Jan 25, 2020 | Market Commentary
The coronavirus outbreak in China shook markets mid-January. Markets entered 2020 on an optimistic note following the Phase 1 trade…
December Monthly Market Commentary
Jan 24, 2020 | Market Commentary
Trade news primarily drove market sentiment as 2019 came to a close. Progress towards a “Phase 1” trade agreement with China continued with both countries signing the accord in January. At its December meeting, the Fed reiterated its stance that monetary policy was...
November Monthly Market Commentary
Dec 11, 2019 | Market Commentary
The U.S. and China continued to make progress towards a “Phase 1” trade agreement. Most developed economy central banks, including the Federal Reserve (Fed), were on the sidelines in November. Risks assets performed well in November with equity markets touching new...
Goldilocks
Jul 1, 2019 | Market Commentary
The 10-year Treasury yield peaked at 2.60% early in the quarter before plunging to 2.01% at the end of June.
That's All Folks
Apr 1, 2019 | Market Commentary
Domestically, the Federal Reserve’s 180-degree policy pivot, a pause in rate hikes and possible adjustments to balance sheet rundown prior to the end of 2019, was cemented at the March meeting driving yields lower across the curve.
Volpocalypse Redux
Jan 1, 2019 | Market Commentary
This reaction coupled with data indicating slowing global growth, impending Brexit politics, trade wars, and domestic government strife amplified risk aversion already exacerbated by thinly staffed trading desks around the holidays.