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Market Notebook
<CLICK HERE TO READ THIS WEEK'S NOTEBOOK> U.S. equities powered higher on the week while the bond complex generally remained within a consolidation range. The S&P rebounded smartly above its 50-day moving average, repairing the...
Market Notebook
Discussion - Global equities generally ended last week sharply lower. Bonds traded a bit mixed depending on duration with short duration taking a hit and longer duration moving higher. A mix of conflicting influences appeared to move individual...
Market Notebook
Discussion - Both equities and bonds have broken out above their respective ranges and have held a closing price above. It appears that short-term momentum is positive for both. Bond market participants appear to be signaling that they agree with...
Market Notebook
Discussion - Both equities and bonds appear range-bound, albeit very near the top of their respective ranges. It will be very interesting to see if either equities or bonds can break through resistance and hold a close above that resistance in the...
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...
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...
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...
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. -...
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...
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...