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Quarterly Market Commentary
Fourth Quarter 2020 Key Takeaways. Once again, as abnormal as 2020 has been, as we still sit months away from widespread COVID vaccine implementation...
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U.S. stock markets remained calm as a fresh chapter opened in the coronavirus stimulus saga last week.
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Congress is at $900 billion, will they hear $1.4 trillion, $1.4 trillion, governments at $900 billion, who’ll go $1.4 trillion, $1.4 trillion…
Read MoreWhat’s Next for the Fed?
What’s Next for the Fed? The Federal Reserve meets on December 15th and 16th. With COVID-19 cases spiking and the economic recovery faltering, the ...
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The Markets When it comes to beverages, frothy can be delicious. In what may be the least inspiring description of fizzy drinks ever written, a group ...
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Major stock indices in the United States hit all-time highs on Friday, despite a lackluster employment report and a surge in COVID-19 cases...
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Last week, vaccine optimism immunized investors against signs of economic weakness.
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The U.S. economy is like a semi-trailer truck. No one likes being stuck behind a semi at a stoplight because big trucks don’t go from zero ...
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Vaccine can be a powerful word. It’s worth 14 points in Scrabble (42 on a triple word square) and, last week, it was worth a whole lot more ...
Read MoreThe S&P 500… Post-Election Summary
As with all elections, about half the country will be pleased (and half the country displeased) with the final outcome.
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It’s said markets hate uncertainty, but that wasn’t the case last week. Despite tremendous uncertainty about the outcome of the United States election, major ...
Read MoreThe S&P 500 and its Market Cap Giants
By the end of the third quarter of 2020, the S&P 500 had completed a remarkable recovery and, after more than a 30% loss in March, closed up 5% YTD.
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Last week, financial markets and economic data told very different stories. Reviewing economic data is a bit like looking in a rear view mirror.
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Third Quarter 2020 Key Takeaways. As much as we are still mired in the COVID‐19 crisis, not to mention 2020 election mudslinging, markets have largely continued to shrug off the ...
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It was a turbulent week for investors. Waves of positive and negative news buffeted financial markets last week.
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Yes. No. Maybe? Markets were sharply focused on the status of stimulus last week. First, it was on. Then, it was off. Then, it might be on. Then, ...
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Last week, the third quarter of 2020 came to an end – and the fourth quarter delivered a doozy of an October surprise.
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For four weeks, the U.S. stock market has sparked and sputtered like a campfire in light rain.
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Investors weren’t happy with central banks last week.
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Weekly Market Commentary September 14, 2020 The Markets Last week, the Nasdaq Composite Index set another record. So far, 2020 has been memorable for many reasons, not the least of which ...
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Weekly Market Commentary September 8, 2020 The Markets Stock markets in the United States retreated a bit last week. U.S. stocks have been trending higher for months. Last week, ...
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Weekly Market Commentary August 31, 2020 The Markets The stock market is rallying like it’s 1986. August has been a good month for stock investors. At the end ...
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The shortest bear market in history is over.
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The Standard & Poor’s (S&P) 500 Index finished the week within a whisker of its February high, reported Randall Forsyth of Barron’s.
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There was good news and bad news in last week’s employment report. The good news was the U.S. Bureau of Labor Statistics delivered better-than-expected data about ...
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Last week delivered a mixed bag of financial and economic news.
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If the first quarter of 2020 was all about financial shock, the second quarter was all about financial recovery. Not a recovery from COVID‐19 in terms of public health, ...
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Is the United States economy recovering or faltering? It depends on who you ask and which data you consider. For example, last week, the Department of Labor reported ...
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Please don’t scream inside your heart. Last week, a reopened Japanese theme park asked patrons to wear masks to help reduce the spread of coronavirus.
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What a quarter! Who could have guessed a global pandemic would produce outsized stock market returns? Near the end of last quarter (March 23), the Standard & Poor’s 500 ...
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Blame it on the coronavirus.Stock markets in the United States and Europe retreated last week as the number of new COVID-19 cases increased steadily in America. On ...
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Could it be the upside surprises? U.S. stock markets have marched higher despite a pandemic, an economic downturn, and social justice protests – and a lot of ...
Read MoreThe Jobs Report was great… Now we just need more of them.
Economic forecasters had one of their biggest whiffs when they predicted 8.5 million job losses in the June unemployment report and a rise in unemployment to 19.8%1. Instead, the Bureau ...
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The Nasdaq Composite dipped its toes into record territory last week before retreating. Stock indices in the United States rallied early last week on optimism about the reopening...
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The employment report electrified U.S. stock markets last week.
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Are those green shoots? In economic terms, green shoots are signs of improvement. If you were paying close attention, you might have seen some in economic data released ...
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It was a good week for stock markets in the United States, but there was trouble in Asia.
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America is reopening, state by state.
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The stock market is not the economy. It’s an important point to remember when headlines marvel that U.S. stock markets are moving higher while the ...
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There are signs COVID-19 may be in retreat. Last week, the Centers for Disease Control reported, overall in the United States, for the week ending April 25 (...
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We live in interesting times. There is discussion about whether the saying, “May you live in interesting times,” is a blessing or a curse. At this point in 2020, ...
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Last week’s economic data was about what you might expect in the midst of a virus crisis that has shut down businesses and forced people to ...
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Why is the stock market doing so well when the COVID-19 pandemic has yet to peak?
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First Quarter 2020 Key Takeaways The first quarter of 2020 has been an unprecedented period in U.S. financial market history across numerous dimensions.
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In the Wizard of Oz, Dorothy says to her little dog, “Toto, I've a feeling we're not in Kansas anymore.” Today, many of us understand Dorothy’s trepidation ...
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The United States set some records last week. First, we became the epicenter of the COVID-19 pandemic. Popular Science explained: “An increase of 15,000 known cases in just one ...
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The coronavirus (COVID-19) continued to spread across the United States last week. On Friday, March 13, the Centers for Disease Control (CDC) reported there were 1,629 confirmed and presumptive cases ...
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Last week was one for the history books. Mid-week, the World Health Organization (WHO) declared coronavirus a global pandemic. At the time, there were more than 118,000 cases in 114 ...
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Take a deep breath. We have experienced downturns before. Think back to 2018. During the last quarter of the year, major stock indices in the Unites States suffered double-digit ...
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Risk on or risk off? The coronavirus appears to have inspired two distinct schools of thought among investors. Some investors currently favor opportunities that are considered lower risk, ...
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Many stock markets around the world moved higher last week. Investors’ optimism in the face of economic headwinds has confounded some in the financial services industry.
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Last week, major U.S. indices posted strong gains. That’s welcome news, but the drivers behind share price appreciation appear to have little to do with ...
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Prepare yourself. There is a good chance markets will be volatile in the coming weeks. Precautions designed to slow the spread of the coronavirus may also slow Chinese ...
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Markets hunkered down last week. News of the coronavirus outbreak in Wuhan, China unsettled investors around the world. The respiratory infection is related to severe acute respiratory syndrome ...
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Fourth Quarter 2019 Key Takeaways Among global equity markets, larger-cap U.S. stocks were once again at the top of the leader board. The S&P 500 Index posted ...
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The new trade deals are here! The United States and China signed a preliminary trade deal last week. The next day, the United States-Mexico-Canada Agreement was approved by ...
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About face! 2019 was a remarkable year for investors with many asset classes delivering positive performance. Both the Standard & Poor’s 500 Index, a gauge of U.S. stock ...
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About face! 2019 was a remarkable year for investors with many asset classes delivering positive performance. Both the Standard & Poor’s 500 Index, a gauge of U.S. ...
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Let’s hear it for 2019! Major stock indices in the United States and overseas are poised to deliver double-digit gains for the year. Even with uncertainty about Britain’...
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Investors may find themselves reluctant to ring out the old and ring in the new this week. During 2019, stock and bond markets delivered exceptional returns.
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The Federal Reserve and European Central Bank both pledged to do what they could to underpin their respective economies. The United Kingdom gave Boris Johnson’s Conservative ...
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On Friday, the unemployment report flashed its numbers like a hair model in a shampoo commercial. The Bureau of Labor Statistics reported 266,000 new jobs were created in November. ...
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Sometime, probably not so long ago, comedian Dave Barry wrote, “Once again, we come to the Holiday Season, a deeply religious time that each of us observes, ...
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Year-to-date, the Standard & Poor’s 500 Index, Dow Jones Industrial Average, and Nasdaq Composite have all gained more than 20 percent with dividends reinvested. The MSCI World Index also ...
Read MoreDon’t Expect Interest Rates to “Normalize” Anytime Soon
JP Morgan produces a fine market summary every quarter, and this chart on the path of interest rates caught our attention1:
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U.S. stock markets climbed higher for the sixth week straight – the longest rally in U.S. markets in two years – and the Dow Jones Industrial ...
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According to a source cited by Barron’s, U.S. stock markets are responsible for creating $6 trillion in paper wealth this year. ‘Paper’ wealth is ...
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The Federal Reserve lowered interest rates last week, as expected. There were no enthusiastic fans singing the Baby Shark song, but the Federal Open Market Committee’s ...
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So far, 2019 has been a tremendous year for U.S. stocks. Through the end of last week, the Standard & Poor’s 500 Index had gained more than 20 ...
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Last week was like an overstuffed suitcase that busts open on the baggage carousel. A lot was unpacked in a surprising and disorderly fashion.
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Third Quarter 2019 Key Takeaways The third quarter of 2019 was a choppy one for financial markets as investors continued to weigh the overall health of the global economy against ...
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Financial Times reported the United States agreed to not increase tariffs from 25 percent to 30 percent on $250 billion of Chinese imports next week. (Current tariffs remain in place, and ...
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From trade wars to impeachment inquiries, investors had a lot to ponder during the third quarter. Toward the end of September, they appeared to become more cautious, although ...
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A bull market isn’t a peaceful place. When times are good, investors are constantly tense, wondering how long they will keep rolling, fretting about when a seemingly ...
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Renowned economist Robert Shiller’s new book suggests investors may be able to predict and prepare for economic events by tracking popular stories.
Read MoreThis Economy is as Clear as Mud
With markets on a record bull run and the US economy at over 10 years without a recession, it is not surprising that pessimists are reading various economic tea ...
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If you enjoy searching for Waldo, the visual nemesis in a red-striped sweater and cap, you may appreciate the quandary of central bankers in many wealthy nations. For ...
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Bill Murray’s character is a crotchety newsman who lives the same day over and over again. After exhausting other options, he chooses self-improvement and eventually escapes ...
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About this time last year, Time Magazine reported on anxiety in America. Almost 40 percent of Americans reported being more anxious than they were the previous year.
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Have you ever watched a lake in a thunderstorm? Heavy rain pummels the surface. Dark clouds drop the sky closer to the water. Gusty winds crash waves ashore. ...
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