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 […]

For the first time since early March, the S&P500 managed to move back above the level of 2800.  This is a notable achievement against a backdrop of noisy headlines that include an escalating international trade war and a Federal Reserve board that seems to be saying it remains committed to tightening monetary policy at a […]