Street Savvy

What an uncomfortable period we are in for global financial markets. First, a variety of small and idiosyncratic events loom with the threat of ballooning into something bigger...

In the absence of other news flow, the investors focused primarily on positive signaling from the Fed – specifically on Jerome Powell’s testimony...

Highlighting uncertainty in financial markets is typically a low-value-add comment – that is their whole reason for existence, after all. We are also acutely aware of the risks of confirmation bias. Nevertheless, there are enough tangible risks

Equity markets rose 4%, recovering about half of May’s losses as we entered wait-and-see period. The core question for financial markets remains whether trade-inflicted damage on business confidence will take hold faster and/or outweigh the benefit o

The two future paths currently being predicted by bond and equity markets are close to mutually exclusive; and the old, New York trading-floor saying is “the smart money is in bonds”

After a few days of acclimatizing to the partial US yield curve inversion, equity markets...

US equity markets have stalled out after hitting a plateau in late February...

Reporting season has concluded in North America some very clear themes having emerged...

While part of the catalyst was the New Year enabling certain market participants to return, the real driver was Fed Chair Powell’s speech last Friday...