With upcoming economic data likely skewed by hurricane disruptions, the current figures may represent the last clear snapshot of underlying trends before the bond market faces additional uncertainty.
Since there are fewer than usual outside forces that could alter the market’s path, the motion, or inertia, could operate relatively unimpeded today.
Recent inflation data has been on the stronger side of expectations but this does not mean the Fed should pause easing.
Stocks were essentially unchanged last week as geopolitical tensions added some volatility to an otherwise quiet trading week.
Despite current challenges, China remains an investable market. However, long-term investors remain cautious.
As the Information Age morphs into the Automation Age, some market truisms that pass as common knowledge may not apply.
Two of the largest emerging markets take different paths, echoing their economic and demographic divergence.
The stability we’ve seen over the past week has faded, and natural flows will drive the market again.