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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...
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...
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...
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. -...
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...
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...
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...
Market Notebook, March 7th, 2021
<CLICK TO READ THIS WEEK'S NOTEBOOK> Global equities were mixed during the last week while U.S. equities and the bond complex generally retreated with increased volatility. Bonds appear to be in a continued downward trend.The stimulus...
Market Notebook, February 28th, 2021
<CLICK TO READ THIS WEEK'S NOTEBOOK> Equities were battered along with bonds last week. Trouble in the bond market spilled over into equities as market participants reacted to a "sloppy" treasury auction. Spiking yields have both bond and...
Market Notebook, February 21st, 2021
<CLICK TO READ THIS WEEK'S NOTEBOOK> Equities appeared to consolidate while bonds appeared to trend lower during the last week.Market participants appear to be concerned about the possibility of future inflation which could be a factor...