Category: Market Insights

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 […]

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 […]

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, […]

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 […]

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., […]

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 […]

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 […]

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 […]

In this week’s Market Insights, we cover Federal Reserve Chairman Jerome Powell’s recent speech at Jackson Hole, the record supply of investment grade corporate bond issuance following Labor Day, and the stock market’s performance thus far in 2021.  In our Chart of the Week, we take a look at the U.S. and German sovereign yield […]

In this week’s Monday Market Insights, we discuss the recent bounce in Chinese share prices, the current status of the Infrastructure Bill, and the Fed’s Jackson Hole Symposium. Our Chart of the Week provides a look at historical valuations for stocks and bonds over recent decades. Finally, we discuss positive testing results for COVID-19 and […]

In this week’s Monday Market Insights, we discuss our view on monetary policy, China, and the health of the U.S. stock market.  In the chart of the week, we highlight the current state of the labor market, and finally, we discuss current investor positioning and how that might affect market leadership going forward. Top Weekly […]