Jerome Powell, FOMC Minutes and CPI
It has become abundantly clear that we have entered an era of ultra-low interest rates in much of the industrialized world. From Japan to Germany and much of Europe, negative […]
It has become abundantly clear that we have entered an era of ultra-low interest rates in much of the industrialized world. From Japan to Germany and much of Europe, negative […]
The US equity market outlook reverted back to “Uptrend Under Pressure“ last week as markets once again fell prey to themes that were decidedly not tied to our most US […]
US equity markets took the Fed’s 25 basis point rate cut and Chair Powell’s press conference in stride last week. However, the specter of risk associated with US/China trade talks […]
Breaking through the patriarchal political barrier, Lagarde becomes Europe’s first female central bank governor–by Kang Lu and edited by Zhang Qingning. Original in Mandarin Lagarde accepted an interview with the […]
Despite Friday’s mixed performances, US equity markets gained ground last week, while the Dow Industrials logged their 8th consecutive daily gain. Financials provided a constructive underpinning to the week as […]
Last year, at this time, markets were on the precipice of a meltdown that lasted into year-end, 2018. December 24, to be exact. Fueling the dramatic shift to risk aversion […]
The old adage, “a picture is worth a thousand words” comes to mind when looking at the price action posted by US equity markets in the month of August thus […]
The breakdown in equity market pricing last week was more follow-through from the previous week’s performance than it was an event in and of itself. As discussed in last week’s note, […]
A tepid start to the week led to a washout for US equity markets last week. Price performance across all three major equity market indices was highlighted by the fact […]
US equities posted another solid week for investors. On Friday, growth-centric indices Nasdaq Composite and Russell 2000 both gained greater than 1%. The S&P 500 added 0.7% and the Dow […]