Published May 22, 2026
Stocks continue to largely ignore the rising bond yields that typically raise warning flags for markets. Below, we provide a series of recent notes from Delta Research regarding recent market action: (more…)
Fed Chairman
Stocks Stuck in a Holding Pattern
Published September 9, 2022
As stocks continue wrestling with many competing narratives, here is Delta’s summary of where things stand.
“The re-re-re-adjustment of interest rate expectations higher following Fed Chairman Powell’s Jackson Hole speech two weeks ago triggered a significant selloff in stocks. Then the news deteriorated further. (more…)