“Can’t Stocks and Bond Yields Just Get Along?“ | Weekly Market Commentary | December 12, 2016
“Surging bond yields have not spooked stock market investors.”
Source: WEEKLY COMMENTARY
“Surging bond yields have not spooked stock market investors.”
Source: WEEKLY COMMENTARY
“For the first time in a long time the market and the Federal Reserve (Fed) are more or less aligned when it comes to monetary policy.”
Source: WEEKLY COMMENTARY
“Economic reports received in November, which mostly reflect economic activity in October and early November, generally exceeded expectations, as reports on manufacturing, consumer activity, and the housing market were all notably better than expected.”
Source: WEEKLY COMMENTARY
“Municipal bonds have underperformed Treasuries by a sizeable amount in recent months.”
Source: WEEKLY COMMENTARY
“The Beige Book suggests continued modest economic growth”
Source: WEEKLY COMMENTARY
“With equity markets making new highs and the bull market close to turning eight-years old, are we entering another period of irrational exuberance?”
Source: WEEKLY COMMENTARY
“Amid fluctuations in interest rates, shorter-term fixed income may deliver lower price volatility than longer-term.”
Source: WEEKLY COMMENTARY
“• This month has several significant events that have the potential to be market movers. ”
Source: WEEKLY COMMENTARY
“Corporate sentiment improved during the third quarter based on our analysis of earnings conference call transcripts for third quarter 2016 earnings season.”
Source: WEEKLY COMMENTARY
“The consensus view heading into the presidential election was that a Donald Trump victory would result in an equity market sell-off and a flight to the safety of U.S. Treasuries and other high-quality bonds. Many were surprised to see the opposite result—bond prices moved lower, whereas equity markets rallied.”
Source: WEEKLY COMMENTARY