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...