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...
by Cory Haupt | Aug 23, 2020 | Market Notebook
<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...
by Cory Haupt | Aug 16, 2020 | Market Notebook
<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,...
