November 15, 2016. By John Wolfsberg: The bond market has witnessed a significant back up in yields as a result of the surprising win by Donald Trump in last week’s Presidential election. Going into Tuesday, the market had been positioned for a Clinton win, but as...
October 31, 2016. By John Wolfsberg: With the Brexit vote behind us and investor concern over repercussions of Britain’s vote to leave the EU diminishing, the bond market turned its focus to the underlying fundamentals of the US economy. Economic data for the quarter...
August 2, 2016. By John Wolfsberg: The market seemed to have regained its appetite for risk assets as we entered the second quarter. Oil prices had recovered from the multiyear lows of the first quarter, and investors began to feel confident that the economy would...
