Weekly Market Update
Market Action Global equities continued their advance into record territory, again crossing the 29,000 line. Despite the strong equity market performance, the yield on the 10-year US Treasury remained at 1.84% while the price of a barrel of West Texas...Earnings, Valuations, and Equity Markets
Looking back to 2019, we don’t think that it would be a stretch to claim that lower rates and the dovish approach by the Fed lifted up valuations and played a very significant role in the spectacular rise in equities (not that debt markets did not also perform well)....Weekly Market Update
Market Action Global equities continued their record run this week. The Dow Jones crossed 29,000 for the first time ever on Friday. The yield on the US 10-year Treasury note rose two basis points to 1.84% while the price of a barrel of West Texas Intermediate...The Rising Turmoil in the Middle East and the Implications for Portfolio Hedging
There is no doubt that the death of Qassem Soleimani may become a stepping-stone for rising violence, turmoil, volatility, risks, and even a new war in a troubled region of the world. The uncertainty that it generates is exacerbated by the possibility that Russia or...Weekly Market Update
Market Action Global equities changed little this week after gains made earlier in the week were given up after a US airstrike killed the top Iranian general in Baghdad, Iraq. The note on the 10-year US Treasury note dropped to 1.82 percent while the price of a...Sign Up for Our Publications
