MV Weekly Market Flash: What’s Next for Emerging Markets?
One of the odder stories in a year of general strangeness in the capital markets is emerging markets. Contrary to the vast majority of expectations in the wake of last... Read More
MV Weekly Market Flash: Sunny Skies and Swan Songs
Another week, another string of record highs for U.S. equities. But this wasn’t just your normal “upward drift for no particular reason” set of days. It was... Read More
MV Weekly Market Flash: The Reflation Pony Returns
Gentle reader, please indulge us our seeming obsession with the subject of inflation. Yes, we know that other macro metrics matter as well, but inflation is both the big... Read More
MV Weekly Market Flash: Inflation, Economists and the Rest of Us
Where’s the inflation? That question has lurked behind most of the major headline stories about macroeconomic trends this year. Jobless rate falls to 4.3 percent.... Read More
MV Weekly Market Flash: Will the Market Party Like it’s 1987?
The equity market bulls had been running for more than five years. Over this time interest rates had come down dramatically, inflation was muted and most every fiscal quarter... Read More
MV Weekly Market Flash: Giving Up on the Greenback?
In our commentary last week we made brief mention of the surprising strength of foreign currencies versus the US dollar in the year to date. This week served up yet another... Read More
MV Weekly Market Flash: Marathon Bull
Talk of endurance is all the rage these days. Fall race season looms for runners and triathletes contemplating their next attempt at 26.2 or 140 or whatever mileage benchmarks... Read More
Don’t Let Your Skepticism of the Markets Keep You from Investing
As a millennial, my most formative memories of the financial markets center around the Great Recession. I remember waking up to markets in turmoil in February 2008. I also have... Read More
MV Weekly Market Flash: Competing Narratives for Back to School Week
It’s that time of year again. Here in the mid-Atlantic region we are getting the first taste of dry, cool nights in place of midsummer’s relentless humidity. High... Read More
MV Weekly Market Flash: Rocky Mountain High
Jackson Hole is, by all accounts, a lovely redoubt, high up in the Rocky Mountains of Wyoming. As has been the case every August since 1978, the monetary mandarins who set the... Read More