Market Watch Weekly | March 5, 2021 | March Madness!

The U.S. economy has roared back to life in 2021, with first-quarter growth set to defy even the rosiest expectations as another fresh influx of cash looms. Manufacturing data Monday showed the sector had its highest growth level since August 2018....

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Market Watch Weekly | February 26, 2021 | Top Gun Explains the Yield Curve. Thanks Maverick.

Not since the 2 & 10 inversion in 2019 has there been more talk about the “yield curve”. Before we jump into the conversation about what these higher rates mean for the broader economy, we’ll attempt to paraphrase textbooks of material into a few......

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Market Watch Weekly | February 12, 2021 | Can't Believe We're Using This GIF For The 2nd Time...

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Market Watch Weekly | February 5, 2021 | GameStop-Ed?

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Market Watch Weekly | October 23rd, 2020 | Stimulated Yet?

The longer-term outlook for stocks is positive, in our view, with support from economic growth, corporate earnings and interest rates. In the near term, we expect volatility to remain elevated and markets to consolidate recent gains....

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Market Watch Weekly | October 2nd, 2020 | Q3 Commentary: “Be sure you put your feet in the right place, then stand firm.”

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Market Watch Weekly | September 25th, 2020 | Trumped Up Trickle Down Economics

We think the combination of a sustained-but-gradual economic expansion, rebound in corporate profits, and an ongoing monetary policy stimulus – though not immune to presidential policies – will set the broader course for the markets....

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Market Watch Weekly | September 4, 2020 | Keep Calm and Carry On... We have Thacther Demko!

North American benchmarks posted their first negative week in more than a month as investors took profit and rotated out of the high-flying tech sector....

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Market Watch Weekly | August 21st, 2020 | In Other News... Apple is Now Worth More than Canada. Seriously.

It was a record-breaking week for the S&P 500 and tech-centric NASDAQ. Five months removed from the biggest market selloff of our lifetime, the S&P 500, the broadest measure of the U.S. stock market, was within 0.40 points of breaking the 4,000 mark....

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Market Watch Weekly | August 14th, 2020 | Greatest 100-Day Rally, Ever.

The last 100 days have benn challenging for everyone, and for many different reasons, but the stock market carnage that we endured in February and March is now largely in the rear-view mirror....

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