Tag: financial markets
Market Commentary: Tax Reform Bill Inches Forward But Still In Limbo
The house passed its version of the tax reform bill, and it appears likely that some version will also pass the Senate, giving Republicans...
Here’s The Problem With Tight US High Yield Credit SpreadsÂ
In my conversations with clients a common topic of interest is that of US high yield credit spreads.
Indeed, it's almost the opposite issue of...
U.S. Financial Market Update: Economy, Stocks Stay Positive
August was a month of reduced activity in financial markets, as many market participants take vacation before the start of the school year.
Everyone is...
Macro Market Commentary: Faith Trumps Fear
With every market-moving tweet, promise, provocation and policy proposal, President Trump has changed the investing and trading landscape. Finance Twitter is but a petri dish...
Understanding and Navigating The Fog of Markets
“The year 1915 was fated to be disastrous to the cause of the Allies and to the whole world. By the mistakes of this...
S&P 500 Technical Update & Market Thoughts – Sept 20
The S&P 500 (INDEXSP:.INX) has been pacing the "range-bound" price action in the U.S. - and we are seeing similar price action in Europe. At...
Treasury Bonds Over-Loved And Over-Owned This Year
If there is one major theme that pervades the financial markets this year, it’s the shift from stocks to treasury bonds. You can romanticize...
Aaron Jackson: My Favorite Financial Market Follows
I put together a list of my favorite financial market follows, in no particular order.
This wasn't an easy task, but it also comes with a...
2016 Market Prediction: Fiscal Stimulus Returns As Talking Point
In a couple months, we will do the routine – you know, the one where prognosticators put together their ‘Top 5 Surprises for 2016', or '10...
5 Market Trends And Themes To Watch For The 4th Quarter
As we move into the 4th quarter, investors are in a tricky spot. The current corrective action in stocks has begun to consolidate as investors...