Caleb Conlin

October 2019 Market Perspective

A quick check of recent bond market returns seems to indicate that all is well in the bond market. With the Bloomberg Barclays U.S. Aggregate ...
Read More →

Q3 2019 Market Recap

After a very strong first half of 2019, the S&P 500® Index hit a relatively choppy plateau in the third quarter. Though the S&P 500® Index advanced ...
Read More →

Q3 2019 Market Perspective

Are the July and September Federal Fund rate cuts and renewed expansion of the Federal Reserve (the Fed) balance sheet signs that the policies led ...
Read More →

July 2019 Market Recap

The Federal Reserve commanded the spotlight in July as investors waited in expectation of the first interest rate cut in over 10 years. The 25 ...
Read More →

August 2019 Market Recap

Back-and-forth and ‘round we go again. In August, eyes turned from Fed easing to global trade wars as tension between the U.S. and China ratcheted ...
Read More →

August 2019 Market Perspective

Like May, August was another month when both VIX® and the bond market flashed different signals. Should investors prepare for Fed disappointment? Download: August 2019 ...
Read More →

July 2019 Market Perspective

July was a month of waiting… on the Federal Reserve and more. Leading up to the Fed’s July 31 meeting, markets were tranquil with volatility ...
Read More →

June 2019 Market Recap

Q2 was a rollercoaster ride. The S&P 500® Index faced its biggest decline in 2019, bookended by record highs that can be partly attributable to ...
Read More →

June 2019 Market Perspective

Stock and bond markets, along with the economy, were stronger in the first half of 2019 than many predicted. The Fed’s dovish shift helped support ...
Read More →

May 2019 Market Recap

The S&P 500® Index incurred its 5th largest monthly loss since the current bull market began in March 2009–the implied volatility response was muted and ...
Read More →