Weekly Market Commentary - 12/16/2022 -Darren Leavitt, CFA US equity markets started the week recouping from last week’s losses in hopes of a cooler CPI print and a more dovish stance from the Federal Reserve Open Market Committee.  Investors did cheer a...

Weekly Market Commentary - 12/9/2022 -Darren Leavitt, CFA Markets gave back gains inked over the last couple of weeks as investors pulled off risk in front of the upcoming Federal Reserve Open Market Committee meeting. The market expects the Fed to increase its policy...

Weekly Market Commentary - 12/2/2022 -Darren Leavitt, CFA The week started with concerns regarding China’s Zero Covid policy which has led to protests stemming from continued lockdowns.  Initial concerns were tempered by reports suggesting China would slowly move away...

Weekly Market Commentary - 11/25/2022 -Darren Leavitt, CFA Investors pushed US equities and Treasuries higher in light volume trade. The holiday-shortened week was packed with all kinds of news. A spike in Covid cases in China increased lockdown measures and brought...

Weekly Market Commentary - 11/18/2022 -Darren Leavitt, CFA Investors continued to digest the market’s recent strength and questioned if there is more upside to the move. There was no lack of hawkish Fed speak throughout the week. St. Louis Fed President Bullard...

Weekly Market Commentary - 11/11/2022 -Darren Leavitt, CFA “Bar the door Katie” What an extraordinary week on Wall Street.  Tuesday’s Midterm elections, coupled with a Crypto stalwart blow-up, were accompanied by a better-than-expected Consumer Price Index report.  US...

Weekly Market Commentary - 11/4/2022 -Darren Leavitt, CFA Wall Street incurred another week of losses as investors digested another 75 basis point rate hike from the Federal Reserve.  Hopes of a pivot away from a hawkish stance were diminished when Fed Chairman Powell...

Weekly Market Commentary - 10/28/2022 -Darren Leavitt, CFA US financial markets followed through with another week of gains as investors gravitated toward the notion that the Fed would temper its monetary policy after the November meeting. Less-than-expected rate...

Weekly Market Commentary - 10/21/2022 -Darren Leavitt, CFA Investors enjoyed a nice rally as Fed rhetoric suggested a less hawkish policy path. The rhetoric was backed by Nick Timiraos, a Fed pundit, who published an article in the Wall Street Journal that indicated...

Weekly Market Commentary - 10/14/2022 -Darren Leavitt, CFA Capital markets continued to be extremely volatile.  All eyes were on the US Consumer Price Index (CPI) print on Thursday, which showed no signs of inflation moderating.  The headline number increased by 0.4%,...

Weekly Market Commentary - 10/7/2022 -Darren Leavitt, CFA Wall Street started the week with a broad rally but ended with a sizeable sell-off. The rally was predicated on a reversal in fiscal policy by new UK Prime Minster Liz Truss. Conflicting fiscal and monetary...

Weekly Market Commentary - 9/30/2022 -Darren Leavitt, CFA Global financial markets ended a difficult month of September with losses. Worries of a systemic breakdown in financial markets were induced by the extreme sell-offs in British Gilts and the British Pound. The...