Chart of the Week: High-Yield Bonds Say Not To Panic October 3, 2022 Economy and the Markets Chart of the Week, high-yield bonds, Jeff DeMaso So, while the high-yield market suggests investors are on edge, we also conclude that traders are not overly worried about the road ahead.Read Morekeyboard_arrow_right
Bearing the Bear Market September 30, 2022 Weekly Update bond market, bond yields, Dan Wiener, inflation, Jeff DeMaso, stock market, Weekly Update Please note: This update was prepared on Thursday, September 29, 2022, prior to the market’s close. Our thoughts are with everyone affected by Hurricane Ian. We hope you remain safe. On Monday, the bear market finally arrived for the Dow Jones Industrial Average as it dipped 20% below its January high. The … Read Morekeyboard_arrow_right
Bearing the Bear Market September 29, 2022 Weekly Update bond market, bond yields, Dan Wiener, inflation, Jeff DeMaso, stock market, Weekly Update Our thoughts are with everyone affected by Hurricane Ian. We hope you remain safe, and please let us know if there’s any way we can help in the storm’s aftermath. On Monday, the bear market finally arrived for the Dow Jones Industrial Average as it dipped 20% below its January high. The … Read Morekeyboard_arrow_right
Chart of the Week: When Will Inflation Go Away? September 19, 2022 Economy and the Markets Chart of the Week, inflation, Jeff DeMaso Getting inflation directionally right seems better than being precisely wrong when trying to figure out when inflation will go away.Read Morekeyboard_arrow_right
Inflation Curbs Market Enthusiasm September 16, 2022 Weekly Update Andrew Busa, federal reserve, Jeff DeMaso, stock market, Weekly Update Please note: This update was prepared on Thursday, September 15, 2022, prior to the market’s close. It’s amazing the difference one half of a percentage point makes on Wall Street. Tuesday morning, traders were greeted with a report that core inflation (which excludes often-volatile food and energy prices) rose 0.6% in August. … Read Morekeyboard_arrow_right
Inflation Curbs Market Enthusiasm September 15, 2022 Weekly Update Andrew Busa, federal reserve, Jeff DeMaso, stock market, Weekly Update It’s amazing the difference one half of a percentage point makes on Wall Street. Tuesday morning, traders were greeted with a report that core inflation (which excludes often-volatile food and energy prices) rose 0.6% in August. This higher-than-expected read was not what they’d been hoping to see, and it sparked a broad … Read Morekeyboard_arrow_right
Chart of the Week: Profits at a Record September 2, 2022 Economy and the Markets Chart of the Week, inflation, Jeff DeMaso While Federal Reserve Chair Jerome Powell stole the show in Jackson Hole last week and had onlookers reevaluating the probability of a recession ahead, the most recent data on corporate profits flew under the radar. In fact, U.S. companies were more profitable than ever in the second quarter, according to the Bureau … Read Morekeyboard_arrow_right
Do Policymakers Care About Your Portfolio? September 1, 2022 Weekly Update Andrew Busa, federal reserve, Jeff DeMaso, stock market, student loans, Weekly Update It has often been said that the Federal Reserve doesn’t care about your portfolio. Last Friday’s comments from Fed Chair Jerome Powell may have proved the point. Powell’s much-anticipated speech in Jackson Hole, Wyoming, while short, was dissected for every bit of nuance. Wall Street traders came to a bearish conclusion: Powell … Read Morekeyboard_arrow_right
Do Policymakers Care About Your Portfolio? September 1, 2022 Weekly Update federal reserve, Jeff DeMaso, stock market, Weekly Update Please note: This update was prepared on Thursday, September 1, 2022, prior to the market’s close. It has often been said that the Federal Reserve doesn’t care about your portfolio. Last Friday’s comments from Fed Chair Jerome Powell may have proved the point. Powell’s much-anticipated speech in Jackson Hole, Wyoming, while short, … Read Morekeyboard_arrow_right
At Vanguard, Only Millionaires Need Apply August 31, 2022 Adviser Fund Update Jeff DeMaso, recession, vanguard It's the worst-case scenario—retiring just before a sustained decline in the stock market. Can your portfolio recover? We found out.Read Morekeyboard_arrow_right
What Will the Fed Do About Inflation? August 26, 2022 Weekly Update Andrew Busa, bear market, Dan Wiener, inflation, Jeff DeMaso, life insurance, stock market, Weekly Update Please note: This update was prepared on Thursday, August 25, prior to the market’s close. For all the stock and bond markets’ ups and downs this week, Wall Street traders have been biding their time as they await Federal Reserve Chair Jerome Powell’s Friday speech at the central bank’s annual symposium in … Read Morekeyboard_arrow_right
What Will the Fed Do About Inflation? August 25, 2022 Weekly Update Andrew Busa, bear market, Dan Wiener, Jeff DeMaso, stock market, Weekly Update For all the stock and bond markets’ ups and downs this week, Wall Street traders have been biding their time as they await Federal Reserve Chair Jerome Powell’s Friday speech at the central bank’s annual symposium in Jackson Hole, Wyoming. Questions of recession and inflation, not to mention corporate earnings, consumer confidence … Read Morekeyboard_arrow_right