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🚢 Supply chain woes. Rising concerns #COVIDRecovery hampered by persistent supply chain issues. Consumer companies noting some consumer hoarding behavior (Pantry Loading 2.0?) as well as retail ad demand lower for holiday season. All-time high energy prices just compounding investor concerns. 💸 Yields resume climb. Erasing last week’s dip, #RisingYields resume with 10-year treasury yield up 4%. More #InflationFears bolstered by Powell’s ‘time Read More
💸 Yields stabilizing. #RisingYields breaks 3-week streak with 10-year treasury yield ending week down -2%. Yields peaked Mon, dropped -6% by Thur and rebounded +4% Fri. The culprit flattening yield curves as investors worry Fed underestimating #InflationFears and will need to accelerate rate hikes. 💻 Growth rebound. S&P 500 finished up almost +2% with high-growth Tech leading the way up Read More
💸 Yields keep on rising. For 3rd straight week, #RisingYields continue tacking on another 9%. Surging energy prices, strong #COVIDRecovery data and incoming Fed action continues to drive #InflationFears and #Flight2Safety rotation. 🇨🇳 Biden/Xi virtual summit. White House reengaging Beijing holding a virtual summit later this year. Markets popped Thursday on #ChinaTension relief with S&P 500 finishing +1% for week. 🚙 Legacy auto in spotlight. General Motors Read More
Market Musings 10/6/2021 Quick thoughts on the markets and major portfolio news. Not on Ursa yet? Download Ursa from the App Store! Conservative Fed playing catch up to surging inflation data. We expect more volatility as incoming Fed action gets concrete timeline. High growth likely impacted; portfolios positioned for more #Flight2Safety. Markets have been incredibly Read More
📉 September pullback. S&P 500 finished September down -5%－first red month after 7 consecutive green ones. Macro uncertainty drove market correction off all-time highs as investors faced #InflationFears, #RisingYields and #ChinaTension. 💸 Yields keep rising. 10-year treasury yields rose another +5% extending last week gains. #InflationFears in focus on energy pricing surging and supply chain woes. Strong #Flight2Safety rotation with Growth down over -3% for Read More
💪 More strong economic data. Despite rising case, #COVIDRecovery still strong as 12-month consumer price index grew 5.4% again in July. #InflationFears tug ‘o war with another high inflation month, but, at the same time, not accelerating. ️💸 Yields keep rising. 10-year treasury yields up another +4% last week, but as much as +9% Thursday before Friday’s -5%. pullback. #RisingYields resurgence Read More
💰Yields rebounding. #RisingYields rebound up +4% rising as more strong economic data may accelerate Fed rate decision. Financials jumped +4% with overall S&P 500 up +1% for week. ✈️ Travel strong? Strong travel bookings boosting #RevengeTravel. However, boost primarily driven by domestic as international, corporate and big city travel still muted. 🇨🇳 ‘Spiritual Opium’. More #ChinaTension as state run publication calls online Read More
💨👟 Value rotation. With bubble fears climbing (aided by rising meme stock and joke #Crypto interest), heavy #Flight2Safety to kick off May. Value stocks up +3% MTD while Growth down slightly so far. Overall S&P 500 finished up +1%. 😰 Rising #InflationFears. Treasury Sec Yellen briefly tanked markets Tuesday saying interest rates needed to rise ‘a little bit to make sure Read More
The first quarter of 2021 is a wrap! While the overall S&P 500 is up +6% this year, it’s been a roller coaster if you breakdown the components. Let’s take a look at our overall 2021 theme #Flight2Safety. S&P 500 Value stocks are up +10% YTD. Meanwhile, S&P 500 Growth names are only up +2%. Read More
While markets surged today, high growth stocks had been under siege for the past several weeks. Before today, tech heavy NASDAQ fell over -10% from its peak on Feb 12 while the more diverse S&P 500 fell less than -3%. Today, NASDAQ’s Herculean rebound recouped part of the loss, but still remains down -7% from Read More