Market Notebook, May 16th, 2021

 <CLICK TO READ THIS WEEK’S NOTEBOOK> Last week was a volatile week for both equities and bonds. Inflation expectations may have played a role. Given the conditions in the real economy, the level of recent fiscal stimulus, and continued accommodative...

Market Notebook, May 9th, 2021

 <CLICK TO READ THIS WEEK’S NOTEBOOK> Equities finished last week near all-time highs while bonds remained range-bound.Although the Covid recovery trade appears intact, inflation concerns have the potential to cause increased volatility. – Best Cory...

Market Notebook, May 4th, 2021

 <CLICK TO READ THIS WEEK’S NOTEBOOK> Apologies for the delay in publishing this week’s market notebook.Equities appear to be trading in a range near recent highs. The bond complex also appears to be trading in a multi-week range. Range bound trading...

Market Notebook, April 25th, 2021

 <CLICK TO READ THIS WEEK’S NOTEBOOK> Both U.S. equities and much of the bond complex performed well during the last week. It appears that the Covid recovery trade continues.Last week was a rough week for Bitcoin as certain governments around the world...

Market Notebook, April 18th, 2021

 <CLICK TO READ THIS WEEK’S NOTEBOOK> U.S. equities moved higher during the last week while bonds appeared to break out of consolidation higher. The big question facing investors in the short to medium term is, “Is the Covid recovery trade fully...