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...

Market Notebook, August 11th, 2019

 <CLICK TO READ THIS WEEK’S NOTEBOOK> Continued Volatility in Equities and Bonds Both equities and bonds experienced significant volatility last week on U.S. and China trade concerns.  While no one tends to complain about volatility to the upside, long...

Market Notebook, August 4th, 2019

 <CLICK TO READ THIS WEEK’S NOTEBOOK> Equities Come Under Pressure while Bonds Rally Equities came under pressure last week while bonds rallied. Market participant’s attention was largely focused on the Fed and whether the Fed would offer up the rate...