Market Trends & Outlook

This past decade has been a tremendous run for the S&P 500, remarkably like the path of U.S. equities in the 1990’s. When looking at the other major asset classes, however, the 2010’s have not been nearly as exciting.

This past decade has been a tremendous run for the S&P 500, remarkably like the path of U.S. equities in the 1990’s. When looking at the other major asset classes, however, the 2010’s have not been nearly as exciting.

Last month, I discussed how there are many similarities to 2007, with volatility and bond prices moving together. Couple some economic data like housing permit growth, PE for stocks, a rally in gold, and household debt all looking like 2007 numbers with volatility and bonds looking like investors are getting ready to head for the hills in the stock market, and the backdrop looks like a recession was imminent.

Last month, I discussed how there are many similarities to 2007, with volatility and bond prices moving together. Couple some economic data like housing permit growth, PE for stocks, a rally in gold, and household debt all looking like 2007 numbers with volatility and bonds looking like investors are getting ready to head for the hills in the stock market, and the backdrop looks like a recession was imminent.

It’s no secret that the coronavirus (COVID-19), which started in China and has now spread to other nations including the U.S., is negatively impacting...

It’s no secret that the coronavirus (COVID-19), which started in China and has now spread to other nations including the U.S., is negatively impacting...

Just as investors were trying to come to terms with the Coronavirus, Saudi Arabia decided to flood the market already depressed by the virus,...

Just as investors were trying to come to terms with the Coronavirus, Saudi Arabia decided to flood the market already depressed by the virus,...