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Core Bonds Tend to do Well During Fed Pauses
Posted by Lawrence Gillum, CFA, Fixed Income Strategist Tuesday, December 20, 2022 Many financial markets are on pace for their worst year in quite some time, or in the case of core bonds, the worst year since inception of the Bloomberg Aggregate Bond Index, which is the main core bond index. With inflationary pressures running much […]
December 20, 2022
Waiting for Santa
Posted by Adam Turnquist, CMT, VP Chief Technical Strategist Friday, December 23, 2022 Tis’ the season for the Santa Claus Rally! This unique seasonal pattern was first discovered by Yale Hirsch in 1972. Hirsch, creator of the Stock Trader’s Almanac, defined the period as the last five trading days of the year plus the first two […]
December 23, 2022
History Says 10-Year Treasury Yield More Likely to Fall
Posted by Barry Gilbert, PhD, CFA, Asset Allocation Strategist Tuesday, December 27, 2022 The 10-year Treasury yield has moved dramatically in 2022. But while the size of the move is in rare territory, it is far from unprecedented. The 10-year Treasury ended 2021 at 1.52%. The closing yield on Friday, December 23 was 3.75%, which would […]
Ten Charts That Defined Capital Markets In 2022
Posted by Jeffrey Buchbinder, CFA, Chief Equity Strategist Wednesday, December 28, 2022 Most investors would like to put 2022 behind them. Before we close the book on the year, we’ve assembled 10 charts that defined the year—the year in pictures. Not surprisingly, most of the charts remind us of how difficult the year was for both […]
December 28, 2022
Tracking the Three D’s
Posted by Jeffrey J. Roach, PhD, Chief Economist Thursday, December 29, 2022 Not a Pessimist, Just a Realist As of November, the Conference Board’s Leading Economic Index (LEI) continues to decline, signaling an impending recession. However, the current state of the economy is somewhat solid as firms add to their payrolls and consumers spend on both […]
December 29, 2022
Multifamily Buildings on the Rise
Posted by Jeffrey J. Roach, PhD, Chief Economist Wednesday, January 4, 2023 Multifamily Construction Rising, Bucking Trend of Single Family It’s no surprise that residential activity is slowing. The housing market is coming off a euphoric run during the post-pandemic period of historically low interest rates. But, the slowing housing activity does not look as bad […]
January 4, 2023
How SECURE 2.0 Makes Saving for Retirement Easier
Posted by Barry Gilbert, PhD, CFA, Asset Allocation Strategist Friday, January 6, 2023 There was good news for those saving for retirement in the recent appropriations bill passed to fund the government, signed into law by President Biden on December 29, 2022. The larger bill included a set of retirement reforms called SECURE 2.0. A kind […]
January 6, 2023
Looking For Years That Look Most Like 2022
Posted by Adam Turnquist, CMT, VP Chief Technical Strategist Friday, January 6, 2023 Investors have gladly hit the reset button after last year’s downhill ride on the S&P 500. What started with a champagne record high on the first trading day of 2022, fizzled out into a volatile bear market by June and nearly a 20% […]
Is The Yield Curve Recession Signal A False Positive?
Posted by Lawrence Gillum, CFA, Fixed Income Strategist Tuesday, January 10, 2023 Last November we noted that the shape of the U.S. Treasury yield curve is often looked at as a barometer for U.S. economic growth. Moreover, we noted that the spread between the 3-month T-Bill yield and the 10-year Treasury yield (3M/10Y) has been a […]
January 10, 2023