Market Commentary

December 5th, 2016 - Market Update

The three week post-election equity market rally finally took a breather last week while the bond market logged a fourth consecutive weekly loss. Longer term rates, in particular, rose on speculation that the U.S. will entertain issuing 50 or 100 year treasury bonds. [...]

November 28, 2016 - Market Update

Equity markets maintained a positive trend in the Thanksgiving holiday shortened week, posting a third consecutive week of gains while interest rates trended sideways and high yield spreads tightened 0.18% to 4.66% over Treasuries. The speed of the rally and significant shift in sentiment so far in advance of tangible policy outcomes of the new administration are notable given the looming December Fed rate hike and Italian referendum taking place over the next two weeks. [...]

November 21, 2016 - Market Update

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November 14, 2016 - Market Update

Words cannot do last week any justice. Our country and the financial markets were taken completely by surprise in what was arguably the biggest upset in the history of American politics. While there were many fireworks this week, something tells us that they have only just begun. [...]

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