Stocks: Sellers In Control As Buyers Go On Strike; Profit-Taking To Pay Taxes, Rising Geopolitical Tensions Spur Low-Volume Selloff; A Lackluster Start To Earnings Season; Emerging Markets Fare Better Than Feared.
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Weekly Market Commentary | April 22 2024
Stocks: Sellers In Control As Buyers Go On Strike; Profit-Taking To Pay Taxes, Rising Geopolitical Tensions Spur Low-Volume Selloff; A Lackluster Start To Earnings Season; Emerging Markets Fare Better Than Feared.
Asset Allocation | April 2024
In a long-ago time, when documents were actually printed,
a popular phrase – “before the ink was even dry” – was
used to describe how quickly things can change.
Weekly Market Commentary | April 15 2024
Stocks: Sellers In Control As Buyers Go On Strike; Profit-Taking To Pay Taxes, Rising Geopolitical Tensions Spur Low-Volume Selloff; A Lackluster Start To Earnings Season; Emerging Markets Fare Better Than Feared.
Weekly Market Commentary | April 08 2024
Stocks: S&P 500 Was ‘Due’ For A Pullback, But Signs Of Resiliency Remain Encouraging; Small-Caps Struggling Amid Rising Treasury Yields, Tight Labor Market; Strength In Eurozone, U.K. Equities Pointing Toward Brighter Economic Days Ahead.
Weekly Market Commentary | March 25 2024
Stocks: Risk Assets Rally As The FOMC Stays Out Of The Way; Japanese Equities Charge Higher As BoJ Delivers The Most Dovish Policy Pivot Possible; Improving Breadth, Strong Price Momentum Across Europe An Encouraging Development.
Asset Allocation | March 2024
U.S. large-cap stocks (S&P 500) continued to melt up in February and turned out a 5.3% total return during the month, as earnings season provided an upside catalyst with mega-cap technology stocks tied to the artificial intelligence (AI) theme leading the way.
Weekly Market Commentary | March 18 2024
Stocks: Continued Signs of Rotation, Both Within The S&P 500 And The ‘Magnificent 7;’ Sharp Rise In Treasury Yields Leads To Profit Taking In Small Caps; More Room To Run For Energy Stocks?
Weekly Market Commentary | March 11 2024
Bonds: January Inflation Data A Non-Event For Treasuries, But Falling Prices Paid Put Downward Pressure On Yields; The Riskiest, Lowest Quality High Yield Corporate Bonds Outperform On The Week.
Weekly Market Commentary | March 04 2024
Bonds: January Inflation Data A Non-Event For Treasuries, But Falling Prices Paid Put Downward Pressure On Yields; The Riskiest, Lowest Quality High Yield Corporate Bonds Outperform On The Week.