Market Commentary

China Grows in 2020, Fed Budget Deficit Balloons, 10-Year Treasuries Up

January 18th, 2021
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China only major country to grow last year, deficits likely to grow with higher Fed spending in 2021

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Capitol Crisis and the Markets, Manufacturing Recovery, More Taxes Ahead?

January 11th, 2021
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Short- and long-term effects of civil unrest, tax outlook under Dem administration, global factories show strength

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Stimulus Bill Passes, Investor Optimism is Peaking, China’s Big Tech Backlash

January 4th, 2021
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New stimulus provides relief, investor risk-taking may signal pullback, China regulators hit tech firms

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2021: Inflation Returns, Pluses and Minuses for Big Tech, Globalism Grows

December 28th, 2020
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2021 themes include rising inflation, tech growth (but regulatory issues), and an increasingly global perspective

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Steel Demand Rises, Stimulus Breakthrough, Retail Pulls Back

December 21st, 2020
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Headwinds for Big Tech, steel prices surge with increased demand, lawmakers close to $900 billion stimulus

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Mortgages Hit Record Level, Big Tech Under Scrutiny, Metal Markets Strengthen

December 14th, 2020
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Google and Facebook face regulatory push, refinances and new buyers up, metal rally signals confidence

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Year-End Consumer Spending Slows, States Face Budget Shortfalls, China Booming

December 7th, 2020
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Q4 economic data better than expected, state and local budgets face perfect storm, new frontier for U.K. in 2021

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Ideas For Putting Cash to Work in This Low Rate Environment

November 30th, 2020
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With deposit account rates hovering near 0%, Mitch offers other options for investors

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Pandemic Changes Thanksgiving, a New Asian Trade Group, Stimulus Clock Ticking

November 23rd, 2020
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Thanksgiving shoppers face shortages and higher prices, bad timing for Boeing, 15 Asian countries make a trade deal

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Vaccine Hopes Boost Market, Housing Demand Strong, Pandemic Saving Soars

November 16th, 2020
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Airlines face double struggles, millennials lead housing demand, pent-up savings could mean spending spree next year

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