Tag: market summary

In this week’s Monday Market Insights, we discuss recent inflation data, Jerome Powell’s Senate confirmation hearing, and the December jobs report. Our Chart of the Week highlights the waning government stimulus and its potential impact on inflation. Finally, we discuss how the increase in hourly wages has not been consistent across industries and will likely […]

A Tough Act to Follow? Although it didn’t always feel like it, 2021 was a banner year for financial markets. The S&P 500 returned 28.7% in 2021, ranking as the 21st best year since 1926.  Further, the S&P 500 made 70 record highs, the second-best year in history trailing only 1995.  Investors weren’t forced to confront […]

In this week’s Monday Market Insights, we discuss the Federal Reserve’s plan to withdrawal pandemic-related stimulus, recent investor sentiment readings, and a contrarian view on 2022 inflation.  In the chart of the week, we highlight the recent shift in leadership between Growth and Value stocks, and finally, we discuss the resurgence of the consumer staples […]

This week’s Monday Market Insights reviews the recent stock market rally, examines the topic of “market leadership,” and provides a more in-depth analysis of the latest labor market report.  In our Chart of the Week, we highlight the recent flattening of the yield curve. In the Commentary section, we illustrate the ample supply of liquid […]

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 […]