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Market Notebook, December 6th, 2020
<CLICK TO READ THIS WEEK'S NOTEBOOK> U.S. equities made new highs while bonds ex high yield, retreated last week.In the short to medium term, market participants are likely to be interested in the strength of the real economic recovery...
Market Notebook, November 29th, 2020
<CLICK TO READ THIS WEEK'S NOTEBOOK> Both global equities and bonds traded higher last week.The theme of winners and losers continues. Normalization of economic activity is well off into the future, however, market price action is signaling...
Market Notebook, November 22nd, 2020
<CLICK TO READ THIS WEEK'S NOTEBOOK> Global equities mostly outperformed U.S. equities last week with U.S. equities finishing the week in what could be called a consolidation range. BND, the Vanguard Total Bond Market ETF closed above the 20...
Market Notebook, November 15th, 2020
<CLICK TO READ THIS WEEK'S NOTEBOOK> Global equities moved sharply higher while the bond complex largely retreated last week. High yield bonds were the exception. BND, the Vanguard Total Bond Market ETF closed above the 20 day Exponential...
Market Notebook, November 8th, 2020
<CLICK TO READ THIS WEEK'S NOTEBOOK> Both global equities and bonds tracked higher last week. BND, the Vanguard Total Bond Market ETF closed above the 20 day Exponential Moving Average and 50 day Simple Moving Average, potentially snapping...
Market Notebook, November 1st, 2020
<CLICK TO READ THIS WEEK'S NOTEBOOK> Global equities retreated last week while bonds tried to stage a rally and then failed, thus remaining within what appears to be a down trend. BND, the Vanguard Total Bond Market ETF remained below the 20...
Market Notebook, October 25th, 2020
<CLICK TO READ THIS WEEK'S NOTEBOOK> Global equities were mixed last week while U.S. equities slid and bonds appeared solidly entrenched in a down trend. BND, the Vanguard Total Bond Market ETF remained below the 20 day Exponential Moving...
Market Notebook, October 18th, 2020
<CLICK TO READ THIS WEEK'S NOTEBOOK> Global equities struggled last week while bonds drifted higher. BND, the Vanguard Total Bond Market ETF remained below the 20 day Exponential Moving Average and 50 day Simple Moving Average.Recent excess...
Market Notebook, October 11th, 2020
<CLICK TO READ THIS WEEK'S NOTEBOOK> Global equities moved sharply higher while bonds were mixed with high yield moving higher and less risky issues slumping lower. BND, the Vanguard Total Bond Market ETF remained solidly below the 20 day...
Market Notebook, October 4th, 2020
<CLICK TO READ THIS WEEK'S NOTEBOOK> Global equities were mixed with the S&P 500 hovering near the 50 day moving average while bonds remained within a longer term consolidation range. Such price action is encouraging given last week's...