interest rates

Weekly Update

Looking Ahead to 2026

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Published December 5, 2025

 

Below we offer Delta Research’s 2026 Market Outlook. This overview is relatively brief and offers a good review of markets, their valuations, and their driving forces. Like all years, we expect 2026 will carry the usual mix of good market days and bad, rallies and pullbacks. Our models seek to keep you on the right side of the market regardless of whether it’s rising or falling, to protect your capital in down markets and participate meaningfully in upside markets. Enjoy this market overview! (more…)

Weekly Update

Rate Cut Rollercoaster

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Published November 28, 2025

 

Market volatility shot higher recently only to just as quickly subside. Delta Research outlines the reasons for the volatility and subsequent settling. (more…)

Weekly Update

Twists and Turns in the Market So Far in 2025

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Published February 21, 2025

Thus far in 2025, investors have wrestled with a blizzard of information as the new presidential administration takes control and outlines their policy priorities. One month into the Trump Administration, let’s see how markets have responded. (more…)

Weekly Update

Post-election Euphoria

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Published November 15, 2024

 

Sifting through the post-election results: stock indexes have been big winners, cryptocurrencies have gone “to the moon”, interest rates have continued to move higher. Within the stock indexes, banks, energy, and consumer discretionary sectors have been the beneficiaries of the “Trump Trade” while typically defensive sectors have not participated. Below, we post an assortment of analyses and outlooks to provide what markets are wrestling with currently. (more…)

Weekly Update

Competing Views of 2024

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Published December 29, 2023

 

Good day TimingCubers ! This last post of 2023 will highlight the conundrum investors typically face; the push-and-pull of competing narratives and outlooks. Will the market go up or down? As trend-followers, we believe there is something to markets having momentum. They will continue in their existing direction until something major changes to force the very emotional investing public to reverse course. (more…)

Weekly Update

The Bond Market Beckons?

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Published September 15, 2023

 

With our focus on the Nasdaq 100 (QQQ), we do not actively invest in bonds in our models. However, we know that many of our subscribers do. Below we offer the latest output from Delta Research. We hope you find it of interest.

“The iShares Core US Aggregate Bond ETF (AGG) representing investment grade, U.S. corporate debt was down -1.77% in 2021 and -13.02% in 2022. 2022 was by far its worst performance year ever. Never before has the AGG suffered from two sequential down years. The rolling 5, 3 and 1-year average annual returns of the AGG are 0.39%, -4.69% and -0.36%, respectively. An investor might expect bonds to bounce back after such negative performance. The index is up only 0.9% year-to-date, a significant disappointment. (more…)

Weekly Update

Summer Doldrums for the Market

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Published August 25, 2023

 

As summer winds down, we have seen August play out in its usual way so far – weak. Here with more comment on recent market moves is Delta Research:

“In the past three months, the 10-year US treasury rate climbed by more than 15%. The sharp move higher during the month of August took the 10-year rate to the highest level its been since November 2007. As treasuries moved higher in August, stocks traded lower. The S&P 500 declined from August 1 to the Friday low of last week by 5.5% and the NASDAQ 100 was down 6.7%. (more…)

Weekly Update

The Market Finds Something to Worry About

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Published August 18, 2023

 

Stocks rise on a ‘wall of worry’. As the worries turn out not to be true, buying accelerates. The market’s euphoric rally in June signaled that investors collectively had overcome virtually all the worries of recession and interest rates leading to the bear market. In true bull market fashion, investors have rotated from the initial leaders to other sectors of the market, lifting all boats as it were. Eventually, a new worry surfaces sending prices back down a bit in a market correction. We are there now. (more…)

Weekly Update

Late Cycle Economics and a Stagnant Market

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Published April 21, 2023

 

Fidelity provided an update on where they see global economics this week. The nation’s largest administrator of 401k plans finds much of the world in late-cycle growth mode where credit gets tighter, earnings struggle, and economic growth slows. The next step is recession, which is what the vast majority of the economic watchers have been projecting for some time now. (more…)