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Fixed Income Insights
Weekly Fixed Income Commentary: Positive risk sentiment buoys Treasury yields
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Long U.S. Treasury yields ended modestly higher, while shorter maturity yields were nearly unchanged to slightly lower. Investors were optimistic about continued progress toward a coronavirus vaccine and an orderly transfer of U.S. political power. In reference to its asset-purchase programs, the Federal Reserve (Fed) acknowledged, “…circumstances could shift to warrant such adjustments.”
Market Outlooks
Weekly Investment Commentary: Stocks hit record highs, but risks may be rising
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Stocks surged ahead during the holiday-shortened trading week as investor optimism over vaccine prospects continued to climb. The S&P 500 index rose 2.3% and several market indexes hit new highs, with the Dow Jones rising above 30,000 mark for the first time. Continuing the trend that has been in place for some time, value outperformed growth last week.
Market Outlooks
Weekly Investment Commentary: Stock markets are looking beyond near-term risks
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Investors last week focused on the positive coronavirus vaccine trials, as well as the negatives surrounding spiking virus cases and mounting economic lockdowns around the world.
Fixed Income Insights
Weekly Fixed Income Commentary: Accelerating coronavirus cases suppress Treasury yields
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U.S. Treasury yields closed lower last week, led by longer maturities. Despite positive news on possible vaccine progress, investors were focused on the potential near-term damage from surging virus cases across the globe. A public dispute between the U.S. Treasury and the Federal Reserve (Fed) about the Fed’s lending facilities also undermined investor confidence.
Market Outlooks
Weekly Market Compass: As we face a challenging Thanksgiving holiday, we highlight reasons to be optimistic about the markets
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It won’t be the Thanksgiving that many of us had envisioned. COVID cases are currently rising at catastrophic rates, and hospitalizations and fatality rates are following in tow. Family plans have been meaningfully altered — I, for one, won’t be attending the Macy’s Thanksgiving Day Parade for the first time in decades.
Market Outlooks
Weekly Investment Commentary: A risk-on trade takes hold (for now)
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Equities jumped higher last week, with the S&P 500 Index rising 2.2%. Positive news from a potential Pfizer coronavirus vaccine provided some hope for a return to more normal economic activity in the year ahead.
Market Outlooks
Weekly Market Compass: Investors gain clarity on a COVID-19 vaccine, the presidential election, Brexit negotiations, and more
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The British philosopher Bertrand Russell once said, “What men want is not knowledge but certainty.” I have been thinking a lot about that quote in the last several weeks, and how especially in such uncertain times, certainty may be more helpful than knowledge in allowing us to move forward.
Fixed Income Insights
Weekly Fixed Income Commentary: Investor optimism pushes Treasury yields higher
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U.S. Treasury yields rose last week, as U.S. election results became clearer and Pfizer announced encouraging news about its COVID-19 vaccine trials. A somber mood later in the week offset a portion of the earlier increase, as virus cases rose across the globe and fears of increased lock-down measures intensified.