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Category: Market Insights

BMT Wealth Management – Philosophy & Process When Uncertainty is High

“We should always start by recognizing that no one can predict the future with precision.  With myriad possible outcomes and often unforeseen variables, our investment philosophy is driven by avoiding the dire consequences that can result from being overly confident in a market forecast.”1 What does that mean?  We think it means thoughtful diversification, fundamental […]

BMT Monday Market Insights – December 6, 2021

In this week’s narrative, we discuss the recent selling within the equity markets. We also review the comments from Fed Chairman Powell at last week’s Senate Banking Committee hearing and preview the November jobs report. We then discuss the recent underperformance of small-cap stocks and the fact that many of these issues have traded to […]

BMT Monday Market Insights – November 22, 2021

In this week’s Market Insights, we cover the continued improvement in the U.S. labor market, the record issuance for high yield bonds, and consumers’ early start to the holiday shopping season.  In our Chart of the Week, we discuss higher U.S. Treasury yields, notably in the five-year area of the yield curve.  Finally, we highlight […]

BMT Monday Market Insights – November 15, 2021

In this week’s Monday Market Insights, we discuss recently enacted legislation, the Producer Price Index, and the U.S. job market. Our Chart of the Week highlights the lack of style leadership in the market year-to-date. Finally, we discuss how the increase in borrowing by consumers and businesses should benefit bank stocks in the months ahead. […]

BMT Monday Market Insights – November 8, 2021

In this week’s Monday Market Insights, we discuss the Federal Reserve’s plan to withdraw pandemic-related stimulus, the most recent iteration of the spending bill in Washington, and what we believe the stock market is telling us about economic growth.  In the chart of the week, we highlight an opportunity in small-cap stocks and discuss how […]

Bryn Mawr Trust Wealth Management 2021 Fall Economic & Investment Outlook

Bear in A China Shop A Brief History – China’s Economic Transformation Before assessing the implications of recent regulations imposed by the CCP (China Communist Party), it may be helpful to examine China’s economic transformation over the last several decades.  Beginning in 1979, under the leadership of Deng Xiaoping, China started to adopt free-market principles, […]

BMT Monday Market Insights – October 25, 2021

In this week’s Market Insights, we cover the recent rise in short-term U.S. Treasury yields, the pick-up in consumer spending to end the third-quarter, and this year’s Treasury Inflation-Protected Securities performance within an environment of rising yields.  In our Chart of the Week, we discuss the raising of the U.S. debt limit and its impact […]

BMT Monday Market Insights – October 18, 2021

This week’s Monday Market Insights addresses the topic of “stagflation” promulgated by news outlets, provides an earnings update for a sample of multinational financial services companies, and points out how the recent rise in interest rates is not strictly a U.S. phenomenon.  In our Chart of the Week, we mention the recent decline in COVID-19 […]

BMT Monday Market Insights – October 12, 2021

In this week’s narrative, we discuss the recent pullback within the equity market. We also review the two best-performing sectors within the S&P 500 for the first nine months of the year, along with the current standoff related to raising the debt ceiling. We then discuss the huge number of unfilled jobs within this U.S., […]

BMT Monday Market Insights – October 4, 2021

This Monday Market Insights discusses recent U.S. economic indicators, ongoing supply chain bottlenecks, and China’s “crypto crackdown.” Our Chart of the Week highlights year-to-date share repurchase activity for the S&P 500 and where the full year could end up. Finally, we discuss the recent move higher in the U.S. 10 Year Treasury yield and discuss […]

BMT Monday Market Insights – September 27, 2021

In this week’s Monday Market Insights, we discuss the recent volatility in the stock market, China’s troubled property developer Evergrande, and the latest developments in Washington.  In the chart of the week, we highlight an opportunity in small-cap stocks, and finally, we discuss corporate fundamentals heading into 2022. Top Weekly Themes The “Average” Stock.  Most […]

BMT Monday Market Insights – September 20, 2021

This week’s Monday Market Insights discusses recent near-term equity market performance, provides some thoughts about recent inflation data, and highlights some similarities in today’s interest rate environment compared to 2012.  In our Chart of the Week, we highlight the recent supply bottlenecks and the impact on consumer prices. Finally, in the Commentary section, we assess […]