Published August 7 2026
This week the S&P 500 resumed its push into new high ground. (more…)
Dow Jones Industrial Average
The Coming Change in Fed Policy
Published August 30, 2024
Lots of discussion lately about the impact of a change in Federal Reserve policy on stocks. While markets have unquestionably been enthused about the coming cuts in short-term interest rates, that expected action has presumably already been priced into the market. What happens once the cuts begin? Do stock markets “sell the news”?
Have Stocks and Bonds Become Cheap Yet?
Published October 6, 2023
This week we turn to Delta Research and their recent overview of the stock and bond markets after the sharp rise in interest rates and corresponding pullback in stocks. (more…)
Inflation Worries Have Had Little Net Impact on Interest Rates
Published November 12, 2021
This week’s inflation numbers put a little (temporary?) scare in the markets. But the one-day jump in interest rates did not even offset the past two weeks’ worth of yield declines. (more…)