Financial Resources & News

Monthly Market Update (May): 3 Things You Need to Know

From the end of the Global Financial Crisis in 2009 until now, the combined balance sheets of the Fed, European Central Bank and the Bank of Japan grew from approximately $5.3 trillion to over $23.7 trillion.(1) The markets were awash in liquidity over the past decade, and the rising tide lifted virtually all financial assets. Central banks around the world are on track to hike rates more than...

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Monthly Market Update (January): 3 Things You Need to Know

Fed predictions, Omicron, geopolitical tensions, oh my! This year’s stock market weakness culminated with some of the sharpest intraday swings since the start of the pandemic. However, the stock market is forward looking, and investors may have already priced in this information. Here are 3 things you need to know: A sell-off among leading tech stocks contributed to a 9% decline for the Nasdaq...

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The New Vigilantes

By:  Thomas Steffanci, PhD, Senior Portfolio Manager The markets are all aflutter as the Federal Reserve (the “Fed”) plans to reduce and then eliminate their purchases of government securities which are supposed to follow their first increase in the Fed Funds rate in March. That is estimated to be a 25-basis point (maybe 50-basis point) rise. If you believe the latest estimates of the members of...

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The Bond Bears are Waking Up from Their Deep Slumber

By:  Steven L. Yamshon, Ph.D., Managing Principal The Federal Reserve (the “Fed”) bank knows that there is too much liquidity in the system but has mixed feelings about reducing it. My sense is that the Fed will need to see that the following five factors are in place before they do anything: An unemployment rate in the neighborhood of 3.8%;Prime-age (25-54) labor force participation close to...

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An Energy Price Rise Two-Fer Today

By:  Thomas Steffanci, PhD, Senior Portfolio Manager A series of margin calls and OPEC’s reiterating its ongoing 400,00 barrels/ per day increase in output lit a further surge in natural gas and oil today. Hedge funds and large traders have been making bets that natural gas prices in the U.S. would rise faster than in Europe. So, they shorted natural gas futures in Europe (via a futures exchange...

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