Published August 16, 2024
It was only one week ago that markets came unglued as fears of a “hard landing” coupled with a Japanese Yen market shocker to unnerve investors. But that was last week. Here is Delta Research’s take on the recent market and economic action:
“The market is resilient. (more…)
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…)
Published March 25, 2022
The stock market has settled down quite a lot in recent days as this chart of the volatility index shows. When volatility jumped down over that blue trendline, and kept going down, it was a likely sign that stock investors could breathe a little easier. Nevertheless, we also note that volatility has been generally elevated since mid-November and has a ways to go before true calm returns to the market. (more…)
Published April 9, 2021
The past few days have marked an important milestone in the market’s recovery. The volatility index (VIX) measuring the relative “fear” of investors has dropped below its key reference line as the chart below shows. Fear has subsided and the market has returned to normal levels. (more…)
Published December 20, 2019
Investors continue to be willing to take on more risk. Now that the “phase one” trade deal with China appears to be completed, the UK election results are in, and the Federal Reserve projects being on hold for quite some time, investors have breathed a collective sigh of relief. (more…)