U.S. equity markets meandered around much like they have since the S&P 500 hit an all-time high in mid-August.  Last week the market focus was on early indications of 3Q earnings season, the complexion of Washington DC post 11/9, and [...]

Equity markets and interest rates ended up relatively sideways for the week ending 10/14 despite no shortage of market moving events including the beginning of 3rd quarter earnings season, U.S. election ugliness, Fed insights, currency vo [...]

Last week saw the U.S. equity markets snap a three week winning streak, falling approximately 0.50%, while 10yr U.S. Treasury bond yields surged from 1.59% up to 1.72%.  Gold traded sharply lower (down to its 200 day moving average) as di [...]

Friday’s close marked the end of the week, month, and third quarter. The week ended on a marginally positive note with stock, bond, and commodity markets posting marginal gains. U.S. equity markets rallied on Friday, pushing themselves in [...]

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 [...]