Market Commentary

May, 13 2022

It is getting really ugly. Bloomberg writes technology and mega capitalized issues are falling at the fastest pace since the

May, 12 2022

Consumer prices rose more than forecast in April. The core CPI which excludes food and energy increased 0.6% from a month earlier and

May, 11 2022

Markets were bifurcated in very volatile trading. The tech heavy NASDAQ 100 outperformed yesterday. Bloomberg writes over 50% of the

May, 06 2022

Did yesterday kill the buy on dip mentality? Wednesday markets soared by the greatest amount since May 2020. Yesterday equities plunged by

May, 05 2022

As widely expected, the Federal Reserve raised interest rates by the steepest increment since 2000 and decided to start

April, 28 2022

Initial estimates of first quarter GDP is released at 8:30. Consensus is expecting a 1.0% annual growth rate, personal consumption to

April, 27 2022

Covid in China, war in Europe and changing perceptions about the invincibility and massive ownership of Big Tech companies are

April, 26 2022

The NASDAQ stabilized after last week’s brutal NFLX and interest rate inspired selloff. As noted, this is a very busy week as over

April, 25 2022

The realization that the Fed is considerably behind the curve has hit the markets hard. The two-year Treasury is now yielding

April, 22 2022

Will the carnage in the bond market become a major narrative? TLT or the largest ETF focused on long dated Treasuries defined as

Daily reports from our Chief Economic Strategist.