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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...

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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...

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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...

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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...

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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...

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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...

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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....

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Market Notebook, May 24th, 2020

 <CLICK TO READ THIS WEEK'S NOTEBOOK> Both global equities and the bond complex consolidated last week.As expected, the Conference Board's Leading Economic Index for the U.S. decreased in April. The following is an excerpt from The Conference...

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Market Notebook, May 17th, 2020

 <CLICK TO READ THIS WEEK'S NOTEBOOK> Both equities and the bond complex remained in consolidation, trending slightly towards weakness during the last week.Market participants are keeping close watch on the pace of recovery as states attempt...

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Market Notebook, May 10th, 2020

 <CLICK TO READ THIS WEEK'S NOTEBOOK> Equities inched higher while the bond complex consolidated on the week. Market prices appear disconnected from underlying economic data at the moment. Market participants appear to be pricing in a swift...

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