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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...
Market Notebook, February 14th, 2021
<CLICK TO READ THIS WEEK'S NOTEBOOK> Equities moved higher while bonds generally retreated during the last week.Bitcoin's recent performance and popularity appear to be forcing large wall street players to accept that crypto currencies are a...
Market Notebook, February 7th, 2021
<CLICK TO READ THIS WEEK'S NOTEBOOK> Equities moved higher while bonds generally retreated during the last week. Long duration bonds appeared to be under more pressure than shorter duration issues.The next round of stimulus appears to be...
Market Notebook, January 31st, 2021
<CLICK TO READ THIS WEEK'S NOTEBOOK> Both equities and bonds pulled back on the week.The Conference Board's Leading Economic Index increased in December. Widespread strength in index components suggest the real economy in the U.S. continues...
Market Notebook, January 24th, 2021
<CLICK TO READ THIS WEEK'S NOTEBOOK> Equities performed well and bonds recovered some ground during the last week. The coming week is a heavy economic data release week. Equity markets have performed strongly in recent weeks and market...
Market Notebook, January 17th, 2021
<CLICK TO READ THIS WEEK'S NOTEBOOK> Both equities and bonds traded in what could loosely be described as range bound trading during the last week. Bonds appeared to bottom while equities struggled to hold onto recent highs.Markets in the...
Market Notebook, January 10th, 2021
<CLICK TO READ THIS WEEK'S NOTEBOOK> Global equities trended higher last week while the bond complex faced selling pressure.Democrat wins in both races in Georgia give the Democrat Party the slimmest control over the legislative agenda in...
Market Notebook, January 3rd, 2021, Full Year 2020
<CLICK TO READ THIS WEEK'S NOTEBOOK> 2020 is in the books. Global equities ended the year near all time highs. Bonds, across a wide range of maturities, traded strongly on the year.As 2021 begins, there is hope that countries around the...
Market Notebook, December 27th, 2020
<CLICK TO READ THIS WEEK'S NOTEBOOK> U.S. equities traded in a range while bonds moved higher during the last week.The number of states with an RT below 1.0 improved again week over week. This is positive news.Expect chop in the coming week...