Weekly Commentary

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Monday, August 12, 2019

Stocks posted losses for the week, driven by eruptions of trade-war threats, disruptive White House tweets and a devaluation of China’s currency. Bond yields declined on the week.

Monday, August 5, 2019

Stocks around the globe retreated after policy surprises rattled investors: the Federal Reserve cut rates but dashed hopes for an easing cycle. President Trump announced 10% tariffs on the final $300 billion tranche of Chinese imports.

Monday, July 29, 2019

U.S. stocks capped the week with new highs following slightly better-than-expected GDP data and strong earnings from key reporters, shrugging off cautioning that major “breakthroughs" from next week's China trade talks were unlikely.

Monday, July 22, 2019

US stocks ended the week on a softer note after the Federal Reserve downplayed the chances of a larger rate cut at its July meeting.

Monday, July 15, 2019

US stock markets set new record highs on sentiment that while the Federal is highly unlikely to tighten monetary policy over the short term, it may even lower rates in the coming months, if not sooner.

Monday, July 8, 2019

Markets rose over a holiday-shortened week, absorbing the ambivalent China-United States trade talks, and then digesting strong U.S. jobs growth.

Monday, July 1, 2019

Stocks retreated for the week in China and the United States as investors awaited progress in trade talks at the G20 summit. Nevertheless, the S&P 500 booked a 17% YTD gain, its best first-half finish in 22 years.

Monday, June 24, 2019

Stocks marked their third straight week of gains, with help from supportive central bank messaging. Treasurys were stronger, with the yield curve steepening again.

Monday, June 17, 2019

Despite a Friday pick-up, global stocks declined in a week largely devoid of meaningful directional drivers.

Monday, June 10, 2019

Stocks rallied, and the S&P 500 saw its best weekly gain of the year, as investors bet that economic slowing would prompt a rate cut from the Federal Reserve.


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