February 24, 2021
Reflation, Flation, What’s Your Nation?
In this blog piece, we want to take a deeper look into a theme—reflation.
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February 18, 2021
Where Can Bitcoin Go from Here?
Bitcoin is a hot topic! We had the pleasure of discussing the investment thesis for bitcoin on our Behind the Markets podcast with Ari Paul, the co-founder of BlockTower Capital, a crypto asset-focused asset management firm.
February 11, 2021
“Inflate-Gate”? Don’t Tell That to the Bond Market
February 8, 2021
Winning Against the Race to Zero
February 4, 2021
What Does the U.S. Manufacturing Recovery Mean for Commodities?
The monthly release of the ISM Manufacturing PMI report is a closely watched factory gauge. For this index, a reading above 50 is viewed as an indication that the economy is in expansion territory, while a level below this threshold indicates contraction.
January 28, 2021
Fed Watch: Taking a Back Seat, Kinda, Sorta…
When it comes to Washington, D.C. headlines and the bond market, it’s not very often the Federal Reserve (Fed) is not taking center stage. However, with monetary policy seemingly on autopilot, fixed income investors have instead placed their focus on fiscal policy.
January 21, 2021
Discussions Around Platform Businesses and Earnings Trends
We released two separate Behind the Markets podcasts last week, touching on two important issues for the market: developments in content platforms & the latest readings on earnings.
January 14, 2021
Sooner Rather than Later Happened
The December jobs report did come in softer than expected from a headline perspective, but it didn’t change the bond market narrative. It should be noted that the unfortunate events at the Capitol building last week had no effect on the money and bond markets.
January 7, 2021
How Much Tesla Do You Own?
December 28, 2020
Forget FAANG. It’s Time to Scale MT SAAS
Bessemer thinks it is time to supplement FAANG as the default tech leaders with a new group of technology stocks that is well positioned to outperform in the cloud-first world: MT SAAS, which is Microsoft, Twilio, Salesforce, Amazon, Adobe and Shopify.
December 22, 2020
Break on Through to the Other Side
December 17, 2020
Should ETF Investors Be Worried about the Delisting of Chinese Equities?
December 16, 2020
Are Investors Over-Allocated to the U.S.?
Last week on Behind the Markets we spoke with Karthik Sankaran. Sankaran believes investors are under-allocated to foreign markets and that U.S. dominance goes in long cycles of relative performance.
December 10, 2020
Beginning of a Cyclical Bull Market: One Technician’s View
Last week we had the opportunity to speak with Dan Russo, CMT, Chief Market Strategist at Chaikin Analytics about his economic outlook. It was an interesting look at the most important indicators some market technicians are watching around the world as we head into 2021.
December 3, 2020
It’s “On the Line”
With the second wave of COVID-19 dominating headlines, it’s natural to wonder what the economic impact may be this time around as compared to Q2.
December 1, 2020
The Market is Hungry for More
November 19, 2020
Divided Highway Ahead?
A divided government as outlined above would seemingly mean there shouldn’t be any dramatic shifts in the current fiscal policy setting. Sure, executive orders and attendant regulatory action could occur, but meaningful legislation on taxes and spending would more than likely not transpire in such an arrangement.
November 12, 2020
Can We Just Get Back to …. Fundamentals?
“Can we just get back to market fundamentals?” You know, no politics, just looking at the economic data, the Federal Reserve (Fed), rates, etc.—all that wonderfully boring stuff.
November 5, 2020
The One Common Denominator: Fed Policy
October 29, 2020
A Sustainable Investing Focus
Today, 85% of investors suggest they want their personal priorities incorporated into investments. Further, 95% of institutional investors say they either want to incorporate sustainable goals or plan to in the future.
October 22, 2020
“Blue Wave”: The Other Side of the Trade
In the scenario I want to focus on in this blog post, a “blue wave” results in a potentially higher tax, an increased regulatory environment and a less “business-friendly” setting, which could ultimately result in slower economic growth.
October 15, 2020
Does a “Blue Wave” = Higher Rates?
October 8, 2020
The Bond Market Has Become Non-Labor Intensive
After showing little response to the jobs data, the U.S. Treasury (UST) 10-year yield started off this week on an ascending trajectory, with the UST 2s/10s spread widening. Was it a case of revisiting the employment data?
October 1, 2020
Why Salesforce Ventures Invested in Snowflake
In this “Behind the Markets” podcast, we hosted Matt Garratt, managing partner at Salesforce Ventures, the global investment arm of Salesforce, who led the investment in Snowflake.
September 24, 2020
Riddle Me This: What Looks Like a “V” but Feels Like a “U”?
September 17, 2020
Fed Watch: ‘New’ Policy Framework, Batteries Not Included
It is not surprising the September FOMC meeting failed to provide any fresh headlines. The key question now is how does the Fed actually implement this new approach?
September 10, 2020
What Goes Up Has Definitely Been Coming Down
September 3, 2020
The Death of the 60/40 Portfolio
Should investors start to move away from bonds in their current allocations? Will the standard hedging function and diversification benefits of bonds will be much less attractive going forward?
August 27, 2020
Value Stocks Need a Whiff of Inflation
August 20, 2020
