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Market Outlooks
Weekly Market Snapshot: March 26, 2021
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Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Market Outlooks
Weekly Market Compass: The economy may not truly turn the page until spring
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It might be 2021, but it doesn’t feel like a new year in many parts of the world. We haven’t yet turned the page on all the difficulties of the past year, so it seems like we are stuck in 2020. Or as my colleague aptly put it, this is just Dec. 49, 2020.
Market Outlooks
Weekly Market Snapshot: March 19, 2021
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Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Alternative Investments
Gimme shelter
Demand for houses is likely to remain strong, pushing up prices and benefitting builders.
Market Outlooks
Weekly Market Compass: Seven reasons I expect a powerful US economic recovery in 2021.
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I periodically walk into stores to get a sense of how the US economy is doing. This past weekend I walked into a car dealership in my area. I chatted with a car salesman who has worked in the industry for more than 50 years. He shared that this is a very strange economic environment — car purchases have increased (he had already sold four cars that day), but so have the number of people stopping by to see if there are any job openings, who say they’ve been out of work for six or nine months.
Market Outlooks
BMO Market Charts: March 16, 2021
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While municipal bond spreads have tightened as a whole, spreads of lower quality investment grade muni bonds remain elevated above early 2020 levels.
Market Outlooks
Weekly Market Snapshot: March 12, 2021
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Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Market Outlooks
Weekly Market Compass: Stocks were hit last week in the face of inflation fears, but I believe it was a temporary adjustment to a rise in rates.
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Last week was what I would call a “Rip Van Winkle” week. Set in the colonial days of America, Rip Van Winkle is the story of a man who, sick of his wife, decides to go for a hike in the mountains with his dog. He meets a group of strange men who offer him an unusual drink, causing him to fall asleep.
Market Outlooks
BMO Market Charts: March 11, 2021
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While rising rates can create downward price pressure on fixed income portfolios, recent history has shown that Multisector Bond funds have performed well during rising rate periods.
Market Outlooks
Weekly Market Snapshot: March 5, 2021
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Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Market Outlooks
Inflation: base effects versus spare capacity
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The prospect of inflation remains a hot topic for both investors and policy makers. Chair Powell, in his testimony to Congress this month stressed that ‘inflation risks are to the downside’. He stated that inflation in the coming months is likely to jump as a result of ‘base effects.’
Market Outlooks
Weekly Market Compass: As Israel leads the way in COVID-19 vaccinations, events such as concerts and theater performances return after an 11-month ban
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When I was in business school back in the late 1990s, I found that one of the most heavily used — and effective — teaching tools was the case study. Learning from what other companies and industries did or didn’t do was incredibly helpful in gaining understanding and insight.