Opinion – Friday 8 April 2022

Despite 10-Year Treasuries seven basis points higher at a yield of 2.66 %, U.S. Equity Markets reversed earlier losses to close higher on the day, led by the 0.43% gain in the S&P.  In a speech at the University of Missouri, St. Louis Fed President James Bullard...

Opinion – Thursday 7 April 2022

Rising Bond Yields saw U.S. Equity Markets get hit hard again yesterday, led by the 2.17% fall in the NASDAQ 100. This move higher in Bond yields saw investors rushing out of risk assets. Remember, the thought is that higher Bond Yields will make it more expensive for...

Opinion – Wednesday 6 April 2022

U.S. Equity Markets reversed all of Monday’s gains as one Fed Member called for a rapid rate rise. The NADAQ 100 led yesterday’s session lower, closing with a loss of 2.24%. Federal Reserve Board member Lael Brainard said inflation is growing too quickly and that the...

Opinion – Tuesday 5 April 2022

U.S. Equity Markets started the new week in positive fashion led by the 2% gain in the NASDAQ 100. Federal Reserve speakers grabbed some of the headlines. San Francisco President Mary Daly said the case is building for a 50-basis point, or 0.5%, rate increase at the...

Opinion – Monday 4 April 2022

Following a volatile start to April, U.S. Equity Markets rallied in the last hour to close higher, led by the 0.4% gain in the Dow. The two-year and 10-year Treasury curves inverted again on Friday, marking another recession indicator that has been triggered. This...

Opinion – Friday 1 April 2022

Higher than expected Inflation data saw U.S. Equity Markets sell-off into close as the three main Indexes all lost 1.55%, following one of the most volatile Quarters in history. Personal Consumption Expenditures (“PCE”), the Federal Reserve’s...