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January 29, 2018

Caution: You Are Here


After a record start to 2018, what's next? If the correlations to 1999 and 2007 are to remain consistent, trouble may be just around the corner. The recent decline of volatility as measured by the VIX Index may be a key warning sign.

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SPX 1-29-2018.fw

S&P 500 Index 1.18.2018

Data source: Bloomberg, L.P.


Recent


March 8, 2017

Bond Investors: Beware the Ides of March

While stocks are off to a strong start this year, most bond indexes are down and the risks for bond investors continues to grow. The culprit? Rising interest rates. When rates rise, bond prices fall. The next Federal Open Markets Committee interest rate announcement is March 15th. What is the probability of another increase in rates? What about further rate […]
February 17, 2017

Winning Streaks:
Why You Should Pay Attention

The current rally in U.S. equities is quite extraordinary. New all-time highs, falling volatility and broad sector participation are just a few of the characteristics of the rally that started in November 2016 and continues today. The current momentum is especially interesting considering it was born in the backdrop of a highly-contested U.S. election, and endured a December 2016 interest […]
May 11, 2016

Chapter 11 Filings Reach 2008 Level

Economic imbalances, anemic global growth and the bursting of the commodity super cycle has created a challenging environment for over-levered companies, a climate strikingly similar to 2008. Through May 3, 2016 US Chapter 11 filings have accelerated to match the pace set in the Great Recession of 2008. So far this year, 37 companies with $100 million or more in […]

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