Printer Friendly Version Market adjustments and yields: Fixed income markets have absorbed significant geopolitical and economic developments in recent months, particularly since the escalation of the Iran conflict. Treasury yields have risen sharply, reflecting a...
The Markets (as of market close June 5, 2026) For much of last week, stocks continued a rally that appeared headed for another week of gains. However, investors, who had been clinging to the prospect of monetary easing, had those hopes all but dashed after a...
The Markets (as of market close May 29, 2026) Wall Street ended the week with broad gains, record-setting index performances, and a notable shift toward broader market participation beyond tech and AI shares. The Dow, the S&P 500, the NASDAQ, and the Global Dow...
Printer Friendly Version Add Context, and Stock Market Valuations are Fair We agree with the consensus view that stock valuations are elevated by traditional measures. But valuations should be considered in the context of the economic regime and earnings environment....
Printer Friendly Version Commodity market trends: Commodity markets have been on an impressive, and volatile, run so far this decade, with leadership oscillating between energy and precious metals. Not surprising, after commodities’ “Lost Decade” of the 2010s, given...
