June 23rd Weekly Market Update About a week into the World Cup the average number of goals scored per match is 2.92, putting the tournament on course to become the highest scoring World Cup since 1970 in Mexico (2.97). The greater number of goals is being blamed in...
Topics That Impact the Stock Market
Emerging Opportunity
June 16th Weekly Market Update The emerging markets (EM) asset class has been especially disappointing for investors in the past few years as measured by the MSCI Emerging Markets Index. However, last week EM pulled ahead of the performance of the S&P 500 Index...
Who Are the Buyers and Sellers?
June 9th Weekly Market Update We devote this commentary each week to assessing the many reasons markets may rise or fall. But at the heart of it, all markets come down to just one thing: buyers and sellers. Taking a look at who is buying and who is selling can tell us...
No Debate: Stock and Bond Markets Agree
June 2nd Weekly Market Update Stocks have been moving higher lately, seemingly suggesting that growth is improving; yet at the same time bond yields have been moving lower, implying growth prospects are deteriorating. The big debate between which of these two...
Capital Spending Check-up
May 27th Weekly Market Update This week, financial markets will digest a series of key reports on the health of the United States’ economy in the second quarter, with reports due out on: -Business capital spending: Durable goods orders and shipments for April, the...
Japan Going Godzilla
May 19th Weekly Market Update Godzilla, the latest version of Japan's King of Monsters, took the top of the box office this past weekend. But Japan’s stock market looks like a giant mutated lizard stomped all over it. One of the worst-performing stock markets in the...
The Best Indicator May Be a Long Way From Signaling the Start of a Bear Market
May 12th Weekly Market Update While stocks were relatively unchanged for the week of May 5 – 9, 2014, daily and intra-day volatility has been notable — the S&P 500 saw 1% intraday moves on Tuesday, Wednesday, and Thursday. The stock market volatility of the past...
Global Earnings Picture Reveals
May 5th Weekly Market Update At the beginning of the year, many investors believed analysts’ forecasts for a faster pace of earnings growth combined with lower valuations would lead to stocks in Europe and Japan outperforming U.S. stocks. Now those earnings forecasts...
Run for the Roses
April 28th Weekly Market Update The Kentucky Derby is the longest running sports event in American history. Held the first Saturday in May, three-year-old thoroughbreds gather at Churchill Downs in Kentucky to compete over a blistering two minutes that ends with a...
The Big Bang Theory: Inflating the Stock Market
April 21st Weekly Market Update The Big Bang Theory, the most watched television comedy, is about a group of physicists and their aspiring actress friend from across the hall. The show often refers to theoretical physicist Sheldon Cooper’s quest for a Nobel Prize in...