Below you'll find a list of all posts that have been categorized as “Weekly Market Commentary”
The Fed’s 9-1 decision the other day to leave the policy rate unchanged was not a shock or surprise to anyone. But, the Fed did telegraph a polarity shift to the markets and equities gained slightly on future rate cut optimism (the S&P 500 was up about 0.3%) while the 10-year yield declined to around 2.03%. I’m guessing there is a 95% certainty the …
Global markets surged higher this week, boosted by falling (read: diving) interest rates as bad economic data led most pundits to predict multiple Fed cuts this year. Everyone has heard the saying, “Bad news is good news,” but that’s usually not the case if the news is actually really bad. So is it? Well, it’s true that the global economy …
I don’t think the best search engine optimization practice is to recommend the real title I wanted to use: “Shit Happens…Often.” But including it in the body is probably good enough, eh? Man, I suspect we will be seeing a lot of “Sell in May” references by the time this month is over. Heading into today, the S&P 500 is …
The markets were surprised by Trump’s tweet last Sunday declaring he was raising tariffs from 10% to 25% on the initial $250 billion of Chinese imports…and implementing tariffs on the remaining $300+ billion as well. However, this should not be a big deal to many of our readers. Those who don’t need cash right now are just fine. Here’s the plain old, straightforward truth…We …
Weakness in the Healthcare sector has been widespread on the heels of political discussions around healthcare and drug prices. Drug makers, insurance companies, medical companies and biotechs have all struggled from this. Actually, “struggled” is an understatement. While the Healthcare sector has been losing ground, one of the top performing S&P 500 sectors, Technology, has continued to outperform. That’s just …
When Will the Next Recession Happen? Last week we saw the yield curve invert and it sent the expected panic through the market. The big question now – when will the next recession happen? First, here’s what everyone freaked out about: the yields between the 10-year and the 3-month Treasuries went negative. Every recession since 1962 has seen this condition happen before the start of a recession; however, not every inversion has …
There is the inflation that everyone talks about on TV and in financial reports: CPI, Core CPI, Producer Price Index…blah blah blah. These reports are important, but I don’t think they are as important to you, the investor, as you may think. Especially if you are a high-net-worth investor. Why? Because of what those indices measure. The CPI, for example, …
Every March 8th is International Women’s Day, and this year’s theme is “Think Equal, Build Smart, Innovate for Change.” The theme really resonated with me because we have such an incredible team and culture at Monument, due in large part to the fact that our team is comprised of 67% women! We pride ourselves on being razor sharp, innovative, collaborative …
