On My Mind: Just a Flesh Wound?
When Will Fundamentals Matter Again?
As more speculative investing is once again driving returns, Portfolio Manager Justin Tugman discusses market factors that could encourage a renewed focus on fundamentals.
Why Have CLOs Prospered Since the Pandemic?
Most Critical Week of the Year Yet, Next Week
U.S. benchmarks are pointing higher, finding added tailwinds from social media earnings after yesterday’s closing bell. No major sector gained more than 1% yesterday, but Energy and Financials each lost about 1%.
Municipal Market Insight
Digestion Thursday. Is That a Thing?
Aligning the Stars in Fixed Income
Anyone looking for a fresh perspective from Federal Reserve (Fed) Chairman Jerome Powell last week was sorely disappointed.
Growth Rebound Looks Extended, As Do Long-Term Bonds
The Stock Market Is In The Midst of a Massive Transition
Nirujan Kana from CI Global Asset Management Discusses the Growing Demand for Active ETFs
Market Recovery Continues
The Race to Net Zero: Challenges and Opportunities
More and more investment is being channelled toward achieving net zero carbon emissions. To understand the scale of the task, consider what net zero means.
MLP Insights Q2 2021: Energy Sector Momentum Continues
London Capital Market H1 2021 Highlights
Economist Perspective: Rising Debt Levels
Why Rates are Leading
E-mini S&P (September) / NQ (Sept) S&P, yesterday’s close: Settled at 4315.50, up 64.25 NQ, yesterday’s close: Settled at 14,722.75, up 182 Fundamentals: Yesterday, U.S. benchmarks snapped back from a healthy three-day slide. Can the rebound continue? Massive buying at the opening bell yesterday set the tone for a tape that had held well in … Continue reading Why Rates are Leading
What Spooked Wall Street?
July 21, 2021
Technical Analysis Heading into Wednesday’s Open: July 21, 2021
Must… Buy… Dips…
The Economic Re-Opening Drives Inflationary Pressures While COVID-19 Weighs on Markets
Last week’s US Consumer Price Index print was higher than expected. Investors immediately assumed that the Fed would raise rates more quickly, causing the yield curve to flatten.
Vermilion Macro Vision: U.S. Equity Strategy
Looking Ahead: A Deep Dive into Asia
China’s Economic Recovery Is Steadying
Positive Start Expected, But the Close Matters More
The key thing today, however, isn’t how the stock market starts, it’s how it finishes. Given the market’s behavior since the lows in March 2020, it should come as no surprise that it is attempting to bounce back from yesterday’s selling.
A Treacherous Trade
S-REIT Sector Lodged 9% Return Over 9 Weeks
Since 14 May, the iEdge S-REIT Index has generated an 8.7% total return, outpacing the STI, which gained 3.2% over the nine weeks.