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Housing Demand is Down But We See Value in Mortgage-Backed Securities
Posted by Lawrence Gillum, CFA, Chief Fixed Income Strategist Wednesday, September 27, 2023 With the Federal Reserve (Fed) aggressively raising short-term interest rates in an effort to arrest generationally high inflation, interest rates across the U.S. Treasury yield curve have moved higher in concert. The move higher in Treasury yields has put upward pressure on most […]
September 27, 2023
October Stock Market Seasonals: Trick or Treat?
Posted by George Smith, CFA, CAIA, CIPM, Portfolio Strategist Thursday, September 28, 2023 As another scary September for stock markets draws to a close with what will almost certainly be a second consecutive monthly loss for the S&P 500 Index, we take another look at what clues seasonality data may give us for stock market performance […]
September 28, 2023
Oversold into October
Posted by Adam Turnquist, CMT, VP Chief Technical Strategist Friday, September 29, 2023 Key Takeaways: It may be an understatement to say it has been a rough month for stocks. Barring a 0.5% or better advance today, the S&P 500 will post a fourth straight weekly decline, marking its longest weekly losing streak since December 2022. […]
September 29, 2023
The Most Important Questions (and Answers) for Fixed Income Markets Today
Posted by Lawrence Gillum, CFA, Chief Fixed Income Strategist Wednesday, October 4, 2023 U.S. Treasury yields have seemingly been moving in one direction lately (higher) with news overnight that the 30-year Treasury yield touched 5% for the first time since 2007. The move higher in yields (lower in price) has been unrelenting with intermediate and longer […]
October 4, 2023
Assessing Potential Market Impact of Israel-Hamas War
Posted by George Smith, CFA, CAIA, CIPM, Portfolio Strategist Tuesday, October 10, 2023 Additional content provided by Kent Cullinane, Analyst On Saturday, Hamas, a Palestinian militant group designated as a terrorist organization by the U.S. government, launched an attack on Israel, killing hundreds of civilians and taking dozens more hostage. In response to the attack, Israel […]
October 10, 2023
Rating Downgrades Are Picking Up: What That Means for Corporate Bonds
Posted by Lawrence Gillum, CFA, Chief Fixed Income Strategist Wednesday, October 11, 2023 Rating agencies have been busy lately. While one of the big three (Fitch) made headlines recently when it downgraded U.S. government debt, the other two (Moody’s and S&P) have been busy quietly downgrading U.S. corporate debt at an elevated pace. With the increase […]
October 11, 2023
Inflation Losing its Stickiness
Posted by Jeffrey J. Roach, PhD, Chief Economist Thursday, October 12, 2023 Key Takeaway: The rise in shelter costs in September was the largest contributor to headline inflation but will not likely show up in upcoming months as rent prices moderate. Annual core inflation decelerated to 4.1% in September from 4.3% the previous month. Highlights from […]
October 12, 2023
Bull Market Check-Up
Posted by Adam Turnquist, CMT, VP Chief Technical Strategist Friday, October 13, 2023 Key Takeaways: Yesterday marked the one-year anniversary of the bull market. The S&P 500 has come a long way since the October 12, 2022 closing low and faced a lot of skepticism along the way. Continued global monetary tightening, surging interest rates, elevated […]
October 13, 2023