Market Notebook, April 26, 2020

 <CLICK TO READ THIS WEEK’S NOTEBOOK> Last week might be considered a consolidation week for fixed income and equities generally speaking. Visibility into the real economy remains poor as states consider whether to begin lifting stay at home...

Market Notebook, April 19, 2020

 <CLICK TO READ THIS WEEK’S NOTEBOOK>  Equities and much of the bond complex moved higher on the week. Prices appear as thought they are being driven primarily by news flow and the prospect of continued government support during the COVID-19 pandemic....

Market Notebook, April 12, 2020

 <CLICK TO READ THIS WEEK’S NOTEBOOK>  Market volatility continued last week as both equities and bonds pushed higher. Positive news regarding the leveling off of cases in New York along with Federal Reserve action and promises of more fiscal stimulus by...

MARKET NOTEBOOK, April 5, 2020

 <CLICK TO READ THIS WEEK’S NOTEBOOK> Last week was a negative week for equities and a consolidation week for bonds, generally speaking.  Negative news flow associated with COVID-19 dominated the headlines as expected.  It appears likely that next week...

MARKET NOTEBOOK, March 29, 2020

<CLICK TO READ THIS WEEK’S NOTEBOOK> Market participants experienced historic levels of volatility last week as both equities and bonds rallied on the news of government stimulus plans.  Most importantly, damage in the bond complex was repaired to a large...