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Weekly Market Recap

Post author By Michael Kessler
Post date March 21, 2022

Stocks staged a strong rebound last week that was only briefly interrupted (for about an hour) by the start of the Fed’s rate hiking cycle. Most US benchmarks were up at least 5%, while an even sharper rally in growth stocks pushed the Nasdaq higher by more than 8%. Only the energy sector failed to […]

Tags 10year us treasuries, 3m libor, basic materials sector, building permits, commodity prices, communications sector, conference board lei, consumer confidence, consumer discretionary sector, consumer staples sector, core pce, corporate bond spreads, currency crosses, dji, dow jones, energy sector, equity indices, fed funds target floor, financials sector, fixed mortgage rate, gasoline prices, gdp browth, global bonds, gold prices, healthcare sector, industrials sector, inflation, information technology sector, initial jobless claims, ism manufacturing pmi, key leading economic indicators, macroeconomic data, market commentary, market data, msci eafe, msci em, muni bonds, nasdaq, natural gas prices, oil prices, prime rate, real estate sector, real final sales, risk assets, Russell 2000, s&p 500, S&P midcap 400, sector total returns, Treasuries, treasury yield curve, unemployment, us bonds, us high yield corporate bonds, us interest rates, us investment grade corp bonds, utilities sector, weekly market recap, weekly recap, west texas intermediate

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Weekly Market Recap

Post author By Michael Kessler
Post date March 14, 2022

Most US stocks were lower again last week as the Russian war in Ukraine ground on. Once again, energy was the only sector in the S&P 500 to finish higher on the week. Interestingly, European stocks fared somewhat better in the latter half of last week, rebounding significantly after reaching YTD lows on Tuesday. Emerging […]

Tags 10year us treasuries, 3m libor, basic materials sector, building permits, commodity prices, communications sector, conference board lei, consumer confidence, consumer discretionary sector, consumer staples sector, core pce, corporate bond spreads, currency crosses, dji, dow jones, energy sector, equity indices, fed funds target floor, financials sector, fixed mortgage rate, gasoline prices, gdp browth, global bonds, gold prices, healthcare sector, industrials sector, inflation, information technology sector, initial jobless claims, ism manufacturing pmi, key leading economic indicators, macroeconomic data, market commentary, market data, msci eafe, msci em, muni bonds, nasdaq, natural gas prices, oil prices, prime rate, real estate sector, real final sales, risk assets, Russell 2000, s&p 500, S&P midcap 400, sector total returns, Treasuries, treasury yield curve, unemployment, us bonds, us high yield corporate bonds, us interest rates, us investment grade corp bonds, utilities sector, weekly market recap, weekly recap, west texas intermediate

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Weekly Market Recap

Post author By Michael Kessler
Post date March 8, 2022

Stocks were lower last week as the Russian war in Ukraine intensified. European stocks were hit especially hard, sending MSCI’s EAFE developed market international index down 6.5% on the week. In the US, investors scrambled to increase their exposure to energy stocks and defensive sectors, while selling tech and most cyclicals besides energy. Bond markets […]

Tags 10year us treasuries, 3m libor, basic materials sector, building permits, commodity prices, communications sector, conference board lei, consumer confidence, consumer discretionary sector, consumer staples sector, core pce, corporate bond spreads, currency crosses, dji, dow jones, energy sector, equity indices, fed funds target floor, financials sector, fixed mortgage rate, gasoline prices, gdp browth, global bonds, gold prices, healthcare sector, industrials sector, inflation, information technology sector, initial jobless claims, ism manufacturing pmi, key leading economic indicators, macroeconomic data, market commentary, market data, msci eafe, msci em, muni bonds, nasdaq, natural gas prices, oil prices, prime rate, real estate sector, real final sales, risk assets, Russell 2000, s&p 500, S&P midcap 400, sector total returns, Treasuries, treasury yield curve, unemployment, us bonds, us high yield corporate bonds, us interest rates, us investment grade corp bonds, utilities sector, weekly market recap, weekly recap, west texas intermediate

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Weekly Market Recap

Post author By Michael Kessler
Post date February 14, 2022

US large caps moved lower last week in the wake of higher-than-expected inflation data, with tech and other growth sectors underperforming while cyclicals (especially energy) held up better. Small and midcap benchmarks managed to finish the week in the green, as did international stocks. Rates continued to move higher last week, particularly in the front […]

Tags 10year us treasuries, 3m libor, basic materials sector, building permits, commodity prices, communications sector, conference board lei, consumer confidence, consumer discretionary sector, consumer staples sector, core pce, corporate bond spreads, currency crosses, dji, dow jones, energy sector, equity indices, fed funds target floor, financials sector, fixed mortgage rate, gasoline prices, gdp browth, global bonds, gold prices, healthcare sector, industrials sector, inflation, information technology sector, initial jobless claims, ism manufacturing pmi, key leading economic indicators, macroeconomic data, market commentary, market data, msci eafe, msci em, muni bonds, nasdaq, natural gas prices, oil prices, prime rate, real estate sector, real final sales, risk assets, Russell 2000, s&p 500, S&P midcap 400, sector total returns, Treasuries, treasury yield curve, unemployment, us bonds, us high yield corporate bonds, us interest rates, us investment grade corp bonds, utilities sector, weekly market recap, weekly recap, west texas intermediate

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Weekly Market Recap

Post author By Michael Kessler
Post date January 24, 2022

Financial markets went into full risk-off mode last week, with equities moving lower, the Treasury yield curve flattening, credit spreads widening, and the dollar stronger. An uptick in jobless claims suggests that omicron is having an impact on demand, while investors continue to grapple with the hard pivot in Fed policy. US large caps were […]

Tags 10year us treasuries, 3m libor, basic materials sector, building permits, commodity prices, communications sector, conference board lei, consumer confidence, consumer discretionary sector, consumer staples sector, core pce, corporate bond spreads, currency crosses, dji, dow jones, energy sector, equity indices, fed funds target floor, financials sector, fixed mortgage rate, gasoline prices, gdp browth, global bonds, gold prices, healthcare sector, industrials sector, inflation, information technology sector, initial jobless claims, ism manufacturing pmi, key leading economic indicators, macroeconomic data, market commentary, market data, msci eafe, msci em, muni bonds, nasdaq, natural gas prices, oil prices, prime rate, real estate sector, real final sales, risk assets, Russell 2000, s&p 500, S&P midcap 400, sector total returns, Treasuries, treasury yield curve, unemployment, us bonds, us high yield corporate bonds, us interest rates, us investment grade corp bonds, utilities sector, weekly market recap, weekly recap, west texas intermediate

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Weekly Market Recap

Post author By Michael Kessler
Post date January 11, 2022

In a move that echoed the early days of 2021, markets got off to a rough start during the first week of 2022 as rising bond yields pushed discount rates higher for all risk assets. The release of the December FOMC minutes provided a clearer window into the Fed’s current thinking on inflation risks, and […]

Tags 10year us treasuries, 3m libor, basic materials sector, building permits, commodity prices, communications sector, conference board lei, consumer confidence, consumer discretionary sector, consumer staples sector, core pce, corporate bond spreads, currency crosses, dji, dow jones, energy sector, equity indices, fed funds target floor, financials sector, fixed mortgage rate, gasoline prices, gdp browth, global bonds, gold prices, healthcare sector, industrials sector, inflation, information technology sector, initial jobless claims, ism manufacturing pmi, key leading economic indicators, macroeconomic data, market commentary, market data, msci eafe, msci em, muni bonds, nasdaq, natural gas prices, oil prices, prime rate, real estate sector, real final sales, risk assets, Russell 2000, s&p 500, S&P midcap 400, sector total returns, Treasuries, treasury yield curve, unemployment, us bonds, us high yield corporate bonds, us interest rates, us investment grade corp bonds, utilities sector, weekly market recap, weekly recap, west texas intermediate

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Year-End 2021 Market Recap

Post author By Michael Kessler
Post date January 7, 2022

SARS-CoV-2: The world experienced a number of twists and turns in the pandemic during the course of 2021. Vaccine rollouts during the first half of the year drove case counts lower in much of the developed world. The summer and early fall were dominated by the delta variant, which proved especially deadly for the unvaccinated. […]

Tags 10year us treasuries, 2021 market recap, 3m libor, basic materials sector, building permits, commodity prices, communications sector, conference board lei, consumer confidence, consumer discretionary sector, consumer staples sector, core pce, corporate bond spreads, currency crosses, dji, dow jones, energy sector, equity indices, fed funds target floor, financials sector, fixed mortgage rate, gasoline prices, gdp browth, global bonds, gold prices, healthcare sector, industrials sector, inflation, information technology sector, initial jobless claims, ism manufacturing pmi, key leading economic indicators, macroeconomic data, market commentary, market data, market recap, msci eafe, msci em, muni bonds, nasdaq, natural gas prices, oil prices, prime rate, real estate sector, real final sales, risk assets, Russell 2000, s&p 500, S&P midcap 400, sector total returns, Treasuries, treasury yield curve, unemployment, us bonds, us high yield corporate bonds, us interest rates, us investment grade corp bonds, utilities sector, weekly recap, west texas intermediate

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Weekly Market Recap

Post author By Michael Kessler
Post date December 20, 2021

Markets took a risk-off tone last week as investors grappled with the twin concerns of rising covid-19 case counts and an inflation-fighting Fed. As was widely expected, Fed Chair Jerome Powell announced an increase in the pace of asset purchase tapering, and the updated “dot plot” indicated that FOMC members expect 3 rate hikes by […]

Tags 10year us treasuries, 3m libor, basic materials sector, building permits, commodity prices, communications sector, conference board lei, consumer confidence, consumer discretionary sector, consumer staples sector, core pce, corporate bond spreads, covid19, currency crosses, dji, dow jones, energy sector, equity indices, fed funds target floor, financials sector, fixed mortgage rate, gasoline prices, gdp browth, global bonds, gold prices, healthcare sector, industrials sector, inflation, information technology sector, initial jobless claims, ism manufacturing pmi, key leading economic indicators, macroeconomic data, market commentary, market data, msci eafe, msci em, muni bonds, nasdaq, natural gas prices, oil prices, prime rate, real estate sector, real final sales, risk assets, Russell 2000, s&p 500, S&P midcap 400, sector total returns, Treasuries, treasury yield curve, unemployment, us bonds, us high yield corporate bonds, us interest rates, us investment grade corp bonds, utilities sector, weekly market recap, weekly recap, west texas intermediate

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Harvesting Cryptocurrency Losses

Post author By Patrick Lundergan
Post date December 15, 2021

By Patrick Lundergan, CFP® As we near the end of another good year for domestic equities, many investors find themselves facing substantial capital gains taxes. Generally, if you wish to minimize capital gains tax, you should sell securities with a loss to offset those gains – doing this strategically is called tax-loss harvesting. A potential […]

Tags albion financial group, bitcoin, crypto portfolio, cryptocurrency, decentralized finance, defi, etherium, irs, litecoin, tax-loss harvesting, wash sale, wash sale rule

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Weekly Market Recap

Post author By Michael Kessler
Post date December 13, 2021

Last week was a strong one for risk assets as it became increasingly clear that while highly contagious, the omicron variant is very likely to cause a lower rate of serious disease and death than previous strains of the coronavirus. Most bond prices fell as the Treasury curve experienced significant bear steepening: 2y yields rose […]

Tags 10year us treasuries, 3m libor, basic materials sector, building permits, commodity prices, communications sector, conference board lei, consumer confidence, consumer discretionary sector, consumer staples sector, core pce, coronavirus, corporate bond spreads, currency crosses, dji, dow jones, energy sector, equity indices, fed funds target floor, financials sector, fixed mortgage rate, gasoline prices, gdp browth, global bonds, gold prices, healthcare sector, industrials sector, inflation, information technology sector, initial jobless claims, ism manufacturing pmi, key leading economic indicators, macroeconomic data, market commentary, market data, msci eafe, msci em, muni bonds, nasdaq, natural gas prices, oil prices, omicron variant, prime rate, real estate sector, real final sales, risk assets, Russell 2000, s&p 500, S&P midcap 400, sector total returns, Treasuries, treasury yield curve, unemployment, us bonds, us high yield corporate bonds, us interest rates, us investment grade corp bonds, utilities sector, weekly market recap, weekly recap, west texas intermediate