by Cory Haupt | Sep 27, 2020 | Market Notebook
<CLICK TO READ THIS WEEK’S NOTEBOOK> Global equities pulled back sharply during the last week while bonds moved somewhat lower, remaining within a longer term consolidation range. High yield was an exception, moving below the recent consolidation...
by Cory Haupt | Sep 20, 2020 | Market Notebook
<CLICK TO READ THIS WEEK’S NOTEBOOK> U.S. equities and bonds appeared to consolidate in a wide ranging channel during the last week. Individual countries diverged and appeared to decrease their price correlation with one another. Various sectors within...
by Cory Haupt | Sep 13, 2020 | Market Notebook
<CLICK TO READ THIS WEEK’S NOTEBOOK> Roughly speaking, last week could be considered a consolidation week for U.S. equities albeit one with elevated volatility. The bond complex was mixed depending on where in the term structure one were to look. Slow...
by Cory Haupt | Sep 6, 2020 | Market Notebook
<CLICK TO READ THIS WEEK’S NOTEBOOK> Market “fragility” was on display last week as global equities moved sharply lower while the bond complex largely consolidated. Recovery in the real economy continues at a slow pace. Corona virus infection...
by Cory Haupt | Aug 30, 2020 | Market Notebook
<CLICK TO READ THIS WEEK’S NOTEBOOK> U.S. equities moved sharply higher last week while longer duration bonds retreated and shorter duration bonds largely consolidated. Global equities were mixed. The “Risk On” trade appeared to be live...
by Cory Haupt | Aug 23, 2020 | Market Notebook
<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...
