Dodd - Frank: Bad To The Bond(holders)

8 April 2020

With the implementation of the 2010 Dodd-Frank Act being enacted, although not completely written, there have been many negative unintended consequences coming to light. The overarching intent of this Act, specifically the Volcker Rule, was to reduce the scope and limit the...

DEFLATION...DEFLATION...DEFLATION

19 January 2016

The year-to-date stock market declines are the worst start for equities in recorded history. Pundits and guests on financial news networks have done a disservice to viewers by not speaking truth to what is, and what will likely continue to occur in capital markets, and...

All About the Dollar

13 November 2015

After enjoying a strong October following a disappointing Q3, equity markets are presently focusing on currency markets, specifically the U.S. dollar. With global central bankers currently easing monetary policy and the expectation that our Federal Reserve will tighten policy next month, the U.S. dollar has risen dramatically in the past...

Greece, Puerto Rico, Chicago, et al.

17 July 2015

In the July 16th, 2015 edition of the WSJ, columnist Greg Ip states it perfectly: “sovereign defaults are like cockroaches – there is seldom just one.” Spain, Italy, and Portugal, which share the Euro currency with Greece, face the same daunting task of paying down their enormous debt obligations in...

Fed Thoughts

19 June 2015

On Wednesday the Federal Reserve announced it was leaving unchanged its 0-.25% Federal Funds target at this time. While noting the improvement in Q2 economic data from the disappointing Q1, interestingly the Fed reduced its 2015 GDP growth forecast from the previous range of 2.3-2.7% to the new projection of...

"UNCH'D" SINCE NOVEMBER

8 May 2015

Prior to today’s spike higher on the back of a better than expected US jobs report, the S&P 500 has traded essentially flat since late November of last year. We have experienced extreme volatility during the past five and a half months, which makes for terrific headlines; however the market...

Flat Week, ENORMOUS Moves

1 May 2015

Despite a relatively unchanged US equity market, this week was anything but flat for key global data points. We saw a massive move in the FX market as the EUR/US Dollar spiked from 1.08 to 1.12, nearly a 4% rise. West Texas Intermediate (WTI) Crude Oil...

Markets Grind Higher

24 April 2015

Despite generally lackluster earnings, the S&P 500 index rose more than 1.7% during this past week and closed at an all-time high. The upside move in domestic equities comes on the heels of rising global sovereign bond rates. Most notably, the sell-off in the 10yr German Bund caused the yield...

Continued Market Volatility

17 April 2015

Today’s big sell-off in stocks brings the market averages back to basically unchanged for the year with considerably more volatility than investors have experienced in recent years.

Due to the poor earnings reports expected from the energy sector in Q1 and multinational companies negatively impacted from the strong dollar,...


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