating the overall market trends, staying informed, and maintaining a diversified portfolio will help investors make well-informed decisions.


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