Rates as of 05:00 GMT Market Recap My weekly comment last week was entitled, “Back to Normal.” The idea was that we had had a day…
Rates as of 05:00 GMT Market Recap Judging from the stock markets, investors are in an all-around risk off mood. My equity screens are a sea…
Well, that little dose of panic was short. Last week’s flurry of concern over the worrisome delta variant of the COVID-19 virus didn’t last long. The…
Rates as of 05:00 GMT Market Recap Yesterday was generally a “risk-off” day, for two reasons. One, the virus situation continues to worsen, as we’ve noted…
Rates as of 05:00 GMT Market Recap Happy Bastille Day! I was a History major in college. The most difficult course I took was French Revolution.…
Rates as of 05:00 GMT Market Recap Risk appetite recovered yesterday – was it a Euro 2020 phenomenon? Asian stocks were generally lower, but European markets…
Rates as of 05:00 GMT Market Recap “Buy the dip” seems to be the only thing you need to know to invest in stocks nowadays. The…
There’s been a sudden change in the mood in the markets. Bond yields and inflation expectations have been declining for some time now, but the trend…
Rates as of 05:00 GMT Market Recap Yesterday was definitely a “risk-off” day as concerns about the delta COVID-19 variant hit investor sentiment. Even countries where…
Rates as of 05:00 GMT Market Recap The same story as yesterday: both stocks and bonds rallying (although unlike yesterday, commodities were mixed). The S&P 500…
