Market Commentary

Market Commentary - May 18th, 2018

Market volatility remained benign and the S&P 500 softened slightly on the back of rising interest rates, crude oil prices, and some geopolitical flares. Small caps, boosted by the strong U.S. dollar, managed to post respectable gains on the week and are now up over two times their large cap peers. Key headlines last week were non-U.S. oil supply considerations, rising interest rates, North Korea, and trade talks. [...]

Market Commentary - May 11th, 2018

Both economic and corporate tailwinds pushed equity markets higher last week while muted inflation data edged interest rates slightly higher. The week carried a good amount of geopolitical news, most of which had already been priced into the markets based on the benign response. U.S. exiting the Iran deal, continued trade talks between Chinese and U.S. delegations, and the announcement of North Korea talks to be held in Singapore on June 12th were the political highlights for the week. [...]

Market Commentary - May 4th, 2018

Equity markets were mixed last week with small caps, oil, growth stocks, and the U.S. dollar posting gains while interest rates moved sideways. Robust earnings reports, sound economic reports (jobs, wages, inflation), and relative calm on the geopolitical front put a slightly more constructive hue on the market consolidation in place since late January. [...]

Market Commentary - March 16th, 2018

The balance of bullish arguments (earnings, economy) and bearish arguments (valuations, interest rates, tariffs) netted a down week for U.S. and most international equity markets while the yield curve flattened a fair amount. [...]

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