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Market Notebook, May 30th, 2021
<CLICK TO READ THIS WEEK'S NOTEBOOK> Both equities and bonds appear range-bound, albeit near the top of their respective ranges. Price recovery in the bond market is somewhat surprising given recent inflation concerns. Given bonds are pricing near the top of...
Market Notebook, May 23rd, 2021
<CLICK TO READ THIS WEEK'S NOTEBOOK> After a volatile week both equities and the bond complex generally, remain range-bound.The Conference Board's Leading Economic Index increased in April, eclipsing the pre-Covid high. This suggests that the real economy...
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...