The Past Week in the Markets

16 Jul

U.S. stocks had substantial gains this week while foreign stocks generally had slight losses, despite threats of tariffs on another $200BN of Chinese imports.  The 10-year treasury yield was nearly unchanged while the U.S. dollar gained against a basket of currencies. Commodities including oil, gains and gold were lower for the week.  Crude oil prices […]

The Past Week in the Markets

09 Jul

U.S. and foreign stocks had substantial gains this week with U.S. small company stocks having the largest gains.  Stocks rallied sharply on Friday after the stellar jobs report and despite fears of the trade war between the U.S. and China.  Not only did we see a good gain in jobs creation we saw a large […]

The Past Week in the Markets

02 Jul

U.S. and foreign stocks ended the week lower as uncertainty on trade blunted rally attempts.  Crude oil prices rose sharply higher due to a drop in U.S. inventories, disruptions in Libya and U.S. threats to prevent Iran from exporting oil by November 4th.  Most other commodities were little changed.  The 10-year Treasury yield fell, further […]

Life after the Pension Freezes

26 Jun

Many companies have terminated their pension plans.  Kellogg is one of the latest, which has scheduled to freeze benefits at the end of 2018.  While the match may be increasing, the loss of additional pension accrual will not be made up by increased match.  Therefore, to adequately fund retirement, it is even more important to […]

The Past Week in the Markets

25 Jun

U.S. stocks had modest losses this week with the Dow 30 industrials posting significant losses as concerns over trade affected the markets.   The 35 largest banks all passed the FED’s stress test, indicating they are healthy enough to withstand an extreme recession.  The Supreme court ruled that states can force online retailers to collect state […]

The Past Week in the Markets

18 Jun

U.S. stocks were mixed for the week with the Nasdaq posting significant gains and the Dow 30 posting significant losses.   The S&P 500 was nearly unchanged and foreign stock indexes ended the week with significant losses. President Trump met with North Korean dictator, Kim Jong Un, where they issued a vague agreement aiming towards peace […]

The Past Week in the Markets

11 Jun

U.S. stocks had significant gains while foreign stocks declined.  Fears of a trade war subsided somewhat as China offered to buy an additional $70BN in U.S. goods in a bid to prevent additional tariffs from going into effect.  Oil prices fell this week while copper rose.  The dollar rose and treasury yields edged higher. In […]

The Past Week in the Markets

04 Jun

US and foreign stocks ended the volatile week with gains in the holiday shortened week, with the Nasdaq index experiencing the largest gains.   This followed a selloff on Tuesday regarding concerns over Italy’s failure to form a coalition government.  The Five Star Movement won a plurality in the election but failed to form a ruling […]

This Past Week in the Markets

30 May

U.S. stocks had modest losses this past week with foreign developed stocks having sharper losses. Congress passed a bipartisan bill to roll back some aspects of the Dodd-Frank legislation from the financial crisis.  The bill loosens some rules for smaller banks but keeps in place many of the oversight provisions in the 2010 law for […]

The Past Week in the Markets

19 May

US Stocks had modest losses with developed market stocks faring worse and emerging markets having sharp losses for the week.  Interest rates were higher with the 10-year treasury going above 3.1% mid-week, creating a steeper yield curve.  Energy and agricultural commodity prices were higher for the week with West Texas Intermediate oil touching on $72 […]