Market Notebook, January 19, 2020

 <CLICK TO READ THIS WEEK’S NOTEBOOK> Both global equities and the bond complex moved higher on the week.  The recent run up in prices has created a lot of “winners” who will act to aggressively protect recent gains once apparently negative...

MARKET NOTEBOOK, January 12, 2020

 <CLICK TO READ THIS WEEK’S NOTEBOOK> Global equities nudged higher last week.  Equities within certain countries performed better than others with many inching higher or consolidating on the week. The bond complex traded towards the high end of a recent...

Market Notebook, Year End, 2019

 <CLICK TO READ THIS WEEK’S NOTEBOOK> Full Year Data, 2019 This edition of the notebook attempts to capture the full year 2019 total return performance for future reference.  Economic data and charts may reflect a period beyond year end 2019. Thanks and...

Market Notebook, September 1st, 2019

 <CLICK TO READ THIS WEEK’S NOTEBOOK> Win Win Week for Bonds and Global Equities The bond complex remained strong during the last week, while global equities rebounded nicely, setting up a win win scenario for diversified investors. Significant volatility...

Market Notebook, August 25th, 2019

 <CLICK TO READ THIS WEEK’S NOTEBOOK> U.S. and China Trade Fears Roil Equities The trade war between the U.S. and China came to the fore late last week, roiling equity markets and shoring up bond market gains.  Expect such volatility to continue. The...

Market Notebook, August 18th, 2019

 <CLICK TO READ THIS WEEK’S NOTEBOOK> Inverted Yield Curve Sparks Recession Concerns During the last week, global equities struggled while the bond complex rallied on global growth concerns.  Financial news outlets focused on yield curve inversion as a...