Weekly Market Commentary – May 15, 2017

The Markets Does performance tell the whole story? American stock markets have delivered some exceptional performance in recent years. Just look at the Standard & Poor’s 500 (S&P 500) Index. Barron’s reported the S&P 500, including reinvested dividends,...

Weekly Market Commentary – May 8, 2017

The Markets Is it complacency? Exuberance? Uncertainty? Exhaustion? Insight? Intuition? Last week, all three major U.S. stock markets gained value and two reached new record highs. On the face of it, that’s great news for stock investors. However, if you look below...

Weekly Market Commentary – May 1, 2017

The Markets It was a good week to own stocks. Not all financial news was good news last week, but that didn’t prevent U.S. stock markets from moving higher. Barron’s reported on the good news: “This past week, welcome political news from Europe, a batch of stellar...

Weekly Market Commentary – April 24, 2017

The Markets Last week, investors multi-tasked, pushing both U.S. bond and stock markets higher. In March, the Federal Reserve raised the Fed funds rates for the second time in three months. Typically, we would expect interest rates to rise and bond prices to fall, but...

Weekly Market Commentary – April 17, 2017

The Markets And the survey said… In late 2016, Natixis Global surveyed 500 institutional decision makers representing corporate pension plans, public pension plans, sovereign wealth funds, insurance companies, foundations, and endowments. Survey participants...

Weekly Market Commentary – April 10, 2017

The Markets U.S. stock markets are sending mixed signals. If you look at the performance of the CBOE Volatility Index (a.k.a. the VIX or fear gauge), which is a measure of market expectations for volatility in the near future, it appears all is well and investors...