by David Fox, CFA | Apr 23, 2021 | Investing, Market Updates, The Helm Quarterly Market Outlook
Economic Backdrop The economy continues to improve from the nadir of the pandemic. The Conference Board’s monthly Leading Economic Index (LEI), composed of 10 economic components whose changes tend to precede changes in the overall economy, continues to improve....
by David Fox, CFA | Mar 15, 2021 | Investing, Market Updates
The Bloomberg Barclays U.S. Aggregate Bond Index, the flagship index for assessing the overall U.S. bond market (think of it as the S&P 500 for bonds), is having one of its worst starts for a calendar year in its history (which dates back to 1976). Indeed, the...
by David Fox, CFA | Jan 19, 2021 | The Helm Quarterly Market Outlook
As the calendar has turned to a new year, COVID-19 is still very much with us, although the light at the end of the tunnel seems ever closer as vaccines roll out. Variant strands of the virus aside, the market appears to be carrying the momentum from Q4 2020 into the...
by David Fox, CFA | Dec 10, 2020 | Market Updates
As we all look forward to wrapping up one of the longest years of our lives, 2020 is ending on a note that few could have seen coming. Nine months ago, the markets were plumbing the depths of despair and now, by many measures of stock market sentiment, the US markets...
by David Fox, CFA | Nov 17, 2020 | Market Updates
Right on schedule, November continued 2020’s legacy of rapid market moves. News of a vaccine from Pfizer and BioNTech was quickly met by a sharp move higher in value and cyclical stocks and a steep selloff in the “work from home” stocks that had been in favor the...
