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Market Notebook, May 16th, 2021
<CLICK TO READ THIS WEEK'S NOTEBOOK> Last week was a volatile week for both equities and bonds. Inflation expectations may have played a role. Given the conditions in the real economy, the level of recent fiscal stimulus, and continued accommodative monetary...
Market Notebook, May 9th, 2021
<CLICK TO READ THIS WEEK'S NOTEBOOK> Equities finished last week near all-time highs while bonds remained range-bound.Although the Covid recovery trade appears intact, inflation concerns have the potential to cause increased volatility. - Best Cory Haupt Click...
Market Notebook, May 4th, 2021
<CLICK TO READ THIS WEEK'S NOTEBOOK> Apologies for the delay in publishing this week's market notebook.Equities appear to be trading in a range near recent highs. The bond complex also appears to be trading in a multi-week range. Range bound trading suggests...
Market Notebook, April 25th, 2021
<CLICK TO READ THIS WEEK'S NOTEBOOK> Both U.S. equities and much of the bond complex performed well during the last week. It appears that the Covid recovery trade continues.Last week was a rough week for Bitcoin as certain governments around the world looked to...
Market Notebook, April 18th, 2021
<CLICK TO READ THIS WEEK'S NOTEBOOK> U.S. equities moved higher during the last week while bonds appeared to break out of consolidation higher. The big question facing investors in the short to medium term is, "Is the Covid recovery trade fully factored into...
Market Notebook, April 11th, 2021
<CLICK TO READ THIS WEEK'S NOTEBOOK> For the second week, U.S. equities moved higher while bonds appeared to continue in a consolidation pattern.Consolidation in the bond complex continues to be welcome news for equities. The pandemic recovery trade seems...
Market Notebook, April 4th, 2021
<CLICK TO READ THIS WEEK'S NOTEBOOK> U.S. equities moved higher during the last week while bonds appeared to consolidate. Consolidation in the bond complex is welcome news for equities. The pandemic recovery trade appears alive and well. - Best Cory Haupt Click...
Market Notebook, March 28th, 2021
<CLICK TO READ THIS WEEK'S NOTEBOOK> Global equities were mixed last week while US equities moved higher during a high volatility rally on Friday. The bond complex appeared to consolidate last week but failed to close above the 20-day moving average. The...
Market Notebook, March 21st, 2021
<CLICK TO READ THIS WEEK'S NOTEBOOK> Equities retreated while bonds remained in a strong downward trend during the last week. "The U.S. LEI continued rising in February, suggesting economic growth should continue well into this year," said Ataman Ozyildirim,...
Market Notebook, March 14th, 2021
<CLICK TO READ THIS WEEK'S NOTEBOOK> Global equities recovered during the last week while the bond complex continued in a downward trend.Regarding the passage of a stimulus bill, stimulus checks are already hitting bank accounts. The distribution of stimulus...