It was another eventful week around the globe, with broad but uncertain implications for financial markets.  Most notable is escalating financial and economic turmoil  in Turkey, which feels at least a little similar to episodes sourced in Greece or Italy in the recent 8 years; the term “contagion” spiked in financial searches on Friday and […]

In many respects, it is hard to recall a week in recent memory as eventful or bifurcated as the one just completed.  For all the noteworthy data points, earnings releases, and developments, performance at broad index-level was perceptibly average.  The Dow and S&P logged gains of roughly +0.5% each, but beneath the surface, performance among […]

The S&P500 marked time for the week ending July 20, perhaps a more normal experience amid a season where the calendar cannot be counted as a friend to investors. The fact that the markets are behaved however might be surprising when considering what seems to be a continued escalation of trade tension between the Trump […]