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…)
Published October 29, 2021
There were some unusual moves in the markets this week. Some of those movements are attributed to the taxable year-end for mutual funds, which occurs at the end of October. That year-end leads to selling of some positions to capture gains and losses for the tax year. As a result, it is possibly too early to draw any firm conclusions from these moves. (more…)