September 30th Weekly Market Update Down 8-to-1, Oracle Team USA won the last eight races in a row in an epic comeback to win the 34th America’s Cup last week. Almost as unexpected,the yield on the 10-year U.S. Treasury note has fallen almost eight days in a row,...
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The “Kick-the-Can” Pattern Keeps Giving to Investors in September
September 23rd Weekly Market Update The Federal Reserve (Fed) "kicked the can" on tapering by unexpectedly postponing any reduction in the $85 billion pace of monthly bond buying at its policy meeting last week (see this week’s Weekly Economic Commentary:...
Emerging Markets and the Fed — What’s Attractive and What to Avoid
September 16th Weekly Market Update While the Federal Reserve (Fed) could surprise investors this week, the Fed has been careful to communicate its intentions to the markets ahead of this week’s meeting. Most market participants expect the Fed to announce a tapering...
One Big Risk
September 9th Weekly Market Update When Lehman Brothers filed for bankruptcy on September 15, 2008, defining the seminal event of the financial crisis, there was one big risk investors were worried about across their portfolios: credit risk — the potential losses...
U.S. resolution on Syria strike passes first hurdle in Senate
(Reuters) - U.S. President Barack Obama's effort to win legislative backing for military strikes against Syria passed its first hurdle on Wednesday when a Senate committee voted in favor, but the narrow margin of victory showed the depth of U.S. caution. In a possible...
Stocks Likely to Focus on Domestic Over Foreign Policy in September
September 2nd Weekly Market Update The markets were most focused on an impending military strike on Syria last week. While prospects for an imminent strike have faded, the likelihood of military action in the near future remains. Unfortunately, the past offers us many...
Two Bears and a Bull
August 26th Weekly Market Update The month of August has not been friendly to investors in any of the major asset classes. Stocks have dipped and bond yields have climbed, pushing bond prices lower. And, with the rise in inflation to 2.0% (as measured by the Consumer...
Markets Entering Area 51
August 19th Weekly Market Update Area 51 has been steeped in mystery and a favorite subject of conspiracy theorists for decades. But CIA documents released late last week officially acknowledge its existence and suggest that its actual function was far less...
Change in China and What it Means for Investors
August 12th Weekly Market Update Last week’s economic reports from China for July added fuel to the fiery debate over whether China’s economy is slowing rapidly, possibly forming a sharp "hard landing," or slowing more gradually and likely forming a more shallow dip...
Summer Love
August 5th Weekly Market Update It has been a summer of love for the stock market. As the temperatures heated up, so did the stock market. From June 24 to August 2, 2013, the S&P 500 Index rose 9%, pushing stocks up about 20% for the year. The last time we saw...