It was an action-packed week. Both the DJIA and the S&P 500 overcame trade war escalation to hit all-time highs, treasury yields spiked, S&P sector reclassification arrived, and the…
Global stocks rebounded over most of the week as tensions surrounding trade and EM contagion abated. Investors welcomed Treasury Secretary Mnuchin’s invitation to host additional talks…
For capital markets, August was all about America. US stocks were up, the US dollar was up, and just about everything international was down. The divergence was driven by superior domestic…
After a short week of trading, all major global equity indexes finished the week with negative performance. In the US alone, a tumultuous four days were highlighted by Amazon briefly…
US stocks powered ahead, driven by technology companies. International stocks remained flat as the dollar strengthened and trade talks returned to the headlines. The US and Mexico agreed in…
US stocks continued to show strength, finally erasing losses from declines in January and February. The S&P 500 reached a new all-time high on Friday. Chairman of the Federal Reserve Jerome…
It was an emerging markets rollercoaster this week. The Turkish lira hit fresh lows Monday versus the dollar, escalating fears of emerging markets contagion and driving shares of EM stocks…
CEO Elon Musk made headlines on Tuesday for tweeting that he was considering taking Tesla private. A sell-off on Friday wiped out gains for the week and left US stocks modestly lower for…
Exceptional earnings growth trumped ongoing trade conflict, propelling stocks higher for July. With 80% of companies reporting, Q2 S&P 500 earnings growth is trending toward 24%, according…
Once again, US stocks rose and International stocks fell. This was driven in part by strong US earnings and in part by increased selling pressure on emerging markets stocks when trade war…
News of strong US Gross Domestic Product growth this week provided positive sentiment on the US Economy. Trade war fears also eased slightly on the back end of President Trump’s meeting…
There was certainly no shortage of headlines this week, driving what appeared to be an investor tug-of-war between news from the Fed and escalating trade war rhetoric. A mostly upbeat…
