The U.S. equity market started off the week down approximately 2% on Monday and Tuesday but recovered that and slightly more on the back half with a pivot toward constructive trade narratives and a strong November jobs report Friday.  Whi [...]

The Thanksgiving holiday and a shortened trading day Friday left a good amount of market data points crammed into three days.  A general sense of trade optimism maintained market buoyancy and the heavy economic calendar turned in some fai [...]

Doubts surrounding the ‘phase 1’ trade deal with China, escalating impeachment hearings, and a generally overbought market were enough to halt the S&P 500 weekly winning streak at six.   In what was probably an overdue breather, risk [...]

Risk markets managed to move to new record highs last week despite mixed messages on the U.S. Sino trade front and a relatively light calendar of economic data to absorb. The move higher in rates we’ve seen over the past few weeks took a [...]

U.S. equity markets checked in at record highs last week while yields moved higher and steepened the curve.  U.S. and Chinese indications that the ‘Phase 1’ trade deal remains on track was enough to lift equity markets to a fifth consecut [...]

Better than expected corporate earnings, a strong October jobs report, and more constructive trade narratives pushed equity markets to multiple new highs last week.  Last week was peak for 3Q earnings season and companies did not disappoi [...]

Insight Market & Economic Update – 4th Quarter 2019 TL/DR:  Our “Too Long/Didn’t Read” Section of the quarterly update is proving popular, so we’re going to keep it going.  Here’s your 30-second version.  Read on to get the meat of th [...]