Tag: Treasury yield

The Market Conundrum – The Year to Date Divergence of Stocks and Bonds

Last year, investors were truly surprised by the disparity of returns in stocks and bonds. Against a backdrop of slowly recovering economic data and decent corporate earnings, the S+P 500 rose by more than 28% marking its best year in more than a decade. In contrast, bonds, a traditionally safe investment haven marked their worst… Continue reading The Market Conundrum – The Year to Date Divergence of Stocks and Bonds

Market Perspective Report

Fed tapering remains the big topic and our consensus is that some tapering is already built into both the equity and fixed income markets at this point. We expect the amount of tapering will be greatly impacted by this Fridays job number. A light number in the 125,000 range, may translate to a slower tapering… Continue reading Market Perspective Report