Published May 6, 2022
This week the Fed made the first of their larger interest rate hikes with a 0.5% move (50 bps in bond market parlance). Here’s the path of Fed interest rates that the market foresees – straight up from now through March 2023. (more…)
Published March 18, 2022
The question below, “Could we be near a market bottom?”, posed in the most recent letter from Blaine Rollins, coincided with what appeared to be a complete washout in European and Chinese, stocks. Whereas the emergence of the Omicron strain of coronavirus may have kickstarted the negative market proceedings back in November, the more recent events have mostly been happening outside the U.S. with the war in Ukraine and China’s covid crackdown adding further fuel to the downtrend. (more…)
Published February 18, 2022
Stocks remain fully in the midst of a correction, searching for a bottom that may not come until after the Federal Reserve takes action in March. In the meantime, our friends at Delta back up and survey the broader picture to comment on market behavior during various interest rate/economic growth scenarios. (more…)
Published November 19, 2021
Here at TimingCube we are focused on the Nasdaq 100 index, trading with the symbol QQQ. This index typically contains the most innovative and “high tech” companies in the stock market with a strong bent toward technology and consumer services. Schwab recently posted an article outlining the pros and cons of the broad tech sector, which has a very high correlation to the QQQ. We thought you might find it interesting. (more…)
Published January 15, 2021
After a sharp two year decline in interest rates which saw the 10-year U.S. Treasury yield plunge from 3.0% all the way down to 0.5%, rates have broken back above 1.0% and appear headed well higher. (more…)