Market Notebook, August 30th, 2020

 <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...

Market Notebook, August 23rd, 2020

 <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...

Market Notebook, August 16th, 2020

 <CLICK TO READ THIS WEEK’S NOTEBOOK> The bond complex sold off sharply while U.S. equities advanced last week. The bond complex ran into headwinds because of a number of possible factors including better than expected economic data, inflation concerns,...

Market Notebook, August 9th, 2020

 <CLICK TO READ THIS WEEK’S NOTEBOOK> Both the bond complex and U.S. equities advanced while many other global equities largely consolidated last week. The President implemented marginal fiscal relief through executive order last week. While these actions...

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 conditions are...