July 2021 - Market Update These days, everything is about the Fed. Fed Chairman Powell has continued to defend the Fed's accommodative policy in testimony to Congress. However, he noted the central [...]
June 2021 - Market Update It feels good to have a month of relatively slow news, data, and markets. While inflation reports are grabbing the headlines, along with the occasional meme stock [...]
May 2021 Market Update After a streak of positive jobs data, April’s payroll numbers MASSIVELY missed expectations. The economy adding just 266K jobs during the month vs an expectation of nearly 1M. In [...]
Not A Happy St. Patrick’s Day for Bonds!?Investors with exposure to bonds have been asking two primary questions. The first centers around whether current interest rate trends will continue. The second, builds upon the first [...]
Yields Rising Market Diving All eyes are on interest rates as the 10-year Treasury yield continues to grow. Rates are rising on increasing optimism the pandemic is coming to an end and the economy [...]
Economic Traction with Fed and Stimulus Action The Federal Reserve Chair Jerome Powell made it clear he will continue to support the bond market, saying "now is not the time" for a discussion to [...]
Market Rises with No Surprises Global stock markets reached new all-time highs during the month of December, as investor optimism continues to show strength around the world (1). While the stock market is a [...]
A Balance of Power and Vaccine Positively Received What’s happening now: Four major events arrived during November, and their effects were both immediately witnessed and continue to be seen in the markets across the [...]
Economic Signs of Life What’s happening now: October continues to show signs of an economy that continues to improve from its abrupt stop. While the recovery is a welcome addition to this year's historic [...]
Low Rates, Market Head Fakes What’s happening now: As noted last week, September has shown an increased level of equity market volatility as technology stocks pulled back. In the Nasdaq Composite Index, an official [...]
Reaching New Highs on Stimulus Expectations What’s happening now: The S&P 500 hit a new all-time high as investors continue to have faith that Congress and the Fed will pump additional stimulus into the [...]
Federal Reserve Pumping Keeps the Market from Dumping? What’s happening now: Equity markets continue to push higher as investors expect Congress and the Fed to continue pumping stimulus into the economy. It is our [...]
