Last week gave us the widely anticipated Fed and Bank of Japan policy meetings, which completes a string of high profile central bank meetings including the ECB 9/8, BOE 9/15, and Fed/BOJ 9/21. The financial market response this week was [...]

Equity markets last week ended largely unchanged but volatility remained slightly higher (VIX 15.4) than the abnormally low levels of the past three months. Last week, markets absorbed a large plate of real time economic data while antici [...]

Global markets experienced a long overdue bout of volatility in a holiday shortened ‘back to work/summer is over’ week as a stark reminder of the strong central bank influence on market sentiment. Thursday-Friday was effectively a one-two [...]

Markets bid farewell to August and hello to September last week with most of the attention focused on Friday’s release of the August payroll report and what, if any, Fed policy implications it may bring. Overall on the week, global equity [...]

Last week was a typical late August summer snoozer in the markets. In a light news week, the narrative was dominated by a widely anticipated global central bank event in Jackson Hole Wyoming, hosted by the Kansas City Fed. Economic report [...]

In the true fashion of summer doldrums, most markets were quiet last week absent any impactful market catalysts, with oil being the exception. Earnings season is now behind us and summer vacations are in full bloom.  Thin volumes are typi [...]

Markets kicked off the month of August on an encouraging note in contrast to the sideways price action of the past two weeks.  Last week, the NASDAQ was able to join the DJIA and S&P 500 in record territory. In contrast to market driv [...]