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RWM Market Buzz - End of May 2022 Review

Market Watch Update - The US Dollar: The US Dollar may be the most important asset in the world right now. It is currently attempting to breakout over the 2017 highs to a value it hasn’t reached in nearly two decades. Whether the US Dollar sustains this breakout or fails and begins to fall from here has massive implications for what is happening to other risk-assets...
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RWM Market Buzz - Beginning of May 2022 Review

Market Watch Update - The Federal Reserve Raises Rates: With all of this talk about what the Federal Reserve is going to do, it’s important to understand the implications behind their decisions. They are starting a program to hike interest rates in an attempt to lower inflation in a way that doesn’t cause a drastic reaction from the labor market. The rate increase is the sharpest we’ve seen since 2000 and they have noted that additional moves...
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RWM Market Buzz - End of April 2022 Review

Market Watch Update - Summary: After a few more weeks of choppy trading, the fact that we are still in a range-bound market remains abundantly clear. The risk-on and risk-off indicators continue to oscillate aimlessly as equity indexes can’t seem to decide on a direction for more than a day or two. However, there are a few clearly defined trends that we can use to navigate an otherwise difficult market...
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RWM Market Buzz- Mid-April 2022 Review

Market Watch Update - Summary: What is the yield curve and why is everyone suddenly talking about a recession? Was that it for the rally we saw at the end of March? Inverted Yield Curve The overwhelming majority of noise in financial markets this past week has revolved around the inverting of the yield curve. More specifically, the 2-year U.S. Treasury Note briefly rose above the 10-year U.S. Treasury Note for the first time since September 2019. Even though this has been...
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RWM Market Buzz - March 2022 Review

Market Watch Update - The Inflation Trade: Whether we are looking at domestic stocks, bonds, commodities, or foreign markets, one thing remains clear: the inflation trade is still working. The S&P 500 made new multi-year lows against commodities on Friday while the US 10 Year Treasury rate made new multi-year highs. Everywhere we look in the market, assets that tend to do well in higher interest rate environments...
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RWM Market Buzz - February 2022 Review

Market Watch Update - US Market Outlook: We are currently experiencing one of the worst starts of the year in history for US stocks, particularly within growth sectors. When we zoom out, however, we can see that we are really just stuck in a large trading range as there has been no upward progress in the major US indices for 9 months. This type of consolidation is consistent with this being the second year after what we believe to be a new bull market which began...
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