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Insights
July 2019 Market Perspective
Monday, July 1, 2019
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 well below average. However, the
comments following the announcement of a 25 bps interest rate cut – a first in
over 10 years – were a curveball that left investors caught off guard as
Chairman Powell tamped down expectations of future cuts. Tranquility ended
abruptly, volatility picked up and markets sold off as barriers to trade became
more threatening.
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Categories
U.S. Market Recap
December 2020 Market Recap
November 2020 Market Recap
October 2020 Market Recap
September 2020 Market Recap
August 2020 Market Recap
July 2020 Market Recap
June 2020 Market Recap
May 2020 Market Recap
April 2020 Market Recap
March 2020 Market Recap
February 2020 Market Recap
January 2020 Market Recap
December 2019 Market Recap
November 2019 Market Recap
October 2019 Market Recap
Q3 2019 Market Recap
August 2019 Market Recap
July 2019 Market Recap
June 2019 Market Recap
May 2019 Market Recap
April 2019 Market Recap
U.S. Market Perspective
Will Volatility Risk Premium Remain Attractive in
Lower, not Low: An Examination of Recent Implied V
October 2020 Market Perspective
September 2020 Market Perspective
August 2020 Market Perspective
July 2020 Market Perspective
June 2020 Market Perspective
May 2020 Market Perspective
April 2020 Market Perspective
March 2020 Market Perspective
February 2020 Market Perspective
January 2020 Market Perspective
December 2019 Market Perspective
November 2019 Market Perspective
October 2019 Market Perspective
Q3 2019 Market Perspective
August 2019 Market Perspective
July 2019 Market Perspective
June 2019 Market Perspective
May 2019 Market Perspective
April 2019 Market Perspective
Quick Takes
Is Low Volatility Low Risk?
An "All Clear" Signal?
An Update on the Volatility Risk Premium (VRP)
Should Election Year Volatility Concern Investors?
Flagship (Index/RA) Commentary
2020 Flagship (Index/RA) Commentary - Q3
2020 Flagship (Index/RA) Commentary - Q2
2020 Flagship (Index/RA) Commentary - Q1
2019 Flagship (Index/RA) Commentary - Q4
2019 Flagship (Index/RA) Commentary - Q3
2019 Flagship (Index/RA) Commentary - Q2
2019 Flagship (Index/RA) Commentary - Q1
Active Overwrite Commentary
2020 Active Overwrite Commentary - Q3
2020 Active Overwrite Commentary - Q2
2020 Active Overwrite Commentary - Q1
2019 Active Overwrite Commentary - Q4
2019 Active Overwrite Commentary - Q3
2019 Active Overwrite Commentary - Q2
2019 Active Overwrite Commentary - Q1
Active Putwrite Commentary
2020 Active PutWrite Commentary - Q3
2020 Active PutWrite Commentary - Q2
2020 Active PutWrite Commentary - Q1
2019 Active PutWrite Commentary - Q4
2019 Active PutWrite Commentary - Q3
2019 Active PutWrite Commentary - Q2
2019 Active PutWrite Commentary - Q1
2018 Active PutWrite Commentary - Q4
2018 Active PutWrite Commentary - Q3
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