Market Commentaries
Last Week’s Markets in Review: The Potential Impact of Tapering and Rising Rates on Investments
10-14-2021 |Over the past few weeks, we have seen both equity and bond markets reacting adversely to concerns about the Federal Reserve expediting their tapering plans (i.e., cutting back on their current rate of $120 Billion a month of bond purchase) and potentially raising the federal funds' target rate earlier than previously expected. ... Read More
Last Week’s Markets in Review: Investors Await Outcomes of Key Fiscal Policy Votes
10-04-2021 |This week's commentary will review numerous events and reports that made the last week of the third quarter busy and eventful, with most of the action involving negotiations on Capitol Hill.... Read More
Last Week’s Markets in Review: Making Sense of Evergrande, China, and the Federal Reserve
09-27-2021 |Leading up to last week, investors were eagerly awaiting the arrival of the highly anticipated September Federal Open Market Committee (FOMC) meeting.... Read More
Last Week’s Markets in Review: Is Cash Still King?
09-20-2021 |In the past few weeks, we have brought to the attention of our readers a multitude of investors' concerns which have included but are not limited to monetary and fiscal policy, interest rates, jobs, inflation, and global equity market volatility.... Read More
Last Week’s Markets in Review: How Employment may shape Fed Policy
09-13-2021 |Recently, the Labor Department released data showing the U.S. economy added only 235,000 jobs in August, down sharply from roughly 1 million jobs added in July. This past Wednesday, the Labor Department released the JOLTs (Job Openings and Labor Turnover Survey) report for July, which revealed that there were 10.9 million employment positions open, well in excess of the FactSet estimate of 9.9 million openings.... Read More
Last Week’s Markets in Review: What’s Performing Best Across the Globe in 2021?
09-07-2021 |Last week we closed the books on August, a fitting time to recap where equity markets stand year-to-date (YTD). To do so, we'll delve into the three potential rotation trades within equity markets that we've been tracking throughout 2021.... Read More
Last Week’s Markets in Review: GDP and its Importance to Markets
08-30-2021 |This past week has provided a plethora of key economic data that will be digested heavily by investors and analysts in both equity and fixed income markets.... Read More
Last Week’s Markets in Review: Investors Digest Retail Sales, Earnings and Taper Talk
08-23-2021 |Many of the Nation’s largest retailers released earnings reports for the second quarter of 2021 last week. Consumers make up 70% of the U.S. economy as measured by gross domestic product (GDP), so these earnings releases, and what they say about the spending behavior of consumers, are important guideposts for the future direction of the economy. ... Read More