Market Notebook, December 27th, 2020

 <CLICK TO READ THIS WEEK’S NOTEBOOK> U.S. equities traded in a range while bonds moved higher during the last week.The number of states with an RT below 1.0 improved again week over week. This is positive news.Expect chop in the coming week surrounding...

Market Notebook, December 20th, 2020

 <CLICK TO READ THIS WEEK’S NOTEBOOK> Global equities traded generally higher on the week while bonds appeared to be range bound.The Conference Board’s Leading Economic Index improved in November, bringing the index to within about 3% off of its 2020...

Market Notebook, December 14th, 2020

 <CLICK TO READ THIS WEEK’S NOTEBOOK> Although U.S. equities were generally lower over the previous week they remain in what appears to be a near term uptrend. Bonds reversed course and moved higher on the week.It appears as though a vaccine has been...

Market Notebook, December 6th, 2020

 <CLICK TO READ THIS WEEK’S NOTEBOOK> U.S. equities made new highs while bonds ex high yield, retreated last week.In the short to medium term, market participants are likely to be interested in the strength of the real economic recovery globally. Will the...

Market Notebook, November 29th, 2020

 <CLICK TO READ THIS WEEK’S NOTEBOOK> Both global equities and bonds traded higher last week.The theme of winners and losers continues. Normalization of economic activity is well off into the future, however, market price action is signaling...