MV Weekly Market Flash: Stay Buckled In, For Now

There are so many strands to this story, the unfolding drama of the coronavirus crisis that is dominating every aspect of our lives. But they are not parallel strands, neatly aligned and independently observable. They are like a chaotic pile of yarn, strands entangled with each other in a way...

MV Weekly Market Flash: The Great Bond Market Cataclysm

We are all in the process of adjusting to a different life than the one we knew just a scant couple weeks ago. There is much that we still do not know about how the coronavirus crisis is going to play out in terms of the number of cases, the...

MV Weekly Market Flash: Asset Repricing in 2020

If you spend enough time immersed in the chatter of financial news outlets you will invariably come across the phrase “asset repricing.” As 2019 draws to a close there is much use of this phrase as a way to describe the (to many) surprising resilience of risk assets, particularly equities,...

MV Weekly Market Flash: Will Politics Matter in 2020?

It’s Thanksgiving week, and most of you are hopefully going to put aside for a few days the contentious topics that dominate the news on any given day. We certainly plan to do just that. But before we fully immerse ourselves in the aromas of turkey and cornbread stuffing (yum),...