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Market Notebook, August 23rd, 2020

 <CLICK TO READ THIS WEEK'S NOTEBOOK> The bond complex gained some ground while U.S. equities advanced last week. Global equities were somewhat disconnected from U.S. markets and roughly consolidated on the week. Market participants in the U.S. continue to look...

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Market Notebook, August 16th, 2020

 <CLICK TO READ THIS WEEK'S NOTEBOOK> The bond complex sold off sharply while U.S. equities advanced last week. The bond complex ran into headwinds because of a number of possible factors including better than expected economic data, inflation concerns, and...

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Market Notebook, August 9th, 2020

 <CLICK TO READ THIS WEEK'S NOTEBOOK> Both the bond complex and U.S. equities advanced while many other global equities largely consolidated last week. The President implemented marginal fiscal relief through executive order last week. While these actions are...

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Market Notebook, August 2nd, 2020

 <CLICK TO READ THIS WEEK'S NOTEBOOK> The bond complex advanced while global equities largely consolidated last week. Technology remains strong while the broader market continues to struggle. The real economy is in a tough spot and difficult conditions are...

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Market Notebook, July 5th, 2020

 <CLICK TO READ THIS WEEK'S NOTEBOOK> During the last week, the bond complex generally consolidated or ticked higher. Global equities also gained on positive economic data.Equities appear overpriced given the overall economic situation. The U.S. is making gains...

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Market Notebook, June 28th, 2020

 <CLICK TO READ THIS WEEK'S NOTEBOOK> The bond complex ticked higher while global equities struggled during the last week.COVID-19 concerns were front and center. Equity markets struggled on a slow drip of negative news. Negative price action appeared to sap...

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Market Notebook, June 21st, 2020

 <CLICK TO READ THIS WEEK'S NOTEBOOK> The bond complex ticked higher while global equities generally consolidated or ticked slightly higher during volatile trading over the last week.Concern is building over what appears to be a relatively sharp increase in...

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Market Notebook, June 14th, 2020

 <CLICK TO READ THIS WEEK'S NOTEBOOK> The bond complex nudged higher while global equities suffered a setback during the last week.The recent period in the markets could be called, "The Rise of the Retail Investor". Price action in the markets has taken on a...

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Market Notebook, June 7th, 2020

 <CLICK TO READ THIS WEEK'S NOTEBOOK> Global equities surged higher last week while the bond complex largely consolidated or ticked a bit lower. It appears that equity prices are disconnected from economic fundamentals. It is true that business conditions have...

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Market Notebook, May 31st, 2020

 <CLICK TO READ THIS WEEK'S NOTEBOOK> Global equities ticked higher last week while the bond complex largely consolidated or ticked higher. Market participants appear to be shrugging off negative economic data and are pushing equities higher. The unprecedented...

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